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 (%)
Marlborough ETF Commodity P Acc-4.411.27-26.8816.29-Buy
Marlborough ETF Commodity B-4.650.50-27.8016.29-Buy
Marlborough ETF Global Growth P Acc8.0121.7945.232.230.46Buy
Marlborough ETF Global Growth B7.7420.8343.422.230.19Buy
Neptune India C Acc GBP5.4332.9790.06103.260.01Buy
Neptune Latin America C Acc GBP6.4960.0511.3138.491.03Buy
Neptune Russia & Greater Russia C Acc GBP12.2786.1116.67209.693.68Buy
Newton Multi-Asset Diversified Return Inst W Acc5.5518.0030.68162.392.19Buy
Robeco Global Consumer Trends Equities F GBP20.9356.63119.441,551.73-Buy
Sarasin Food & Agriculture Opportunities P Acc11.5246.5453.23157.271.32Buy
Sarasin Food & Agriculture Opportunities I Acc11.3945.9452.23157.271.28Buy
Schroder Small Cap Discovery Z Acc7.3629.7757.44241.070.77Buy
Standard Life Investments Enhanced Diversification Growth Platform Acc8.6012.32-255.30-Buy
Stewart Investors Asia Pacific Leaders B Acc GBP5.0028.6853.277,953.781.08Buy
Stewart Investors Global Emerging Markets Sustainability B GBP Acc10.0635.2447.63394.780.87Buy
Stewart Investors Global Emerging Markets B GBP Acc6.8833.2235.93697.610.80Buy
Stewart Investors Indian Subcontinent B GBP6.0332.96115.16254.22-Buy
Stewart Investors Latin America B GBP Acc9.6360.3116.77205.991.06Buy
T. Rowe Price Global Natural Resources Equity C Acc---1.75-Buy
TC Peterhouse Gold and Precious Metals B-18.5239.89-46.432.49-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Framlington Biotech Z Inc5.768.84152.97480.41-Buy
AXA Framlington Financial Z Inc11.0243.6876.2658.421.62Buy
AXA Framlington Health Z Inc-3.8216.2189.64473.050.37Buy
Aberdeen Financial Equity I Inc10.6046.00-50.521.00Buy
Aberdeen Multi Manager Ethical Portfolio I Inc5.7637.0568.7365.270.20Buy
Baillie Gifford Diversified Growth B Inc5.1914.3224.376,845.641.98Buy
Baillie Gifford Multi Asset Growth B Inc6.34--572.861.59Buy
Baring German Growth I Inc GBP19.2159.5498.13803.081.40Buy
Baring Korea Trust I Inc GBP12.9638.9132.75118.790.20Buy
BlackRock Dynamic Diversified Growth D Inc5.684.2515.362,427.751.23Buy
BlackRock Gold & General D Inc-23.8519.30-24.771,030.30-Buy
BlackRock Natural Resources Growth & Income D Inc-6.4622.0015.4656.782.53Buy
Consistent Unit Trust Inc-3.791.2321.1412.824.67Buy
EF Tellsons Endeavour IF Inc6.8511.93-29.003.63Buy
F&C High Income C Inc1.714.975.9772.915.00Buy
F&C UK Equity Linked Gilt 2 Inc2.0928.0270.99154.391.20Buy
FP Russell Investments Real Assets C Inc-2.424.255.18105.541.25Buy
FP WM Global Trend B Inc-0.0319.8822.4831.10-Buy
First State Global Listed Infrastructure B Inc-3.9831.1972.222,292.373.46Buy
Franklin Global Listed Infrastructure W QDis GBP1.4628.92-72.71-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
3i Group Plc Ord36.21117.16268.0233.64701.00Buy
3i Infrastructure5.5356.97110.8611.53177.00Buy
Aberdeen Private Equity Ltd GBP24.3773.58106.44-3.69147.96Buy
Alcentra European Floating Rate Income Limited Ord-0.216.1717.00-6.91104.85Buy
Alternative Liquidity84.47---42.710.42Buy
Amedeo Air Four Plus Limited Red Ord NPV13.97--6.94100.06Buy
Apax Global Alpha Limited Ord Npv-0.03---10.13158.00Buy
Axiom European Financial Debt Fund Limited Ord20.17---0.30107.32Buy
BB Healthcare Trust Plc Red Ord 1p-1.47---0.60108.65Buy
BBGI SICAV S.A. Ord-1.6023.1048.214.51128.70Buy
BH Global GBP7.729.1818.59-5.811,497.00Buy
BH Global USD8.8810.8120.00-5.6914.95Buy
BH Macro GBP-3.16-5.031.98-6.922,189.00Buy
Better Capital 2009-39.61-13.58-45.17-45.41114.48Buy
Better Capital 2012 Ord-14.34-47.58-64.94-47.0945.36Buy
Big Yellow Group PLC16.0244.04152.59--Buy
Biopharma Credit Plc Ord USD0.01---1.931.01Buy
Blackstone/GSO Loan Financing Limited-0.2624.72-2.430.92Buy
Bluefield Solar Income Limited8.5731.78-2.92107.85Buy
Boussard & Gavaudan Holding Ltd GBP8.3738.0364.90-18.862,113.59Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
BlackRock iShares Global Consumer Staples ETF NAV-1.381.9214.4485.14AUDEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD INDUSTRIALS TR C USD11.2819.9933.0872.05USDEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD UTILITIES TR C USD-8.234.097.7632.55USDEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD CONSUMER DISCRETIONARY TR C GBP7.1210.1246.68110.03GBXEquity - Other SpecialistBuy
LYXOR UCITS ETF MSCI WORLD CONSUMER STAPLES TR C USD-0.765.3915.2442.72USDEquity - Other SpecialistBuy
SPDR MSCI Europe Industrials UCITS ETF4.569.6221.9264.84EUREquity - Other SpecialistBuy
SPDR MSCI Europe Utilities UCITS ETF-11.48-0.49-6.1632.26EUREquity - Other SpecialistBuy
SPDR MSCI Europe Consumer Discretionary UCITS ETF5.967.975.9968.19EUREquity - Other SpecialistBuy
SPDR MSCI Europe Consumer Staples UCITS ETF-5.91-4.706.7340.97EUREquity - Other SpecialistBuy
SPDR S&P US Consumer Staples Select Sector UCITS ETF17.4721.01--USDEquity - Other SpecialistBuy
SPDR S&P US Industrial Select Sector UCITS ETF13.4417.73--USDEquity - Other SpecialistBuy
SPDR S&P US Utilities Select Sector UCITS ETF-9.63-0.28--USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Consumer Staples UCITS ETF-0.725.6114.9439.64USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Utilities UCITS ETF-8.174.306.5526.77USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Consumer Discretionary UCITS ETF15.6722.7930.9985.52USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Industrials UCITS ETF11.2320.0832.1867.39USDEquity - Other SpecialistBuy
SSGA SPDR MSCI World Materials UCITS ETF12.1019.7523.5327.76USDEquity - Other SpecialistBuy
Source Consumer Discretionary S&P US Select Sector Source17.4020.8642.75117.87USDEquity - Other SpecialistBuy
Source Consumer Staples S&P US Select-2.17-0.1714.5552.76USDEquity - Other SpecialistBuy
Source Industrials S&P US Select11.7315.0334.8094.51USDEquity - Other SpecialistBuy

Disclaimer

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