On The Money

Funds Fan: the Scottish Mortgage interview


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In the latest episode, as usual Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining why investors have been dumping funds in the first quarter of 2022, and whether investors should expect more closures for funds that mainly invest in Russia. 

Later on in the podcast, is an interview with Lawrence Burns, deputy fund manager of Scottish Mortgage. Burns gives his thoughts on the market rotation that’s been taking place in recent months, which has negatively hit the trust’s short-term performance. Burns also explains how the unlisted companies are valued, and provides views on Tesla, Amazon and Netflix. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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