AJ Bell Youinvest Investor Seminar

AJ Bell Youinvest Investor Seminar

Tuesday 30 April 2019

Investing for the new tax year

 

With a new tax year having just started and with it a new ISA allowance come to the free AJ Bell Youinvest Investing for the New Tax Year event to hear insight from leading fund managers talking about their funds and AJ Bell’s Senior Analyst Tom Selby who will be giving his overview of making the most of ISAs and SIPPs, their benefits, and how best to use them.

BlackRock Greater Europe Investment Trust

The Trust has a growth objective which it seeks to meet by investing in a focused portfolio of large, medium and small cap European companies together with some investment in the developing markets of Europe.

JPMorgan Emerging Markets Investment Trust

A FTSE 250 member the JPMorgan Emerging Markets Investment Trust seeks to uncover attractively priced quality stocks from across the emerging markets regions.

Monks Investment Trust

To achieve the Trust’s aim of long-term capital growth the management team of the Monks Investment Trust seek to create a differentiated global equity portfolio of growth stocks.

Polar Capital Global Financials Trust

Polar Capital Global Financials Trust was launched in 2013 to give investors a way of gaining exposure to the financials sector. It has a global portfolio of investments including banks, asset managers, insurance and fintech companies.

Schroder Japan Growth Fund

Drawing on Schroders’ research resources in Japan the principal investment objective of the Schroder Japan Growth Fund is to achieve capital growth from a portfolio principally comprising securities listed in the Japanese stock markets.

 

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

17.45
Registration and coffee
18.20
Welcome
Tom Selby, Senior Analyst - AJ Bell (AJB)
18.25
How to make the most of pension tax perks
Tom Selby, Senior Analyst - AJ Bell (AJB)
18.45
Global Growth From Different Perspectives
Jon Henry, Client Service Manager - Monks Investment Trust
19.05
Europe: finding diamonds in the rough
Stefan Gries, CFA, Director and Portfolio Manager - BlackRock Greater Europe Investment Trust
19.25
Emerging Markets - The long term story
Austin Forey, Portfolio Manager - JPMorgan Emerging Markets Investment Trust
19.45
Japan – part of a new year portfolio
Masaki Taketsume, Fund Manager, Japanese Equities - Schroder Japan Growth Fund
20.05
The Financials Sector 10 years after the Crisis
Nick Brind, Fund Manager - Polar Capital Global Financials Trust
20.25
Panel discussion
Tom Selby, Senior Analyst - AJ Bell (AJB)
Stefan Gries, CFA, Director and Portfolio Manager - BlackRock Greater Europe Investment Trust
Austin Forey, Portfolio Manager - JPMorgan Emerging Markets Investment Trust
Jon Henry, Client Service Manager - Monks Investment Trust
Nick Brind, Fund Manager - Polar Capital Global Financials Trust
Masaki Taketsume, Fund Manager, Japanese Equities - Schroder Japan Growth Fund
20.45
Drinks reception and canapés
21.45
Close

Venue

Hilton Edinburgh Grosvenor Hotel

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