| Asset Group | Asset Sub-Group | Investment Category |
| Equities | UK equities | Adventurous |
Selection rationale: He says the fund’s success is down to getting the investments right after extensive research. When he finds an attractive investment, he invests a meaningful amount in it. He concentrates the fund in relatively few companies – around 35 holdings typically – which he feels he knows a lot about. Ashworth-Lord firmly believes that investment is a business venture, not a gamble, and that it is the companies owned that make money for the investor, rather than the stock market. September 2020 | ||
How to make money like Warren Buffett
Fund manager Keith Ashworth-Lord is widely regarded as the UK's Warren Buffett. Here, he explains how he runs his portfolio and finds great bargains.
Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.
If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.
Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Review.
Details of all recommendations issued by ii during the previous 12 month period can be found here.
ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.
In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.