Interactive Investor

Funds Fan: 2020 winners, and Edinburgh Investment Trust interview

8th January 2021 10:48

Kyle Caldwell from interactive investor

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interactive investor experts Kyle Caldwell and Tom Bailey discuss the best and worst-performing fund sectors of last year, and examine the most popular funds and investment trusts of December.

The pair are joined by James de Uphaugh, fund manager of the Edinburgh Investment Trust (LSE:EDIN), who discusses taking the helm at the trust in March 2020 during the height of the Covid-19 stock-market storm. De Uphaugh explains the trust’s integration of environmental, social and governance (ESG) values, and the resetting of Edinburgh’s dividend.

Finally, the spotlight for this episode falls on Utilico Emerging Markets (LSE:UEM) investment trust, which appears on the ii Super 60 list of investments.

Time-stamped highlights

00:49 The best and worst-performing fund sectors of last year.
02:38 The top 10 most-bought funds, trusts and ETFs on the interactive investor platform in December.
05:18 James de Uphaugh fund manager of the Edinburgh Investment Trust joins the podcast
07:44 Is there still a bias towards value shares since the portfolio’s restructure?
17:17 Resetting Edinburgh’s dividend.
19:58 Utilico Emerging Markets: an investment trust that our analyst suggests is well placed to return to form in 2021.

  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article. 

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