Fantasy fund manager: Lynn Beattie
The financial influencer, better known as Mrs Mummypenny, reveals her fantasy portfolio.
In the AIC’s second fantasy fund manager competition, we’ve asked six journalists to select four investment trusts that they expect to perform particularly well in 2026, but would be happy to hold for the long term. Below, financial influencer Lynn Beattie reveals which four trusts she’s selected and why she thinks they could do well this year.
Allianz Technology Trust
I have chosen Allianz Technology Trust, which is 90% US-based, with its biggest holdings in Nvidia, Alphabet, Broadcom, Microsoft and Apple. The focus is mainly on semiconductors/equipment and software. I believe the rise of tech will continue into 2026 and beyond.
Allianz Technology Trust profile page
Alliance Witan
This trust offers a global mix of companies across all industries, though there is a slant to the US (61%) and technology (18%), with 9% in UK companies.
Henderson Smaller Companies Trust
This is more of a gamble with the smaller companies and UK focus, but I really believe that we should focus on opportunities close to home. This is a 100% UK holding and has a female fund manager, Indriatti van Hien. The biggest sector exposures are industrials, consumer discretionary and financials, and the top holding is my near-namesake company Balfour Beatty, which makes up 3.4% of the portfolio.
Henderson Smaller Companies Trust profile page
Schroder Asian Total Return
I’m hoping this fund can continue the good performance of the last few years. Its biggest holding is Taiwan Semiconductor Manufacturing at 14.2% of the portfolio, alongside many other companies I’ve never heard of.
Schroder Asian Total Return profile page
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