Lazard Global Infrastructure I thought it would be interesting to look closely at one of our funds in some of our mainstream portfolios this is ‘The Lazard Global Infrastructure Fund’. We have held this fund within our Level Three, Four and Five Portfolios since the end of last year. Background to this fund: Lazard’s Global
Orbis Global Cautious Fund I thought it would be uplifting to look closely at ‘The Orbis Global Cautious Fund’ which is held in our Level One Portfolio. We have recommended this fund within our carefully diversified Level One Portfolio for several years. Background to this fund: This specific fund seeks to apply a cautious balance
Rathbones Ethical Bond fund I thought it would be great to focus on one fund which appears in both our mainstream and ethical portfolios. This fund is the ‘Rathbones Ethical Bond Fund’. This fund is in our Level One and Two mainstream portfolios and our Pro-ethical Level Three portfolio. Background to this fund: The Rathbones
In this ‘fund in the spotlight’ article, Bethan James considers an often overlooked specialist fund which is ‘a bit different’. AXA Framlington Health. The AXA Framlington Health fund is a specialist fund that we currently hold in our Level two and Level five benchmark mainstream portfolios. The aim of this fund is to provide long-term
Katy shares a bit more about the Sarasin Global Higher Dividend fund. Our clients will know that we include somewhere between 12-14 funds within their portfolios. We thought it might be nice to focus on one of the funds that are currently enjoying better times. If you hold a mainstream portfolio, this fund may sound
The media are currently having a field day at Mr Woodford’s expense. Oh how they love to see someone fall! But is there reason to panic and do you hold Woodford in your Proactive Thomas and Thomas portfolios? The simple answer to both questions is a resounding ‘No’. So what’s the real story? I remember
