In the first of our 'Three funds for...' series, a hypothetical Mr Davis has a medium attitude to risk and wants to move from an underweight to a neutral position in Europe. Ken Rayner, director of Rayner Spencer Mills, suggests a package of three Europe ex-UK funds that could suit his needs.
Over time, many clients find their portfolio becomes unbalanced as different investments perform with varying results. Our hypothetical client, Mr Davis, is looking to re-balance his portfolio on a three to five-year view. Having been considerably underweight in Europe, Mr Davis has read that there are now significant opportunities with valuations looking more favourable and he wants to bring the portfolio exposure to a neutral position by investing into two Europe ex-UK funds. Mr Davis has a medium attitude to risk, and so will be bringing the overall percentage weighting to Europe t...
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