
Hosted by the investment cuddle · EN
Financial and investing podcast for investors

This month the Cuddle looks at an update on investment alternatives to Terry. We talk through more potential alternatives and how our previous funds have performed over the last three years. Music by https://audionautix.com Information links Funds to outperform over the next 10 years (Update) GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk) Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk) Additional alternative funds that may outperform the baseline over the next 8 to 10 years Evenlode Global Equity: IFSL Evenlode Global Equity F GBP Accumulation, GB00BMFX1P94:GBX charts - FT.com Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk) Jupiter India Fund OEIC: Jupiter India Fund J GBP Acc, GB00BJJQ5G28:GBP performance - FT.com Artemis Global Income Fund: Artemis Global Income Fund I Acc, GB00B5ZX1M70:GBP summary - FT.com Fidelity Global Technology Fund: Fidelity Funds - Global Technology Fund I-Acc-GBP, LU2786262373:GBP charts - FT.com

This month the Cuddle takes another look at the OEIC investment riddle, looking at investment alternatives to Terry. We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade. Music by https://audionautix.com Information links Funds that have Outperformed over the last 5 years Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/# Funds to outperform over the next 10 years GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk) Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)

This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers. We talk through how last year’s Christmas cracker gifts performed and whether to keep or exchange this year’s gifts! Music by https://audionautix.com Information links Christmas Cracker Gifts 2024 Japan Gold Corp. (JG) Corporate PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT) Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance Pan African Resources (PAF) Pan African Resources: Home 3M Company (MMM) 3M Company (MMM) On Holdings (OnOn) On - Home Christmas Cracker Gifts 2023 Analogue Devices (ADI) Investor Relations - Analog Devices Andrada Mining (ATM.L) Andrada Mining | Investors The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc. Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com) Tharisa plc (THS.L) Investment Overview | Tharisa

This month the Cuddle covers income portfolios, looking at and paying homage to the Helen Pridham portfolio. We talk through how it is structured and how it has performed. Music by https://audionautix.com Information links Helen Pridham Investment portfolio for £10k income 2020 https://www.ii.co.uk/analysis-commentary/11-investment-trusts-ps10000-annual-income-ii510420 Additional Links https://www.ii.co.uk/authors/helen-pridham 2019 https://www.ii.co.uk/analysis-commentary/how-make-ps10000-investment-trusts-2019-ii507709 2021 https://www.ii.co.uk/analysis-commentary/12-fund-picks-ps10000-income-2021-ii514990 2022 https://www.ii.co.uk/analysis-commentary/11-investment-trusts-earn-ps10000-income-2022-ii522668 2023 https://www.ii.co.uk/analysis-commentary/12-investment-trusts-ps10000-annual-income-2023-ii526750