As promised in the February newsletter, here is a round-up of brokers recommendations for 2022, from their start-of-year reports.
Model portfolio (continually adjusted throughout the year), as published in the JPMorgan Cazenove Investment Companies Annual Review, January 2022.
3i, 3i Infrastructure, BB Healthcare, BioPharma Credit, BlackRock World Mining Trust, Capital Gearing Trust, Edinburgh Investment Trust, Fidelity China Special Situations, Fidelity European Trust, HarbourVest Global Private Equity, Herald Investment Trust, HgCapital Trust, HICL Infrastructure, Hipgnosis Songs Fund, JPMorgan American, Pershing Square Holdings, Petershill Partners, Real Estate Credit Investments, Riverstone Energy, Tetragon Financial Group (US$).
Model portfolio for 2022, published on 10th January 2022. Reviewed annually, 35 trusts in total.
UK equities: Fidelity Special Values, Edinburgh Investment Trust, Finsbury Growth & Income, Lowland, Mercantile, abrdn UK Smaller Companies Growth, Odyssean Investment Trust.
International equities: Mid Wynd International, Scottish Mortgage, Baillie Gifford European Growth, Fidelity European Trust, JPMorgan American, Baillie Gifford Shin Nippon, Schroder Asian Total Return, Aberdeen Standard Asia Focus, BlackRock Frontiers, JPMorgan Emerging Markets, Allianz Technology Trust, BlackRock World Mining Trust, Worldwide Healthcare Trust, ICG Enterprise, NB Private Equity, Standard Life Private Equity.
Bonds: BioPharma Credit, CVC Credit Partners European Opportunities, Invesco Bond Income Plus, TwentyFour Income Fund.
Property: BMO Commercial Property Trust, Standard Life Investments Property Income, Impact Healthcare REIT, TR Property.
Alternatives: Cordiant Digital Infrastructure, NextEnergy Solar Fund, Capital Gearing Trust, Personal Assets Trust.
Equity investment companies recommendations, 25th January 2022.
Developed equity: Scottish Mortgage, Caledonia Investments, Witan Investment Trust, Aberdeen Diversified Income & Growth, Capital Gearing Trust, RIT Capital Partners, Murray International, Edinburgh Worldwide, Baillie Gifford UK Growth, Fidelity Special Values, Law Debenture, Troy Income & Growth, Aberforth Smaller Companies, Henderson Smaller Companies, Fidelity European, European Smaller Companies Trust, JPMorgan American, JPMorgan US Smaller Companies, Baillie Gifford Japan.
Emerging markets: JPMorgan Emerging Markets, Templeton Emerging Markets, Mobius Investment Trust, Asia Dragon, Schroder AsiaPacific, Pacific Horizon Trust, Fidelity China Special Situations, abrdn China, Ashoka India Equity, VinaCapital Vietnam Opportunity.
Sector specialist: Worldwide Healthcare, BlackRock World Mining Trust, TR Property, Polar Capital Technology.
15 Alternative Funds for 2022, published 13th January 2022.
abrdn European Logistics Income, AEW UK REIT, Empiric Student Property, LXI REIT, Fair Oaks Income, Honeycomb Investment Trust, Real Estate Credit Investments, VPC Specialty Lending, Oakley Capital Investments, NB Private Equity, Chrysalis Investments, Pershing Square Holdings, VinaCapital Vietnam Opportunity, Tufton Oceanic Assets, Digital 9 Infrastructure.