Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Majedie Investments. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
While diversification is often touted as the key tenet of successful investing, it can be a challenge for some investors to achieve a balanced, diversified allocation on their own. Majedie Investments takes some of the heavy lifting out of this process by itself investing in six sub-funds, with the aim of achieving both capital growth and income.
Over the last few years, MAJE’s decision to be over weight towards the UK has caught a lot of investors’ attention, given that many investors have fled UK markets due to the much-discussed uncertainty over Brexit. However, this overweight is a deliberate reflection of the highly active, stock-specific investment approach that the trust’s sub-funds employ -an approach which has a proven track record.
The trust invests in two UK funds, the Majedie UK Equity Fund and the Majedie UK Income Fund, run by a highly-experienced team of analysts at active management boutique Majedie Asset Management - giving investors access to two investment propositions for the price of one.
Both funds look at the attributes of specific companies when choosing what in the UK to invest in, with a view that the UK’s economy remains relatively resilient. Here, we highlight some of the key opportunities their managers have uncovered.
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