Covid recovery fund choices: five experts on their favoured funds and trusts

The coronavirus pandemic continues to rattle stock markets, with major economies in lockdown to save lives. But long-term investors know that markets eventually recover from heavy falls.

Here, our multi-manager panel reveal their current bull and bear points. They talk about the new funds they have  bought, those they have increased their holdings in and the ones they have trimmed or sold.

Funds and trusts for canny investors after the pandemic

David Prosser, former business editor of The Independent and a regular contributor to Money Observer, joins editor Faith Glasgow and staff writer Tom Bailey for a podcast debating how to play investment themes in the aftermath of Covid-19, equity income fund options, and strategies for income-seekers.

Listen here

Ask Money: where do I stand on my endowment after the corona crisis?

Like many people I was sold an endowment in the 1990s and it’s due to mature in three years’ time. I’ve had ‘green’ letters for the last decade, having increased contributions early on. But I’m now wondering, if there is a shortfall because of the market crash and upcoming recession, what rights do I have? My bank will want the mortgage to be paid off, but if the endowment isn’t adequate despite all the green letters, I hardly think that’s my fault!
Ed Bowden, Herts

Which shares are pandemic survivors?

Appraising shares today for the long term requires a certain detachment from the present. It’s easier to be detached, of course, if a company has the security of a large cash surplus and supplies something we still need despite the restrictions of the pandemic, like Anpario. Next, one of Britain’s best-run retailers, though, is pitted against an intractable problem: few of us are shopping for clothes.

- Explore our latest articles on shares

Where to find investment trust bargains

Here is how investors, who fear they have left it too late to log on to the online shopping boom, can catch up with an investment trust yielding 6% and trading at a double-digit discount. 

Ignore the red-hot technology sector, where the typical trust is now priced at a premium to net asset value (NAV), and consider instead funds exposed to a fundamental requirement of internet retail; warehouses or ‘big box’ storage and distribution sites.

‘Time is money’ is true of the coronavirus lockdown and investing

A phrase famously attributed to Benjamin Franklin – “remember that time is money” – has been doing the rounds on social media during the coronavirus lockdown. Rather than sit on its collective backside, the nation has been urged by some, namely businesses with online courses and therefore vested interests, to make the most of being housebound by learning a new skill.