Specialists

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

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Framlington Biotech Z Inc7.2018.37166.03512.54-Buy
AXA Framlington Financial Z Inc16.7456.6395.1660.941.64Buy
AXA Framlington Health Z Inc1.5426.58111.43509.370.38Buy
Aberdeen Financial Equity I Inc16.0756.27-52.671.20Buy
Aberdeen Multi Manager Ethical Portfolio I Inc11.5049.1487.5267.770.20Buy
Baillie Gifford Diversified Growth B Inc8.4818.0827.926,951.041.99Buy
Baillie Gifford Multi Asset Growth B Inc9.41--559.361.60Buy
Baring German Growth I Inc GBP27.4480.30124.39779.901.40Buy
Baring Korea Trust I Inc GBP25.8250.8049.68124.400.20Buy
BlackRock Dynamic Diversified Growth D Inc8.918.1218.852,483.921.21Buy
BlackRock Gold & General D Inc-9.0628.18-22.621,078.90-Buy
BlackRock Natural Resources Growth & Income D Inc2.6244.1231.8162.162.26Buy
Consistent Unit Trust Inc2.1112.5132.3311.514.06Buy
EF Tellsons Endeavour IF Inc11.2116.38-27.003.63Buy
F&C High Income C Inc4.719.739.9075.704.90Buy
F&C UK Equity Linked Gilt 2 Inc12.3342.7491.27202.211.00Buy
FP Russell Investments Real Assets C Inc1.477.8413.44111.481.20Buy
FP WM Global Trend B Inc4.6828.8131.4630.50-Buy
First State Global Listed Infrastructure B Inc3.5742.0496.452,530.623.33Buy
Franklin Global Listed Infrastructure W QDis GBP6.6234.59-72.47-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
3i Group Plc Ord35.22143.13376.9545.55652.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure14.6469.44133.2317.23177.00Buy
Aberdeen Private Equity Ltd GBP24.5474.92123.31-2.19148.25Buy
Alcentra European Floating Rate Income Limited Ord0.187.0017.50-6.36105.62Buy
Allianz Technology Trust PLC42.44117.61261.28-1.131,231.45Buy
Alternative Liquidity127.07----Buy
Amedeo Air Four Plus Limited Red Ord NPV9.16----Buy
Apax Global Alpha Limited Ord Npv6.77---6.01158.00Buy
Axiom European Financial Debt Fund Limited Ord21.52---0.33105.85Buy
BB Healthcare Trust Plc Red Ord 1p9.92--0.82116.54Buy
BBGI SICAV S.A. Ord6.8829.4463.8010.33128.70Buy
BH Global GBP7.2410.3918.61-7.371,479.00Buy
BH Global USD4.9410.2619.82-7.9814.78Buy
BH Macro GBP-1.441.302.28-5.372,177.00Buy
Baker Steel Resources Trust68.0761.29-43.82-11.9756.80Buy
Better Capital 2009-40.1012.39-23.94-45.84114.48Buy
Better Capital 2012 Ord-3.72-44.22-63.69-44.8945.36Buy
Big Yellow Group PLC19.5746.84156.38--Buy
Biopharma Credit Plc Ord USD0.01---4.851.00Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
BlackRock iShares Global Consumer Staples ETF NAV2.059.5927.84107.19AUDEquity - Other SpecialistBuy
DB X-Trackers LPX MM Private Equity UCITS ETF 1C GBP5.9313.7763.75118.95GBPEquity - Other SpecialistBuy
DB X-Trackers Stoxx Europe 600 Utilities UCITS ETF 1C GBP1.8213.4124.3550.99GBPEquity - Other SpecialistBuy
DB X-Trackers STOXX Europe 600 Food & Beverage UCITS ETF 1C GBP3.0112.2040.0268.91GBPEquity - Other SpecialistBuy
DB X-Trackers Stoxx Europe 600 Industrial Goods UCITS ETF 1C GBP8.1121.2765.0091.15GBPEquity - Other SpecialistBuy
DB X-Trackers S&P Global Infrastructure UCITS ETF 1C GBP-1.813.0427.3567.23GBPEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD INDUSTRIALS TR C USD15.2029.5249.2385.56USDEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD UTILITIES TR C USD0.6311.649.8940.31USDEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD CONSUMER DISCRETIONARY TR C GBP11.5911.9660.73127.97GBXEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD CONSUMER STAPLES TR C USD5.0916.9923.9757.56USDEquity - Other SpecialistBuy
SPDR MSCI Europe Industrials UCITS ETF4.2117.5339.9676.71EUREquity - Other SpecialistBuy
SPDR MSCI Europe Utilities UCITS ETF-0.8011.185.6640.60EUREquity - Other SpecialistBuy
SPDR MSCI Europe Consumer Discretionary UCITS ETF5.7311.7922.5172.10EUREquity - Other SpecialistBuy
SPDR MSCI Europe Consumer Staples UCITS ETF-2.867.6619.9157.88EUREquity - Other SpecialistBuy
SPDR S&P US Consumer Staples Select Sector UCITS ETF17.1326.42--USDEquity - Other SpecialistBuy
SPDR S&P US Industrial Select Sector UCITS ETF16.3928.78--USDEquity - Other SpecialistBuy
SPDR S&P US Utilities Select Sector UCITS ETF-1.836.52--USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Consumer Staples UCITS ETF5.1317.2423.4853.95USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Utilities UCITS ETF0.6611.898.4733.82USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Consumer Discretionary UCITS ETF16.5527.4044.1890.22USDEquity - Other SpecialistBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Edge Performance VCT Plc H-18.18-47.63-51.6359.79-32.26-VCT Specialist Media Leisure & EventsBuy
Edge Performance VCT Plc I-11.75-46.96-53.7143.94-36.73-VCT Specialist Media Leisure & EventsBuy
Foresight VCT plc Infrastructure ORD 1P32.3935.0926.7891.50-94.54-VCT Specialist Infrastructure PQBuy
Hygea VCT-1.10-31.82-37.8864.00-29.69-VCT Specialist Healthcare & BiotechnlgyBuy
Oxford Technology 2 VCT PLC86.39146.69170.5738.90-29.3129.09VCT Specialist TechnologyBuy
Oxford Technology 3 VCT PLC9.4132.0124.7386.30-39.177.62VCT Specialist TechnologyBuy
Oxford Technology 4 VCT PLC-7.5043.6710.4054.70-32.36-VCT Specialist TechnologyBuy
Oxford Technology VCT PLC-5.10-32.16-35.7952.60-33.462.86VCT Specialist TechnologyBuy

Disclaimer

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