Stephen Peters, investment trust analyst at Charles Stanley, investigates some of the top performing American trusts
Many readers will be aware of the problem UK retail fund buyers face in investing in the US. Despite it currently being the largest and deepest global stock market, the UK investor is not blessed with a large quantity of well managed funds to choose from. For a number of years, this has not been a problem. From 2003-2007, investors were more than happy to buy Asian and emerging market funds, where the macro-economic case for investing seemed unbeatable. Fund portfolios were typically underweight in US equities, as they seemed to be burdened with high valuations and fewer opportunities...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
