1. You are here: FE Trustnet News & Research Three UK funds that 2015’s best multi-manager is backing
1 2 3 Next
Three UK funds that 2015’s best multi-
manager is backing
The Share Centre’s Andy Parson, who funds of funds made the highest returns of their sectors
last year, reveals the UK names that is drip-feeding money into amid the turbulent market
environment.
Blending funds such as CF Woodford Equity Income, Standard Life
Investments UK Equity Income Unconstrained and CF Miton UK Value
Opportunities can offer diversified exposure to the UK stock market,
according to The Share Centre’s Andy Parson, who is using all three in his
top-performing multi-manager range.
Parson has managed the SF Cautious, SF Positive and SF
Adventurous funds of funds with Sheridan Admans since their launch in
March 2008, over which time they have outperformed their average peer in
their respective sectors. The funds had a particularly strong 2015, at a time when bruised investor
sentiment and increased volatility created a generally tough environment.
SF Cautious was the highest returning member of the IA Mixed Investment 20%-60% Shares sector after
making 7.36 per cent, SF Adventurous topped the IA Flexible Investment sector with 8.97 per cent and
SF Positive was in the IA Mixed Investment 40%-85% Shares sector’s third place with 8.74 per cent.
Performance of funds vs sectors over 2015
Source: FE Analytics
Parsons expects that 2016 could be another year of increased volatility and one where returns will be
hard to come by – he says that investors who can make 7 or 8 per cent over the year will have “done
well”. However, he is confident on the underlying funds in his portfolios and highlights three UK offerings
he currently favours.
CF Woodford Equity Income
UK equity income star Neil Woodford has built an enviable track record over his career, which saw him
spend more than 25 years running Invesco Perpetual’s flagship Income and High Income funds before
founding his own company to launch the now £8.3bn CF Woodford Equity Income fund.
Performance of fund vs sector and index since launch
Vote
Video Archive
Question: Are you expecting a major equity
market correction in the remaining months of
2016?
Yes
No
Haven’t got a clue
By Gary Jackson, Editor, FE Trustnet
Friday March 11, 2016
Add to
reading list Email Tweet ShareShare Comments 1
Videos
Toby Nangle on three years running Threadneedle
Dynamic Real Return
More Headlines
05:00 | Monday August 22, 2016
1
UK dividends drop behind the rest of the
developed world: Where should income
investors look?
03:00 | Monday August 22, 2016
2
What are the chances the FTSE will reach
50,000?
01:00 | Monday August 22, 2016
3
The three major trades you should be making
in your portfolio, according to LGIM
11:00 | Monday August 22, 2016
4
Elston: How to find stable income and an
attractive yield in the current market
07:00 | Monday August 22, 2016
5
The biggest bets that fund of fund managers
are backing
Funds mentioned in this article
SF Cautious
CF Woodford Equity Income
SF Positive
SF Adventurous
Standard Life Investments UK Equity Income
Unconstrained
CF Miton UK Value Opportunities
Managers mentioned in this article
Poll

2. The balanced funds
that tick (just about)
all the boxes you
can think of
18 Aug, 2016 at 11:00
The young top-
performing fund
challenging
Fundsmith Equity
16 Aug, 2016 at 11:00
Managers’
weighting to UK
equities nose-dives
following Brexit
vote
12 Aug, 2016 at
07:00
Five funds to benefit
from the Bank of
England’s ‘Super
Thursday’
05 Aug, 2016 at
07:00
The absolute return
funds that could’ve
lost you 20% in 2016
so far
03 Aug, 2016 at
07:00
1 2 3 Next
Source: FE Analytics
The manager tends to perform very strongly in down markets thanks to a bias to defensive blue-chips,
often from the healthcare or tobacco sectors. In 2008, for example, Invesco Perpetual Income’s 19.94
per cent fall was 10 percentage points lower than the FTSE All Share’s decline while in 2011 it made an
8.59 per cent gain when the index was down 3.46 per cent.
© Trustnet Limited 2016. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Thomson Financial Limited, London Stock Exchange Plc, StructuredRetailProducts.com and ManorPark.com
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any
responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an
investment decision. The value of investments and any income from them can fall as well as rise.
Previous Article Next Article
What are the chances the FTSE will
reach 50,000?
The three major trades you should be
making in your portfolio, according to
LGIM
Editors’ Picks