Peter Davies and Stephen Ng met up again last week with Martin Gray, celebrated fund manager of the multi award winning CF Miton Special Situations Portfolio; to find out how he has produced a positive return for his investors in every year for the past decade, a fantastic achievement! This remarkable performance was set against a backdrop of the most volatile period in investment markets for a generation. create wealth™ has been including this fund as a core holding for many of our clients for the last 5 years, ensuring a core stability for our investment and pension clients. Capital preservation is at the heart of what we endeavour for all our clients and means that Martin’s fund fulfills one of our clients fundamental needs.
Martin also outlined his personal macro-economic view for global markets and growth in the coming years, invaluable when we review and build our strategy for clients and their portfolios.
If you would like to know more about how create wealth™ could include this and many other outperforming funds into your investment or pension portfolio, please call 0800 1182526 and ask to arrange to meet or discuss your needs with one of the Directors of Cardiff Financial Advisers/ IFA practice, Create Wealth Management.
It must be noted that past performance is not a guide to future returns and may not be repeated. This article does not in any way constitute advice or be considered a recommendation. Investment advice can only be given upon understanding a client’s personal and financial situation and will of course depend on factors such as the investor’s risk tolerance, time horizon and other objectives.