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 yielding >5%
JPMorgan Emerging Markets Income	Equity Investment Instruments	Higher GDP growth vs. developed markets
LVMH	Personal Goods	Exposed to high-growth emerging markets
Polar Capital Technology Trust	Equity Investment Instruments	Provides exposure to a portfolio of global tech

These investments are generally bought for the medium term.