Perfect pairings for Rathbone Global Opportunities

Trustnet asks experts which strategies they would hold alongside James Thomson’s popular global fund.

Ranmore Global Equity

Darius McDermott, managing director at FundCalibre, said Ranmore Global Equity’s value style makes it an “ideal fund to dovetail with Rathbone Global Opportunities”, which has an unconstrained growth approach.

“In a world where the number of value managers available to investors has started to dwindle, Ranmore Global Equity stands out like a shining star,” he added.

Ranmore Global Equity was the fifth best-performing fund in the IA Global sector in 2022, when the sudden bear market led to underperformance in tech and growth stocks, while the Rathbones portfolio fell by 20.6% that same year.

“We think Ranmore is a ‘hidden gem’ and should be a big consideration for those looking to add some value exposure to balance out their portfolios – and will sit comfortably beside the Rathbones strategy,” McDermott concluded.

Ranmore has delivered impressive returns despite its emphasis on mid- and small caps, which have struggled in recent years due to the popularity of their growth counterparts. It is up by 116.4% over the past five years, a top-quartile performance in the sector, and also achieved top-quartile results over one, three and 10 years.

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