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Views on alternatives to Fundsmith and LT global funds?
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Ramondo
Posted: 03 March 2025 11:35:31(UTC)
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Steve DW;336335 wrote:
I'm in the exact position as you and thinking the same.
I had a large position in LT Global, LT UK Equity and sold out 2 years ago and have had no regrets since.
I reinvested into VWRL and VMID (in the hope mid caps in the UK have a resurgence)
My largest position now is Fundsmith, so what to do, i have done what i guess we all do when we have held a fund 10-20 years, we hope for the good times to return but with the continuous underperformance ( and of course charges ) i am seriously considering to deploy elsewhere.


My thoughts entirely STEVE DW.
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Steve DW on 03/03/2025(UTC)
Ramondo
Posted: 03 March 2025 11:36:30(UTC)
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Jamie CSA;336331 wrote:
I hold WisdomTree Global Quality Dividend Growth (GGRA/GGRG) - a quality factor ETF.

This is a core holding for me and is of course much cheaper than the funds you mention.

There was a good article posted on Stockopedia a few years ago which mentioned the above fund as one to consider on a 'Just Keep Buying' basis (excellent investing book by Nick Maggiulli).

The conclusion of the article was that quality factor ETF's such as the above are good ways to improve your risk/return ratio on investing in a world stock market index fund/ETF. 'Quality and Minimum Volatility Factor Indices have beaten the benchmark MSCI World since 1990, with less risk.'


Thanks Jamie CSA, I'll be looking at that fund.
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Jamie CSA on 03/03/2025(UTC), Martina on 03/03/2025(UTC)
John Bleke
Posted: 03 March 2025 12:49:08(UTC)
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I've looked into all of the above funds as looking for something less US centric. When I compare them against my LGGG (I have 50% core in this) then the lines of the graph over 5 years for example just follow LGGG's trajectory. Am I missing something for the higher fee on these funds?
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Hilda Ogden on 03/03/2025(UTC)
bearcub
Posted: 03 March 2025 13:05:48(UTC)
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Steve DW;336335 wrote:

My largest position now is Fundsmith, so what to do, i have done what i guess we all do when we have held a fund 10-20 years, we hope for the good times to return but with the continuous underperformance ( and of course charges ) i am seriously considering to deploy elsewhere.

I was in this position coming up for three years ago. In terms of what you might describe as "global quality", I'd held Fundsmith alongside Mid Wynd IT for a good few years, both had done well, then Fundsmith clearly began to lag. For what it's worth, I shifted the Fundsmith moneys into Dundas Heriot Global, which is also quality focussed but has a different strategy. So far so good.
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Steve DW on 04/03/2025(UTC)
Newbie
Posted: 03 March 2025 13:20:46(UTC)
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What about -
XDEQ - World Quality
IWFV - World Value
GGRG - Global Dividend Growth
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4 users thanked Newbie for this post.
Guest on 03/03/2025(UTC), john brace on 03/03/2025(UTC), D Bergman on 03/03/2025(UTC), Jay P on 03/03/2025(UTC)
Martina
Posted: 03 March 2025 14:46:58(UTC)
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Jamie CSA;336331 wrote:
I hold WisdomTree Global Quality Dividend Growth (GGRA/GGRG) - a quality factor ETF.

This is a core holding for me and is of course much cheaper than the funds you mention.

There was a good article posted on Stockopedia a few years ago which mentioned the above fund as one to consider on a 'Just Keep Buying' basis (excellent investing book by Nick Maggiulli).

The conclusion of the article was that quality factor ETF's such as the above are good ways to improve your risk/return ratio on investing in a world stock market index fund/ETF. 'Quality and Minimum Volatility Factor Indices have beaten the benchmark MSCI World since 1990, with less risk.'


I hold a similar fund as a core holding, FGQD, Fidelity Global Quality Dividend. If I were working and with high monthly funds coming in then it's one I'd be happy to add regularly towards.
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2 users thanked Martina for this post.
Jay P on 03/03/2025(UTC), Guest on 03/03/2025(UTC)
Hilda Ogden
Posted: 03 March 2025 17:26:50(UTC)
#16

Joined: 31/07/2023(UTC)
Posts: 883
John Bleke;336352 wrote:
I've looked into all of the above funds as looking for something less US centric. When I compare them against my LGGG (I have 50% core in this) then the lines of the graph over 5 years for example just follow LGGG's trajectory. Am I missing something for the higher fee on these funds?

No, you're not missing anything. In this space I don't think there's any real need to look further. It's very cheap and has knocked the spots off many of the more sexy funds.
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