Funds Fan: why fund size matters, and Fundsmith challenger interview
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view that funds with a large amount of assets underperform small funds. The duo also discuss investment trust gearing, and F&C Investment Trust’s promotion to the FTSE 100.
Later in the podcast, Sam interviews Gerrit Smit, fund manager of Stonehage Fleming Global Best Ideas Equity. It is a strategy where comparisons can be drawn to Fundsmith Equity – it invests in high-quality growth shares, has low turnover and is highly concentrated with…
The skinny
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