In response to subscriber requests, I have created this page that lists some of my favourite funds. The list is updated and added to at regular intervals (most recently in August 2026). My criteria for adding a trust to this page include proven manager experience, (usually) a strong track record, above-average liquidity and some other factors (including personal prejudices). Please note the disclaimers at the end, as it is important to understand the strengths and limitations of this exercise, which identifies trusts that may be suitable for medium- to long-term investors, but don't take into ...
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