Portfolio manager Amber Peeraer of ShelteR Investment Management shares her three favourites: a passive MSCI World Momentum tracker, the actively managed equity fund MS Global Opportunities and the Evli Nordic Corporate Bond fund.
CEO Tim Vanvaerenbergh explains how ShelteR Investment Management structures larger portfolios into fund vehicles, and why the new capital gains tax is increasingly prompting that choice. He also discusses how the team decides between active and passive management, and how it selects unlisted investments.