Can these three funds help clients beat inflation?

INFLATION

clock

Inflation may have held steady at 2.7% in the final month of 2012, but this year it is expected to rear its ugly head once more as the impact of falling sterling pushes up import costs.

Investors used to a benign inflationary environment can no longer rely on their savings accounts to produce an inflation-beating return, unless they want savings to be eroded over the long term. Adrian Lowcock (pictured), senior investment manager at Hargreaves Lansdown, has picked three funds which he expects to help protect investors if inflation does shoot higher this year. Equity Income In the last 3 years Equity Income has managed to beat inflation, growing 36.47% compared to the 13.21% RPI has eroded the value of money. As such, it is a natural choice for investors looking t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read