Introduction to Specialists
The 'Specialist' sector is a melting pot and may include everything from thematic healthcare or agriculture funds to specific regional funds, such as Latin American or Korea. The sector also increasingly contains multi-asset funds from managers who want to retain maximum flexibility in their asset allocation, plus absolute return funds.
It can be difficult to compare performance within the sector because fund managers are invested in such different types of companies and markets. As such, Latin American funds may be top in a year where the markets have performed particularly well, while healthcare funds may do well in a more risk averse investment environment. The key is to compare like with like, checking a fund's performance against both its peer group and similar funds rather than the specialist sector as a whole.
Investors will find funds in this sector that can allow them to express nuanced asset allocation views and invest in specific within their portfolios - the growth of agriculture, for example, or the ageing population.
The tax treatment of investments is subject to tax law and HMRC practice which are subject to change.
OEICs and Unit Trusts
OEICs and Unit Trusts
|Name||1 Year (%)||3 Years (%)||5 Years (%)||NAV||Discount||NDY||Sector|
|Edge Performance VCT Plc H||-18.18||-47.63||-51.63||59.79||-32.26||-||VCT Specialist Media Leisure & Events||Buy|
|Edge Performance VCT Plc I||-11.75||-46.96||-53.71||43.94||-36.73||-||VCT Specialist Media Leisure & Events||Buy|
|Foresight VCT plc Infrastructure ORD 1P||32.39||35.09||26.78||91.50||-94.54||-||VCT Specialist Infrastructure PQ||Buy|
|Hygea VCT||-1.10||-31.82||-37.88||64.00||-29.69||-||VCT Specialist Healthcare & Biotechnlgy||Buy|
|Oxford Technology 2 VCT PLC||86.39||146.69||170.57||38.90||-29.31||29.09||VCT Specialist Technology||Buy|
|Oxford Technology 3 VCT PLC||9.41||32.01||24.73||86.30||-39.17||7.62||VCT Specialist Technology||Buy|
|Oxford Technology 4 VCT PLC||-7.50||43.67||10.40||54.70||-32.36||-||VCT Specialist Technology||Buy|
|Oxford Technology VCT PLC||-5.10||-32.16||-35.79||52.60||-33.46||2.86||VCT Specialist Technology||Buy|
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