JM Finn Global Opportunities Accumulation

There is one fund more than any other which has embraced the potential of the new world order - JM Finn Global Opportunities. The fund manager, Anthony Eaton, was an early advocate of the vast potential in relation to urbanisation.

His fund is focused on companies spread across sectors such as natural resources, energy and infrastructure, although finance, property and consumer services play an important part. While many of the firms in which it invests are listed on stock exchanges in the West, the fund is principally seeking to capture the growth potential of emerging markets.

Mr Eaton has the freedom to invest at every link in the supply chain. For example, in the construction industry this could include companies that provide raw materials, businesses that build construction machinery and those that sell the finished building. The fund is therefore able to benefit at every stage of the process.

It is worth reiterating that the JM Finn Global Opportunities Fund, like all the investments we've discussed here, is likely to be volatile. This was particularly evident over the last year as the higher risk companies this fund invests in were sold indiscriminately. In our view prices fell too far, and now present a real long term buying opportunity. The fund has shown a marked improvement recently as confidence improves and overall it has performed strongly over the last five years. If you're looking for a one stop shop capturing the potential of the new world order, then we believe it makes a compelling choice.