The year end is a natural time for people to review their investment portfolios and ensure it is well positioned for the year ahead. Alena Kosava, head of investment research at AJ Bell, looks at eight funds and investment trusts with different risk levels covering bonds, global equities, infrastructure, healthcare and dividends.
Balanced investors:
Fidelity European Trust
The trust aims to achieve long-term growth in both capital and income by predominantly investing in equities of continental European companies. The strategy is focused on identifying long-term growth opportunities in companies with strong fundamentals as well as long-term structural growth prospects. Manager Sam Morse has three decades of experience having worked at Fidelity for 18 years and looks for businesses exhibiting an ability to grow dividend sustainably over a 3-5 year period. He co-manages the strategy with Marcel Stötzel, who was appointed in September 2020.
Fidelity European Trust PLC (LON:FEV) aims to be the cornerstone long-term investment of choice for those seeking European exposure across market cycles.
