Thematic

The final 5 investments are selected from themes that we believe will benefit from some underlying trend or catalyst.

Our past stock selection has included:

Company Sector Rationale

Chesnara

Life Insurance

High yielding, low-risk company yielding >5%

General Accident 8 7/8%

Preference Shares

Cumulative preference shares with a +5% yield

iShares Emerging Markets

Equity Investment Instruments

Higher GDP growth vs. developed markets

LVMH

Personal Goods

Exposed to the high growth emerging markets

Syngenta

Chemicals

Will benefit from global shortage of food

These investments are generally bought for the medium term.