Episode 54 Terry Alternatives – Funds (Rebroadcast)

This month the Cuddle takes another look at the OEIC investment riddle, looking at investment alternatives to Terry. We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.

Music by https://audionautix.com

Information links

Funds that have Outperformed over the last 5 years

1. Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
2. Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
3. TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#

Funds to outperform over the next 10 years

1. GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
2. Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
3. Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)