Funds to flip: Which funds should you be switching out of?

Canaccord’s Thomas reveals his funds to ditch and what should replace them

clock • 1 min read

Canaccord Genuity Wealth Management's Patrick Thomas has revealed his top three recommended funds to "flip" and their potential portfolio replacements, amid a "bumpy year" for equities.

Canaccord Genuity Wealth Management's Patrick Thomas has revealed his top three recommended funds to "flip" and their potential portfolio replacements, amid a "bumpy year" for equities. Here, Thomas identifies closed- and open-ended funds to switch out of, and three funds he is recommending to do well in more volatile markets. He said: "This year has been bumpy. After more than a year when there was no equity volatility to speak of, markets have resumed their normal fluctuations. "In times like this, most people would say you are better off staying with the funds you are already in...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Investment Company of the Year Awards Winners Interview - JPMorgan Global Growth & Income Investment Trust

Investment Company of the Year Awards Winners Interview - JPMorgan Global Growth & Income Investment Trust

clock 22 February 2024 • 3 min read
Investment Company of the Year Awards Winners Interview - JPMorgan European Growth & Income plc

Investment Company of the Year Awards Winners Interview - JPMorgan European Growth & Income plc

clock 22 February 2024 • 4 min read
Partner Insight: Global social bonds can offer more impact

Partner Insight: Global social bonds can offer more impact

Impact investing offers investors the opportunity to pursue financial returns and social and environmental outcomes.

Sarka Halas
clock 21 February 2024 • 2 min read
Trustpilot