Archived article
Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.
A look ahead to 2025 for the Quality Shares Portfolio
The start of a new year is always a great time for investors to take stock, review their portfolios and ask: what’s next?
In this 16-minute video, Charlie Huggins, manager of Wealth Club’s Quality Shares Portfolio does just that.
Watch this video to find out how the Quality Shares Portfolio has performed since launch and key themes, as well as Charlie's views on:
- The Magnificent 7 and artificial intelligence (is the hype justified?)
- The Autumn Budget and potential impact on UK businesses
- The outlook for 2025 and why now isn’t the time to ‘get greedy’
Important: The information on individual company shares represents the view of Charlie as portfolio manager but it is not a personal recommendation to buy, sell or hold shares in any company. Experienced investors should form their own view or seek advice if unsure. Charlie personally invests in the Quality Shares Portfolio. This article is original Wealth Club content.
A look ahead to 2025
Quality Shares Portfolio – invest in “exceptional” companies, chosen for their resilience
The Quality Shares Portfolio, managed by Charlie Huggins, is specifically designed for experienced investors genuinely interested in investing.
It currently invests around 15 companies Charlie considers exceptional. All are highly established industry leaders providing critical goods and services, with market capitalisations ranging from several billion dollars to over a trillion.
These companies are the type of businesses where you can bury the share certificate in a drawer, dig it out 10 years later and, hopefully, find the profits and cash flows are materially higher.
Once you invest, Charlie shares with you an unparalleled level of information. You can see a full list of every holding, with explanations on why it’s included. Every month, you receive a detailed update with views on the portfolio, companies, and market developments.
Read Charlie’s investment insights
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Portfolio manager Charlie Huggins explains his view of the current global markets and his approach on quick market narrative shifts...
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Are UK consumer businesses ‘uninvestable’?
It’s been a painful few years for the UK retail & hospitality sectors. Are shares in consumer businesses worth buying now? Charlie Huggins explains his views…
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Why I’m backing this FTSE 100 giant
From a sleeping giant to a critical cog in the global economy – portfolio manager Charlie Huggins explains his investment decision in this free special report
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
Alex Davies
Chief Executive
Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.