Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error

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

Joined: 02/11/2015(UTC)
Posts: 59

Thanks: 11 times
Was thanked: 48 time(s) in 33 post(s)
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

Joined: 07/03/2012(UTC)
Posts: 301

Thanks: 127 times
Was thanked: 409 time(s) in 179 post(s)
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)
Posts: 216

Thanks: 249 times
Was thanked: 231 time(s) in 118 post(s)
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

Joined: 02/03/2014(UTC)
Posts: 1,036

Thanks: 712 times
Was thanked: 817 time(s) in 433 post(s)
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)
Posts: 25

Thanks: 62 times
Was thanked: 31 time(s) in 15 post(s)
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

Joined: 14/08/2013(UTC)
Posts: 583

Thanks: 85 times
Was thanked: 255 time(s) in 174 post(s)
Rathbone Global Opportunities

or

Artemis Global Growth

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

Joined: 19/04/2016(UTC)
Posts: 6

Thanks: 145 times
Was thanked: 7 time(s) in 3 post(s)
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)
Posts: 66

Thanks: 18 times
Was thanked: 8 time(s) in 8 post(s)
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

Joined: 14/03/2011(UTC)
Posts: 228

Thanks: 104 times
Was thanked: 103 time(s) in 65 post(s)
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

Joined: 01/09/2016(UTC)
Posts: 272

Thanks: 384 times
Was thanked: 324 time(s) in 151 post(s)
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?
2 PagesPrevious page12
+ Reply to discussion

Markets

Other markets