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Daily Telegraph

30 January 2008
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ISA Ideas
Ian Cowie

Alan Steel gives his ISA ideas for various classes of investor.

 

Funds for the Cautious ISA Investor -

Experts pick some lower risk ISAs.

…. Alan Steel, Alan Steel Asset Management

Schroder Multi Manager Cautious Managed Fund

It has done really well over the last year in difficult times. It doesn’t have a long term track record but it holds investments within the fund, including gilts, which have protected well in these difficult markets.

Invesco Perpetual High Income Fund

For the cautious who are prepared to take a longer view, you can’t look beyond this fund managed by Neil Woodford. This fund was launched back in 1979 and has an enviable record through the good and bad times. Even in the bad times in the last twelve months, which have stumped many an income fund manager, Woodford still outperformed the All Share Index.  ….

Funds for Steady Eddy –

Experts pick ISAs that should be reliable

…. Alan Steel, Alan Steel Asset Management

M&G Recovery

The fund was launched in 1969 and produces the goods on a regular basis although it did have some difficult times in the late 1980’s. It largely invests in the UK and has an outstanding manager at the helm.

M&G Global Basics

The fund seeks to benefit from the demands of emerging markets including China, India and Russia. But Graham invests in large well known names to produce the goods and services demanded by these growing economies, for example, Nestle. ….

ISAs for the gung-ho investor –

These tips come with a caveat! These funds are likely to be volatile.

…. Alan Steel, Alan Steel Asset Management

Neptune Russia

For the gung ho investors - we believe they should still look to emerging markets because we think economic growth there is going to continue to outstrip the West. On the basis these investors are really gung ho our recommendations include Neptune Russia plus Greater Russia. Why Russia? Russia underperformed last year thanks to the political uncertainties that have now been resolved, and has untold riches of natural resources and a fast growing middle class.

Gartmore China Opportunities

Why China? With the Beijing Olympics late next summer and the Shanghai Expo in 2010 we’ll not see any let up by the Chinese Authorities in growing their economy and showing off their expertise to the rest of the World. ….

Quote courtesy of www.telegraph.co.uk 30 January 2008. 

 

 

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