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Investment Ideas & Newsletters

We’ve got plenty of ideas to help you make the most of your savings. We don’t give advice or make recommendations, just ideas to help you make informed choices.

Spring Newsletter 2024

Take a look at our latest Newsletter with all our ideas for investment for 2023/24

JPMorgan Global Growth & Income plc

To provide superior total returns and outperform the MSCI All Country World Index over the long-term by investing in companies based around the world.

Premier Miton Optimum Income Fund

The objective of the Fund is to provide a yield of 7% per annum together with the prospect of capital growth over the long-term, being five years or more.

Invesco Monthly Income Plus Fund

The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus).

Artemis Global Income Fund

The fund aims to grow both income and capital over a five year period. The Fund invests 80%-100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently.

TM Tellworth UK Select Fund

The objective of the Fund is to achieve positive real returns with lower volatility than the FTSE All-Share Index.

Polar Capital Artificial Intelligence

The Fund’s investment objective is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market.

Legal & General Global Technology Index Trust

The objective of this fund is to provide growth by tracking the performance of those companies in the FTSE World Index which are engaged in Information Technology activities. The fund will invest almost entirely in company shares.

Jupiter India Fund

The objective of the Jupiter India Fund is to provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years).

JPMorgan American Investment Trust plc

JPMorgan American Investment Trust plc (JAM) is a closed-ended investment company whose objective is to achieve capital growth from North American investments by outperformance of the Company’s benchmark, which is the S&P 500 Index.

Spring Newsletter 2023

Take a look at our latest Newsletter with all our ideas for investment for 2022/23.

Polar Capital Global Insurance Fund

The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.

Greencoat UK Wind

To invest mostly in operating UK wind farms with the aim to provide investors with an annual dividend that increases in line with RPI inflation while preserving the capital value of its investment portfolio. The Group invests in both onshore and offshore wind farms with the amount invested in offshore wind farms being capped at 40% of GAV at acquisition.

Barings Global Agriculture Fund

The Fund is designed for investors seeking a strategy that targets long-term capital growth by investing in the agricultural sector.

EF 8AM Tactical Growth Portfolio Fund

The Tactical Growth fund is run by Alastair George who has 15 years financial services experience as a fund manager, risk arbitrageur and investment strategist.

BlackRock Natural Resources Growth & Income Fund

The aim of the BlackRock Natural Resources Growth & Income Fund is to achieve capital growth and an above average income from its equity investments, compared to the income yield of the natural resources sector.

TB Guinness Global Energy Fund

The investment objective of the Fund is to provide investors with long-term capital appreciation.

Lazard Global Listed Infrastructure Equity Fund

The investment objective of the Fund is to aim to achieve over the long term total returns comprising income and capital appreciation.

Ecofin Global Opportunities & Infrastructure Trust

The investment objective is to achieve a high, secure dividend yield on its Portfolio and to realise long-term growth in the capital value of the Portfolio for the benefit of Shareholders, while taking care to preserve capital of Shareholders

FTF ClearBridge Global Infrastructure Income Fund

To provide investors with an income comprised of dividends with a secondary investment objective of long-term (over five or more years) capital growth. The Fund seeks to outperform the OECD G7 Inflation Index by 5.5% over an investment time frame of five years (gross of fees)

VT Gravis Clean Energy Income Fund

The fund offers exposure to global securities whose primary operational activities are directly linked to clean energy generation.

M&G Global Listed Infrastructure Fund

The Fund has two aims: to deliver a higher total return (the combination of income and growth of capital), net of the Ongoing Charges Figure, than that of the MSCI ACWI Index over any five-year period and; to deliver an income stream that increases every year in Sterling terms.

Premier Miton Global Infrastructure Income Fund

The fund aims to provide investors with income together with capital growth over the long-term, being five years or more. It is a focused global income fund with a visible and maintainable dividend yield profile.

Legal & General Global Infrastructure Index Fund

The objective of the Fund is to provide a combination of growth and income by tracking the performance of the FTSE Global Core Infrastructure Index, the “Benchmark Index”. This objective is after the deduction of charges and taxation.

HgCapital Trust Plc

The objective of HGT is to provide shareholders with consistent long-term returns in excess of the FTSE All-Share Index by investing predominantly in unquoted companies where value can be created through strategic and operational change.

Personal Assets Trust

Personal Assets Trust is an investment trust with the ability to invest globally. Its investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term.

BlackRock Energy and Resources Income Trust plc

The Company aims to achieve an annual dividend target and, over the long term, capital growth by investing primarily in securities of companies operating in the mining and energy sectors.

Montanaro Better World Fund

The Fund invests globally in Small & MidCap companies that make a positive impact on the world.

Slater Recovery Fund

The Slater Recovery Fund aims to provide capital growth by investing mainly in UK shares. It is also intended, where appropriate, to take advantage of underwritings and placings. The fund may also invest in, but is not limited to, shares in overseas companies and cash.

BlackRock World Mining Trust plc

BlackRock World Mining Trust is a British investment trust dedicated to investments in a diversified portfolio of mining and metal assets worldwide.

Polar Capital Global Financials Trust

The Company’s investment objective is to generate for investors a growing dividend income together with capital appreciation

Rathbone Global Opportunities Fund

The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt.

Schroder High Yield Opportunities

This is a bond fund that has a very attractive yield of around 6% per annum and investors can opt to receive income monthly.

Liontrust Global Dividend Fund

The Investment objective of the Liontrust Global Dividend Fund is to generate income with the potential for long term (5 years or more) capital growth. Income Target Benchmark - The Fund aims to deliver a net target yield of at least the net yield of the MSCI World Index each year.

Fidelity Global Enhanced Income Fund

The Fund’s investment objective is to achieve income with the potential for some capital growth from a portfolio made up mainly of the securities of companies from around the world.

Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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