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ii Super 60 - CFP SDL UK Buffettology

ii Super 60 investments

ii Super 60 investments:
CFP SDL UK Buffettology

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Asset Group Asset Sub-Group Investment Category
Equities UK equities Adventurous

Selection rationale:
The continued outperformance of CFP SDL UK Buffettology has seen its assets soar year on year. They more than doubled again in the past year, from £465 million to £1.3 billion. That compares to just £42 million in mid-2016. The fund aims to replicate the investment style of legendary value investor Warren Buffett.

Keith Ashworth-Lord, who has run the fund since its inception in 2011, aims to invest in companies with strong balance sheets and the ability to grow over the long term. His style is known as ‘business perspective investing’, which follows Buffett’s principle of buying shares in good businesses for less than the businesses are intrinsically worth, and ideally holding the shares for ever. While that might not always be the case, Ashworth-Lord is investing on a time horizon of at least five to 10 years.

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 – currently just 35 holdings – 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.

January 2020

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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 Outlook.

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.