AJ Bell Youinvest Investor Seminar

Investing in uncertain times

With media headlines dominated with stories of political turmoil from Brexit to US-China trade wars having a view on what matters and how to approach investing can feel daunting. Hear AJ Bells Investment Director Russ Mould run through portfolio pitfalls (and opportunities) that may lie ahead alongside a roster of expert fund manager speakers.

BlackRock Smaller Companies Trust

Roland Arnold has been responsible for small and mid-cap UK Equity Portfolios at BlackRock since 2006 and has been co-manager of the Trust since 2012. A multi award winner, BlackRock Smaller Companies Trust invests predominantly in smaller LSE main market and AIM companies.

Invesco Perpetual UK Smaller Companies Investment Trust

With a goal of achieving long-term total returns for shareholders the Invesco Perpetual UK Smaller Companies Investment Trust owns a broad cross-section of small and medium sized UK quoted companies.

JPMorgan Claverhouse Investment Trust

An AIC Dividend Hero the JPMorgan Claverhouse Investment Trust has generated shareholders 46 years of dividend growth by investing in a focused portfolio of large UK companies.

Schroder Income Growth Fund

Managed by Sue Noffke the Schroder Income Growth Fund is an AIC Dividend Hero with a 23 year track record of delivering an increasing dividend. Investing primarily in above average yielding UK equities the fund can also, if considered appropriate, have exposure to overseas listed companies and bonds.

Who Should Attend

The evening is perfect for investors that are interested in better understanding how to construct their portfolios and is a great networking opportunity to meet fellow investors and to share ideas.

Evening timings

18.00

Registration and coffee

18.30

Welcome

Charles Galbraith, Managing Director - AJ Bell (AJB)

18.35

Markets update and outlook for 2019

Russ Mould, Investment Director - AJ Bell (AJB)

18.55

The case for smaller companies

Roland Arnold, Portfolio Manager - BlackRock (BERI)

19.15

UK smaller companies: finding opportunities in an uncertain market

Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust (IPU)

19.35

Consistently Claverhouse

William Meadon, Portfolio Manager - JPMorgan Claverhouse Investment Trust (JCH)

19.55

Why now for UK Equities?

Sue Noffke, Prime UK Equity Fund Manager - Schroder Income Growth Fund (SCF)

20.15

Panel discussion

Russ Mould, Investment Director - AJ Bell (AJB)

William Meadon, Portfolio Manager - JPMorgan Claverhouse Investment Trust (JCH)

Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust (IPU)

Sue Noffke, Prime UK Equity Fund Manager - Schroder Income Growth Fund (SCF)

Roland Arnold, Portfolio Manager - BlackRock (BERI)

20.35

Drinks reception and canapés

21.30

Close

Venue

Sponsored by

AJ Bell

Featured Companies

BlackRock
Invesco Perpetual UK Smaller Companies Investment Trust
JPMorgan Claverhouse Investment Trust
Schroder Income Growth Fund