| Asset Group | Asset Sub-Group | Investment Category |
| Equities | UK equities | Adventurous |
Selection rationale: Richard Hallett, the manager since 2005, backs 40 to 50 companies that have a sustainable competitive advantage they can use to raise prices and/or take market share. This could come from the quality of their management, branding, sales and marketing, product innovation, research and development or intellectual property. Often, it is a combination of these factors. He particularly likes businesses that can grow throughout the market cycle, with limited need for capital expenditure and high levels of free cashflow to invest in further growth. Hallett tends to steer clear of cyclical and capital-intensive businesses such as commodities, construction and biotech companies and those with low barriers to entry, including contractors, consultancies and recruitment companies. September 2020 | ||
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.