Well here we are, beginning of 2019, I’m cautiously optimistic. And my fund picks for the year reflect that.
I’ve started with a global equity fund as last year, this year I’ve gone for the Fidelity Global Dividend Fund, run by Dan Roberts. It’s a safety-first fund with a focus on capital preservation as well as growth and income.
Now the UK as we know is out of favour for good reason and that’s creating lots of opportunities but I also wanted to have a safety first approach here in the UK too so I’ve gone with the Lindsell Train UK Equity Fund run by Nick Train of course. A high quality fund and that’s going to allow us to navigate any choppy waters that we encounter over the next few months.
Japan too is off investors’ radars and I think unfairly so and the way I’m playing this theme is with the Baillie Gifford Japanese Fund. This is run by Matthew Brett, it’s got a focus on robotics and automation, areas in which Japan has a real competitive advantage.
And finally another all-weather, safety-first fund I’ve gone for the Fidelity Select 50 Balanced Fund. Now the balance comes from a mixture of shares and bonds and the quality is a consequence of focusing on the Select 50 list of our favourite funds.