- EQ Investors - https://eqinvestors.co.uk -

Best Ideas – Cautious Plus

Fund typeManaged by
Alternatives - Directional Trading
JPMorgan Global Macro Opportunities [1]OEICJames Elliot, Talib Sheikh & Shrenick Shah [2]
The fund should be viewed as an Absolute Return vehicle, attempting to generate a return of cash + 7% by identifying and investing in macroeconomic themes globally that are likely to drive asset prices.
MontLake DUNN WMA Institutional UCITS Fund [3]OEICDr Daniel Dunn & Dr Roberto Osorio [4]
A 100% systematic trend following program that is adaptive to the market risk environment and the trend characteristics prevalent at any time. The portfolio encompasses global financial, energy, metal and agriculture futures markets.
Alternatives - Long / Short
Man GLG Innovation Equity [5]OEICPriya Kodeeswaran [6]
GLG Innovation Alpha is a global equity market neutral fund with a focus on companies that are either innovating or rapidly changing. Often these companies will see significant dispersion of predicted earnings by the analyst community.
Bonds - Flexible Bonds
Janus Henderson Strategic Bond [7]OEICJohn Pattullo and Jenna Barnard [8]
A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.
TwentyFour Dynamic Bond [9]OEICEoin Walsh and Gary Kirk [10]
An unconstrained fixed income fund that invests in a broad range of bonds and fixed-income assets, managed by a team of industry veterans who were involved in the development of the fixed income markets over the last 25 years.
Bonds - Government
Vanguard US Government Bond Index [11]OEICGregory Davis [12]
A fund that looks to track the performance of US government bonds
Bonds - Investment Grade
L&G Short Dated Sterling Corporate Bond Index [13]Unit TrustChad Rakvin [14]
A fund that tracks the performance of investment grade sterling corporate bonds  with maturities of 1-5 years
TwentyFour Monument Bond [15]OEICBen Hayward [16]
A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.
Bonds - Relative Value
Goldman Sachs Global Strategic Macro Bond [17]SICAVIain Lindsay & Jonathan Xiong [18]
The fund invests in global fixed income markets, focused mostly on developed market interest rates and currencies. The investment philosophy is focused on macroeconomic fundamentals and takes both long and short positions across markets.
Equities - Asia
Stewart Investors Asia Pacific Leaders [19]OEICDavid Gait [20]
The First State Asia Pacific Leaders Fund focuses on large cap stocks with a minimum market cap of $1bn. The fund utilises a team of 22 well-seasoned Asian equity specialists through a stable and well-defined process to uncover compelling stock ideas to construct a high conviction portfolio.
Equities - Emerging Markets
Hermes Global Emerging Markets [21]OEICGary Greenberg [22]
An equity fund investing predominately in stocks of emerging market countries.
Equities - Europe
Jupiter European [23]Unit TrustAlexander Darwall [24]
An equity fund investing in large sized European companies.
Equities - Frontier Markets
Magna New Frontiers [25]OEICDominic Bokor-Ingram and Stefan Bottcher [26]
A fund focused on frontier markets, including those countries that remain investible but are deemed less established than emerging market countries. Typically these countries exhibit high economic growth and favourable population dynamics.
Equities - Global
Fundsmith Equity [27]OEICTerry Smith [28]
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Rathbone Global Opportunities [29]Unit TrustJames Thomson [30]
An equity fund investing in stocks on a global basis.
Equities - Japan
Baillie Gifford Japanese [31]OEICMatthew Brett [32]
An equity fund investing in large sized Japanese companies.
Equities - Thematic
First State Global Listed Infrastructure Fund [33]OEICAndrew Greenup & Peter Meany [34]
The fund focuses on identifying stocks that are under-priced with respect to their quality in sectors with Infrastructure characteristics such as long-duration cash flows and inflation linked revenues.
Equities - UK
JOHCM UK Dynamic [35]OEICAlex Savvides [36]
This fund focuses on investing in restructure, recovery and hidden growth stocks.
Liontrust Special Situations [37]OEICAnthony Cross and Julian Fosh [38]
A long only UK equity growth fund consisting of high quality companies with strong balance sheets
Royal London Sustainable Leaders Trust [39]Unit TrustMike Fox [40]
This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.
Threadneedle UK Equity Income [41]OEICRichard Colwell [42]
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
Equities - US
Vanguard US Equity Index [43]OEICGerard O’Reilly [44]
A fund that looks to track the performance of companies of all sizes in the United States
Mixed - Equity range 0-35%
Investec Diversified Income [45]OEICJohn Stopford [46]
A fund investing across the full spectrum of asset classes, allocating across equities, bonds, commodities, infrastructure, property, in addition to a derivative overlay to offer protection.
Mixed - Equity range 20-60%
CG Absolute Return [47]OEICAlastair Laing, Chris Clothier & Peter Spiller [48]
A mixed-asset fund investing across asset classes, both risk assets at an intrinsic discount, as well as a variety of defensive strategies to provide suitable ballast.
Mixed - Mixed Investment
Troy Trojan [49]OEICSebastian Lyon [50]
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.