Interactive Investor

Funds Fan: UK funds back in form and post-Covid recovery share ideas

The team interview Guy Anderson of the JP Morgan Mercantile investment trust.

9th April 2021 17:41

Kyle Caldwell from interactive investor

The team begin by discussing the standout performance of three UK fund sectors before questioning how long the post-pandemic boom might last.

Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile (LSE:MRC) investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’, and ‘industrial recovery’.

Time-stamped highlights

01:09 UK funds: three sectors performing strongly in the first quarter

02:19 How long will the post-pandemic economic boom last?

04:19 Dividend hero City of London (LSE:CTY) investment trust re-enters our ranking of the month’s most-bought trusts.

06:41 JP Morgan Mercantile’s manager Guy Anderson joins the podcast

09:26 “Since ‘Pfizer Monday’, our benchmark is now up over 30% in just five months and Mercantile has managed to keep track with that.”

09:51 The greatest single contributor to performance has been National Express (LSE:NEX).

17:21 Fund Spotlight: we focus on the River and Mercantile UK Recovery Fund, one of our Super 60 choices

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