Please note that Tom’s picks are not a personal recommendation for you. If you’re unsure about the suitability of these funds for your personal circumstances you should speak to an authorised financial adviser. Please also remember that the value of investments, and the income from them, can go down as well as up so you may not get back what you invest.
If you’d like to invest in, or find out more about these individual funds then view their factsheets below.
All these funds invest in overseas markets to a varying degree, so the value of investments could be affected by changes in currency exchange rates depending on the exposure each fund has to those markets. The Lindsell Train UK Equity Fund invests in a relatively small number of companies and so may carry more risk than a fund that is more diversified.
The Fidelity Select 50 Balanced Fund invests between 20-60% in bond funds. For those funds there is a risk that the issuers of bonds may not be able to repay the money they have borrowed or make interest payments. When interest rates rise, bonds may fall in value. Rising interest rates may cause the value of bonds to fall.