SAINTS: A year in review and looking ahead.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

The China Team reflects on recent performance, portfolio changes and market developments.

SAINTS aims to be a core investment for investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities, but investments are also made in bonds, property and other asset types.