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David Kempton: 7 magnificent funds for a tough 2017

Our experienced investor columnist has his annual brainstorm with the Hawksmoor investment team and returns with some fund tips.

 

Tough road ahead in 2017

Last year was certainly a tumultuous one, but surprisingly good for many investors, including those who backed last year's Hawksmoor fund choices.

With concerns about various events in 2017, not least Brexit, the prospect of rising US interest rates, and important elections in Europe, this year could turn out to be a tougher one for investors than 2016.

However, I feel the latest round of fund choices shows there are still plenty of interesting opportunities for investors to consider.

David Kempton is non-executive chairman of Hawksmoor Investment Management. He is an experienced investor, proprietor of Kempton Holdings and a non-executive director of a number of quoted and private companies. He may have an interest in any of the investments which he writes about.

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10 comments so far. Why not have your say?

Micawber

Mar 14, 2017 at 11:19

Wasn't Impact the one whose tenants were the same as the new IT's floaters?... Rather cosy relationship to fund their buildings?

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Jon Snow

Mar 15, 2017 at 00:23

Why offer up the FTSE All Share as the benchmark for these specialist ITs.

I haven't done the numbers but I'd be pretty confident an equal value holding of the 7 won't have done much different to VWRL over the last year.

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Trevor Pick

Mar 15, 2017 at 11:57

Why is there no info.of Polar Capital UK Value Opportunities on the citywire site ?

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chubby bunny

Mar 15, 2017 at 18:54

@Jon Snow - Just ran it through Trustnet: an equal weighted portfolio of these 6 picks outperformed VWRL by 7.7% since 14/03/2016.

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Jon Snow

Mar 16, 2017 at 01:50

CB I stand corrected. You deserve an extra carrot.

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Jon Snow

Mar 16, 2017 at 01:54

CB is it 6 or 7 funds.

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chubby bunny

Mar 16, 2017 at 17:56

Six for last year, seven this year.

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chubby bunny

Mar 16, 2017 at 18:02

Graph of equal weighted portfolio (blue) vs. VWRL (red) - s14.postimg.org/kbygbjjo1/vwrl.png

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Jon Snow

Mar 16, 2017 at 18:56

CB, thanks for that graph.

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david rogers

Mar 21, 2017 at 17:47

any particular reason for dropping Prusik? It is not easy to buy so perhaps that is the reason.

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  • CF Ruffer Gold O Acc
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  • Polar Capital UK Value Opportunities I GBP Acc
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