AJ Bell Youinvest Investor Seminar

AJ Bell Youinvest Investor Seminar

Monday 25 February 2019

 

How to build your portfolio
 

 

Are you looking for investment ideas and help putting your portfolio together? Hear thoughts and insights from AJ Bell’s personal finance analyst Laura Suter and Shares editor Daniel Coatsworth along with presentations from investment trust managers.  

 

Come to the free Investment Trusts for Growth event to hear insights from leading fund managers on how the investment trusts they are responsible for achieve growth, get your chance to ask the questions that matter to you and network with your fellow investors.

 

The Bankers Investment Trust

A constituent of the FTSE 250 index, The Bankers Investment Trust aims to generate both an income and growth from its’ diverse global stock portfolio.

 

The Scottish Mortgage Investment Trust

One of the UK’s largest investment trusts Scottish Mortgage’s goal is outperform world stock market indices over a five year rolling period through its’ global investment portfolio of both listed and private companies.

 

The Brunner Investment Trust

With 46 consecutive years of dividend growth the Brunner Investment Trust, managed by Lucy Macdonald, aims to seek out the best opportunities for growth and reliable dividends from all over the world.  

 

Who Should Attend

The evening is perfect for investors that are interested in better understanding how to construct their portfolios and is a great networking opportunity to meet fellow investors and to share ideas.

Evening timings

18.00
Registration and coffee
18.30
Welcome
Daniel Coatsworth, Stock Market Analyst - AJ Bell (AJB)
18.35
How to build a portfolio using funds, investment trusts, ETFs and shares
Daniel Coatsworth, Stock Market Analyst - AJ Bell (AJB)
Laura Suter, Head of Personal Finance - AJ Bell (AJB)
18.55
An ideal first global investment?
Alex Crooke, Portfolio Manager - The Bankers Investment Trust (BNKR)
19.15
The Increasing Importance of the few
Catharine Flood, Client Services Director - Scottish Mortgage Investment Trust PLC (SMT)
19.35
Building a global equity portfolio in uncertain times
Lucy Macdonald, Fund Manager & Chief Investment Officer of Global Equities - Brunner Investment Trust (44GL)
19.55
The spice of your life: Adding zing to your investment portfolio with investment trusts
Alex Denny, Head of Investment Trusts - Fidelity European Trust PLC (FEV)
20.15
Panel discussion
Laura Suter, Head of Personal Finance - AJ Bell (AJB)
Faizan Baig, Investment Analyst - Bankers Investment Trust PLC (BNKR)
Lucy Macdonald, Fund Manager & Chief Investment Officer of Global Equities - Brunner Investment Trust (44GL)
Alex Denny, Head of Investment Trusts - Fidelity European Trust PLC (FEV)
Catharine Flood, Client Services Director - Scottish Mortgage Investment Trust PLC (SMT)
20.35
Drinks reception and canap├ęs
21.30
Close

Venue

etc.venues St Paul's

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