01 Jun 2023
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
Here are the new recruits from our May review:
The VT Gravis UK Listed Property fund invests from a universe of London Stock Exchange REITs which own property that fall within the 4 key trends of urbanisation, digitalisation, ‘generation rent’ and ageing population. The focus of the fund is on income growth, not fixed income. This is reflected in a number of underlying holdings that have grown their dividend over the medium to long term. This is an interesting proposition and does provide an alternative UK focused options within the sector.
The management team are from differing property backgrounds, and this provides a complementary blend in terms of experience of the property sector. The fund provides an option for investors who have concerns surrounding the liquidity of more traditional physical bricks and mortar UK property funds. However, the increased liquidity that this fund provides also results in typically higher volatility and this will need to be factored into any decision.
The Premier Miton macro thematic multi asset fund range contains four funds, all operating to the same investment process covering three different risk profiles. They invest across multiple asset classes, mainly through direct investment, but can use collectives for more specialist exposure. The funds have a large degree of asset allocation flexibility while staying within the parameters of the relevant IA sector classifications. The investment process is very conscious of downside risk and asset class correlation and avoids forecasting, preferring to concentrate on shorter-term macroeconomics and longer-term investment themes within diversified portfolios. This should enable the funds to perform well during most market conditions.
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This information is for UK Professional Advisers only and should not be given to retail clients.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.