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Model Portfolios - Fund


  • Fund Portfolio enters new realm
    Peter Temple
    28.10.09
    Despite continuing to outperform the market, the Analyst thinks it's time to add to the Fund Portfolio. He's eyeing up the iShares JP Morgan $ Emerging Markets Bond Fund which takes the Portfolio into unchartered territory.
  • Analyst eyes emerging markets
    Peter Temple
    29.09.09
    It's been a good month for the Fund Portfolio, but The Analyst has his eye on dipping into the emerging markets with some of the Portfolio's cash holding. However, he's waiting for some realism in global markets until he does.
  • No change in Fund Portfolio
    Peter Temple
    04.08.09
    The Analyst is rueing his heavy holding in cash as the markets took a turn for the better. However, his search for a new constituent has proved fruitless so far.
  • Analyst eyes up gold
    Peter Temple
    08.07.09
    There's been little change in terms of movement for the Fund Portfolio, but with cash burning a hole in his pocket, the Analyst has his eyes on gold.
  • Analyst questions move for cash
    Peter Temple
    13.05.09
    Having seen the Fund Portfolio and market make strides forward, The Analyst debates his safety-first attitude.
  • Analyst sees further falls to come
    Peter Temple
    14.04.09
    Maintaining decent levels of cash in the Fund Portfolio is only prudent, says the Analyst, who is not convinced we've hit the bottom.
  • Fund Portfolio buoyed by gold
    Peter Temple
    16.02.09
    The Analyst feels particularly gloomy as New Star winds up its Heart of Africa fund, and he dwells on forecasts of economic recovery in 2012 and double-digit inflation.
  • Analyst is short Armageddon
    Peter Temple
    20.01.09
    The Analyst gives up on New Star Heart of Africa fund and ponders a switch into corporate bonds. Bond prices may be pricing in Armageddon he says, which could be an opportunity.
  • Analyst sits on hands
    Peter Temple
    28.10.08
    The Analyst is waiting for the market to regain a sense of proportion before committing any more of the Fund Portfolio's cash. Maybe in a couple of months, markets will be calmer. They'll be different too.
  • Rock solid Maximiser bolsters Fund Portfolio
    Peter Temple
    02.10.08
    Volatile markets are good for writers, a strategy used by Schroder in its Income Maximiser fund. It's one reason why the Fund Portfolio has almost doubled the increase in the FTSE.
  • Fund Portfolio still ahead of the game
    Peter Temple
    05.08.08
    The Analyst is wary that the bear market still has legs, so is preparing for his next move later in the year and has his eyes on the climate change sector.
  • Picking funds, not performance
    Peter Temple
    07.07.08
    On the fifth anniversary of the Fund Portfolio, The Analyst demonstrates how an intelligently selected portfolio of funds can beat the market.
  • Fund Portfolio looks to Africa
    Peter Temple
    14.05.08
    Despite reservations about the recent rally, the Analyst can't afford to miss out. He trims his holdings in cash and gold and after a long search, buys New Star Heart of Africa.
  • Analyst eyes China
    Peter Temple
    11.04.08
    The Analyst has cash to invest in the Fund Portfolio, but he's holding off while the credit crunch unwinds. Meanwhile, he's looking at emerging markets again, especially China.
  • New tricks for Fund Portfolio
    Peter Temple
    22.01.08
    Running a portfolio of funds involves a rather different discipline to stock picking, says The Analyst, but the Fund Portfolio is a picture of health.
  • Gold falls hit Fund Portfolio
    Peter Temple
    21.12.07
    The Fund Portfolio's biggest constituent - Merrill Lynch Gold & General - is hit by the drop in the price of gold which leads to a sharp under-performance, says The Analyst.
  • Gold bet is paying off
    Peter Temple
    31.10.07
    Merrill Lynch Gold & General continues to lead the Fund Portfolio higher and higher, but the Analyst has found a gold fund he likes even more.
  • Gold boosts Portfolio
    Peter Temple
    01.10.07
    The Fund Portfolio's value surges with Merrill Lynch Gold & General, but The Analyst sits on his cash as uncertainty about housing and the economy builds.
  • Fund Portfolio beats the blues
    Peter Temple
    07.08.07
    Despite a sharp drop in the FTSE 100, the Fund Portfolio is up. The Analyst rebalanced just in time.
  • Analyst splits Fidelity's twins
    Peter Temple
    09.07.07
    The Analyst can't bring himself to sell old favourite, Artemis UK Growth. He's feeling less sentimental about Fidelity.
  • Fund Portfolio beats the blues
    Peter Temple
    19.03.07
    Despite the riskiness of some of his selections, the Fund Portfolio held up well through the recent falls.
  • Dollar gains and China pains
    Peter Temple
    22.12.06
    It's been a good end to the year for the portfolio, but The Analyst is worried the dollar will rebound.
  • Gold and Fidelity not glittering
    Peter Temple
    02.10.06
    Temporary falls in gold sees The Analyst stashing Krugerrands. It's no time to sell Merrill Lynch Gold and General, he says, but he's not so sure about newfangled Fidelity Global Special Situations.
  • In praise of active management
    Peter Temple
    07.08.06
    Active management is more expensive than index tracking, says The Analyst, but so far it has worked in his model Fund Portfolio. It's up 63% since inception against 43% for the market.
  • Bullish on Fidelity and fallen sectors
    Peter Temple
    10.07.06
    With a large slug of his Fund Portfolio in Fidelity Special Situations, emerging markets, US smaller companies and gold, The Analyst has much to think about. He's down 10% since his last update.
  • Gold & General drives Fund Portfolio
    Peter Temple
    15.05.06
    Another good month sees the Fund Portfolio rise almost 10%. News from F&C Pacific Growth is not so good, though, and The Analyst finds a contrary 'play' to replace it.
  • Analyst holds on to winning funds
    Peter Temple
    16.03.06
    Even though three of his funds have all but doubled, The Analyst won't sell. They're specialist funds he says, in the portfolio for a reason.
  • Fund Portfolio up 43% - boosted by gold
    Peter Temple
    18.01.06
    Merrill Lynch Gold, and gold in general are high performers at the moment, both as a commodity and as a US$ hedge. Only when Gordon Brown wants to buy again will The Analyst be ready to sell…
  • Gold, wonderful gold
    Peter Temple
    22.03.05
    Fund portfolio: The 'barbarous relic' comes up trumps against a dollar in freefall.
  • Eastern promise
    Peter Temple
    21.12.04
    The Analyst moves investments out of Japan and into China, Korea and Taiwan.
  • Funding for a rainy day
    Peter Temple
    03.11.04
    The Analyst sings the praises of funds and ISAs, provided you take the long view.
  • Gold fund glitters
    Peter Temple
    01.10.04
    Picking gold miners is tricky, which is why the Analyst leaves it to Merrill Lynch.
  • Success beyond equities
    Peter Temple
    26.07.04
    The Analyst's top fund this month bears no relation to the markets. Just as well.
  • Special situations
    Peter Temple
    30.09.03
    Fidelity Special Situations catches the eye with a 12% rise.