AJ Bell Youinvest Investor Seminar

AJ Bell Youinvest Investor Seminar

Tuesday 7 May 2019

Investing in uncertain times

 

With media headlines dominated with stories of political turmoil from Brexit to US-China trade wars having a view on what matters and how to approach investing can feel daunting. Hear AJ Bell’s Investment Director Russ Mould run through portfolio pitfalls (and opportunities) that may lie ahead alongside a roster of expert fund manager speakers.

BlackRock Smaller Companies Trust

Roland Arnold has been responsible for small and mid-cap UK Equity Portfolios at BlackRock since 2006 and has been co-manager of the Trust since 2012.  A multi award winner, BlackRock Smaller Companies Trust invests predominantly in smaller LSE main market and AIM companies.

 

Invesco Perpetual UK Smaller Companies Investment Trust

With a goal of achieving long-term total returns for shareholders the Invesco Perpetual UK Smaller Companies Investment Trust owns a broad cross-section of small and medium sized UK quoted companies.

 

JPMorgan Claverhouse Investment Trust

An AIC Dividend Hero the JPMorgan Claverhouse Investment Trust has generated shareholders 46 years of dividend growth by investing in a focused portfolio of large UK companies.

 

Schroder Income Growth Fund

Managed by Sue Noffke the Schroder Income Growth Fund is an AIC Dividend Hero with a 23 year track record of delivering an increasing dividend. Investing primarily in above average yielding UK equities the fund can also, if considered appropriate, have exposure to overseas listed companies and bonds.

 

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
Charles Galbraith, Managing Director - AJ Bell Youinvest
18.35
Markets update and outlook for 2019
Russ Mould, Investment Director - AJ Bell
18.55
The case for smaller companies
Roland Arnold, Director, Portfolio Manager - BlackRock Smaller Companies Trust
19.15
UK smaller companies: finding opportunities in an uncertain market
Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
19.35
Consistently Claverhouse
William Meadon, Portfolio Manager - JPMorgan Claverhouse Investment Trust
19.55
Why now for UK Equities?
Sue Noffke, Prime UK Equity Fund Manager - Schroder Income Growth Fund
20.15
Panel discussion
Russ Mould, Investment Director - AJ Bell
Roland Arnold, Director, Portfolio Manager - BlackRock Smaller Companies Trust
Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
William Meadon, Portfolio Manager - JPMorgan Claverhouse Investment Trust
Sue Noffke, Prime UK Equity Fund Manager - Schroder Income Growth Fund
20.35
Drinks reception and canap├ęs
21.30
Close

Venue

etc.venues St Paul's

Sponsored by

Featured Companies