Another new year is upon us and, for many, this signifies a fresh start and new opportunities ahead.Ryan Lightfoot-Brown, research analyst at FundCalibre, identifies five funds to watch as the year unfolds, funds that could offer similarly optimistic new investment opportunities.
LF Gresham House UK Multi Cap Income
With the UK stock market yielding close to 5%, we think UK equity income funds could do well this year. This particular fund has a bias towards smaller companies but can invest in businesses of any size. Under manager Ken Wotton, who also runs the highly successful Gresham House UK Micro Cap fund, this fund is just six months old and is targeting an initial yield of 4%, with the aim to grow it over time. It is very early days, but the fund held up extremely well when markets fell at the end of 2018 and, since launch, is up 7% compared with a sector average loss of more than 5%*.
Gresham House plc (LON:GHE) is an AIM quoted specialist asset manager providing funds, direct investments and tailored investment solutions, including co-investment across a range of highly differentiated alternative investment strategies. Our expertise includes strategic public and private equity (private assets), forestry, renewable energy, housing and infrastructure, The Group aims to deliver sustainable financial returns and is committed to building long-term partnerships with clients, (institutions, family offices, high-net-worth individuals, charities and endowments and private individuals) to help them achieve their financial goals.