Shares Investor Evening (London)

Shares Investor Evening (London)

Tuesday 30 October 2018
 
Investment Trusts for Growth
 

Whatever your ultimate investment goals if you are looking to grow your portfolio then investing in investment trusts can offer many benefits. In some investors' minds investment trusts are solely synonymous with income, but there are many trusts that have a growth mandate, or a combination of growth with income.

There are lots of different ways that investments trusts invest to generate their growth. They can be used to get exposure to different markets and asset classes and understanding where and how they put their money to use can help you better understand which investment trusts are right for you.

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.

Baillie Gifford UK Growth Fund
The Trust aims to maximise capital growth over the long-term from with the majority of assets held in a 'best ideas' portfolio of approximately 40 UK listed equities.

Henderson Alternative Strategies Trust
Benchmarked against the FTSE World Total Return index using a multi asset approach the Trust aims to exploit global opportunities not normally accessible in one investment vehicle.

Lowland Investment Company
With an objective of delivering a combination of income and growth the Lowland Investment Company's portfolio is predominantly UK focussed and includes a blend of large, medium and smaller companies. 

Fundsmith Emerging Equities Trust
Using the same strategy as the Fundsmith Equity Fund the Fundsmith Emerging Equities Trust  invests in companies that have their operations, or revenue derived from, developing economies.

Fidelity Special Values Trust
This value contrarian trust is focused on the UK but invests up to 20% in overseas markets. Portfolio manager Alex Wright seeks out stocks that he believes are undervalued by the market and whose growth potential has yet to be appreciated by other investors.

Attend the event on 30 October 2018 and you will be entered into a prize draw to win a Fortnum & Mason Wayfarer Hamper worth £150 which will be presented on the night (Terms and Conditions apply

 

Who Should Attend

The evening is perfect for investors that are interested in better understanding how to invest to growth in 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
Understanding the concept of growth
Daniel Coatsworth, Editor - Shares
18.40
Why bother with the UK?
James Henderson, Fund Manager - Lowland Investment Company
19.00
How about UK equities – a different perspective
Milena Mileva, Fund Manager - Baillie Gifford UK Growth
19.20
Don’t wait for the good news to buy UK equities
Matthew Jennings, Investment Director - Fidelity Special Values Trust
19.40
Applying a disciplined approach to investing in emerging markets
Sandip Patodia, Equity Analyst - Fundsmith Emerging Equities Trust
20.00
Equities and bonds - is there an alternative?
James de Bunsen, Fund Manager - Henderson Alternative Strategies Trust
20.20
Panel discussion
Milena Mileva, Fund Manager - Baillie Gifford UK Growth
Matthew Jennings, Investment Director - Fidelity Special Values Trust
Sandip Patodia, Equity Analyst - Fundsmith Emerging Equities Trust
James de Bunsen, Fund Manager - Henderson Alternative Strategies Trust
James Henderson, Fund Manager - Lowland Investment Company
Daniel Coatsworth, Editor - Shares
20.40
Drinks reception and canapés
21.30
Close

Venue

etc.venues St Paul's

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