/ PORTFOLIO CONSTRUCTION /
MIDFIELD
neral All
Legal & Ge
dex Trust
In
lt
Gi
ks
Stoc
CF Lindsell
Train UK Eq
uity
Nick Train
JUSTIN ONUEKWUSI: “Providing protection for
the centre-backs, the Legal & General fund may be
controversial. Much maligned since the financial
crisis and written off year after year, it has continued
to deliver when the defence is under attack. A well-
balanced team needs an allocation to gilts.”
JOHN HUSSELBEE: “A seasoned campaigner who
always give 100 per cent, Nick Train would be one of
eturns
H20 MultiR
lley
Vincent Chai
the first names on the team sheet. This is a concentrated
portfolio of quality companies where the manager has
the patience to grind out a long-term result.”
RYAN HUGHES: “The creative midfielder needs to be
able to go anywhere on the pitch, which is what the
team at H20 do with their global macro approach. They
have the widest opportunity set and don’t mind taking a
high-conviction approach to maximise returns.”
FORWARDS
tegic Assets
Artemis Stra
tlewood
William Lit
Legg Mason
Japan Equi
ty
Hideo Shiozu
mi
JOHN HUSSELBEE: “The first line of defence is attack.
Look for funds that can attack the markets from all
angles, but defend when required. William Littlewood’s
Artemis Strategic Assets adopts a simple approach that
allows it to perform well in favourable markets and
preserve capital when they fall.”
RYAN HUGHES: “Few funds are as volatile as Legg
Mason Japan Equity, given Hideo Shiozumi’s focus on
trustnetdirect.com
European
BlackRock
Dynamic
ert
Alister Hibb
small caps. However, when it is in favour, there is no
better place to make strong returns. Not a holding for
the faint hearted, but perfect in any attacking line-up.”
JUSTIN ONUEKWUSI: “Alister Hibbert’s BlackRock
European Dynamic fund can play on the wing or
upfront, taking in the ups and downs of European
equities. Like all strikers, once it hits a purple patch,
confidence builds, resulting in strong outperformance.”
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