Thank you for your kind thoughts

With the recent falls in the world stock markets due to the coronavirus, I thought I would have been deluged with emails and phone calls from clients concerned about their falling investments.  I can honestly say I have not received one.  To some degree we have all accepted the inevitable.  However, what I have received is many calls and emails from clients concerned about the well-being of everyone at Anglo.  So thank you for your kind thoughts.  I am pleased to say, we are all fine and well.  We are all fixed up with fully working from home, and Anglo we hope is working as normal.  However, many of the companies that we deal with are “working from home” and others have only skeleton staff, so turn-around times are often longer.

I think most people have become pretty much resigned about the fall in the value of their  investments, because there is not a lot we can do but sit tight and hope that things will turn around soon.  And that is precisely what is happening.   

Top Three Funds

We recently carried out an exercise to identify the funds that we have recommended the most over the past 12 months. They are:-  Baillie Gifford American;  Baillie Gifford Managed and Fundsmith.

I have set out the Trustnet Fund factsheet for each of these funds and given an insight into why we have recommended these funds and analysed their individual make up.  Under each fund is a link to the Trustnet Fund Factsheet which gives you a full analysis of the fund.

The main reason we have recommended these funds is for their consistent top performance.  As you can see from the Cumulative Performance tables they are all in Quartile 1 and either in the top or near the top rank within their sector.  Therefore, when you consider that the international markets for the last 3 months are down between 15% and 20% the performance of these funds has been excellent in comparison.  Baillie Gifford America has actually gone up 15.5%.

Baillie Gifford American        

This is the top performing fund investing only in American stocks.  Although it mainly invests in, technical and IT, it is not a high risk fund and would only form around 10% of a client’s portfolio.

So, how is it that this fund has gone up when the rest of the world markets have gone down.  Well, it is what the fund is invested in.  Go to the Trustnet link, and on page three gives you the Top Holdings (31 Mar 2020).  They are all companies that we are all using the most of these days, particularly during this pandemic.  Amazon, Shopify, Netflix, Zoom and many others. 

Baillie Gifford American

 

 

 

Baillie Gifford Managed

This is a good all round Managed Fund investing in UK, America and Europe and in companies which we are now all relying on during this pandemic, very similar to the Baillie Gifford American.    However, the fund is not solely in the stock markets.  About 30% of this fund is invested in Fixed Interests and Bonds which have not gone down with the stock markets, but have balanced the fund from the falls in world markets.  The fund managers have selected the best opportunities of both stocks and Fixed Interest.

Baillie Gifford Managed

Fundsmith

This is a firm favourite in every sense of the word.  A truly Global Fund with investments on every continent and is consistently in the top performers over the past 5 years.  Invests in all the best funded companies across all the different sectors.  A very good management team and consistently achieves a high performance at a reasonably low risk.  In my view the perfect fund for investors.

Fundsmith

These are the funds that we have recommended the most over the past 12 months and these along with other similar funds that we have recommended goes some way to explaining why our client’s portfolios have suffered less than the international markets.

Continued Full Service:

Again, thank you to those for inquiring about our well being, we are all safe, and will continue to provide you with a full service from Anglo on your ISA investments, pensions and mortgages.  Keep Safe and keep well.

 

Ray Jenkins