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Need 1 more fund
markus
Posted: 14 June 2017 08:47:36(UTC)
#21

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Jon Snow;47923 wrote:


How about a unit trust (not my normal choice, yet....) - Henderson Asian Dividend Accumulation (class I) -

http://www.hl.co.uk/fund...me-class-i-accumulation

Just my opinion and what I've just done with about 5% of my core pf.

Nothing is forever though.




which I assume is a "sibling" to the Henderson Far East Income investment trust given the same mgr + similar top10 holdings
Keith Cobby
Posted: 14 June 2017 10:17:07(UTC)
#23

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Henderson Far East Income has sat in the income side of my portfolios for many years (and long before it moved to Jersey). Always been fairly happy with it although portfolio turnover seems high.
Mr Helpful
Posted: 14 June 2017 10:39:02(UTC)
#24

Joined: 04/11/2016(UTC)
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HFEL? is one of the few positions in our portfolio which seem to have any remaining significant upside potential.

However a quick look at the share price history reveals there could have been better times = prices, to buy.
Jon Snow
Posted: 14 June 2017 12:07:30(UTC)
#22

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markus;47931 wrote:
Jon Snow;47923 wrote:


How about a unit trust (not my normal choice, yet....) - Henderson Asian Dividend Accumulation (class I) -

http://www.hl.co.uk/fund...me-class-i-accumulation

Just my opinion and what I've just done with about 5% of my core pf.

Nothing is forever though.




which I assume is a "sibling" to the Henderson Far East Income investment trust given the same mgr + similar top10 holdings


Yes, indeed it is.
Jim S
Posted: 14 June 2017 12:33:27(UTC)
#25

Joined: 08/12/2016(UTC)
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Re Asia, you might want to consider a small % in country-specific:
- For China, I've been watching FCSS for a while, 3 year return around +100%.
- For India, I hold Kotak India Midcap (a fund not an IT) which also has a very good track record.
Their managers both seem to be very good bottom-up stock pickers in relatively less-researched markets.

For wider Asia Pacific, I hold First State Asia Pacific Leaders which is a solid choice (also a fund not an IT). FAS and AIT are both meant to be good IT choices for Asia, but I'm less familiar with those.

1 user thanked Jim S for this post.
Mickey on 14/06/2017(UTC)
kWIKSAVE
Posted: 14 June 2017 23:40:27(UTC)
#26

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Rathbone Global Opportunities

or

Artemis Global Growth

or 50/50
gillyann
Posted: 15 June 2017 06:13:18(UTC)
#27

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Asian ITs that have done best for me this year so far are:

Aberdeen New India (recommended on here) and has a portfolio of solid Indian companies
JP Morgan Asian- I liked the countries and companies represented and there is a narrowing discount

FAS has performed less well- personally I think they spend too much money on advertising

UK- Troy Income and Growth is my best performer
Frenchman 96
Posted: 15 June 2017 07:36:51(UTC)
#28

Joined: 26/10/2014(UTC)
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Hi Guys

After TRYING to absorb all the very helpful advice, I am about to buy my fund/trust today.

I have narrowed it down to 2, they are Witan and/or CTY and after visiting different platforms, I think I like the look of AJBell.

Would welcome advice or opinions on above, been with HL for so long, feel a bit nervous looking at other platforms, but aware of costs.

Once completed, I will have

SMT
Vanguard European
Fundsmith
CTY

And I may cash in my shares in
IMB
RDSB
SSE
And buy Witan
1 user thanked Frenchman 96 for this post.
Mickey on 16/06/2017(UTC)
banjofred
Posted: 16 June 2017 05:28:14(UTC)
#29

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I like Troy Trojan, not a mega earner but steady. (and has a bit of Gold)

Fundsmith for sure i am 22% up. got to watch the£/USD on that one

Bit of Lindsell train funds

i am back into Woodfords new fund, although i bailed out of his old one at a decent profit long ago before it went down. new one has quarterly divi and some interesting holdings.

cut Pyrford right down after earning well as its dividend policy is v e r y strange, and even HL admit that

Banjo
1 user thanked banjofred for this post.
Mickey on 16/06/2017(UTC)
dyfed
Posted: 16 June 2017 06:28:22(UTC)
#30

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banjofred;47976 wrote:
x

cut Pyrford right down after earning well as its dividend policy is v e r y strange, and even HL admit that

Banjo


Banjo,

I hold Pyrford and I noticed that they only pay the divi once, annually, after which the price falls off a cliff and builds gradually for the next 12 months. Is this what u mean or have I missed something?
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