01 August 2019 | SHARES | 13GREAT IDEAS UPDATES
T
he Great Ideas ƐĞĐƟŽŶ
ŽĨƚŚĞĚŝŐŝƚĂůŵĂŐĂnjŝŶĞ
ƌĞƉƌĞƐĞŶƚƐŽƵƌďĞƐƚ
ŝĚĞĂƐĞĂĐŚǁĞĞŬ͘tĞƚƌLJƚŽ
ƉƵďůŝƐŚƵƉĚĂƚĞƐĂƐƐŽŽŶĂƐ
ƚŚĞƌĞŚĂƐďĞĞŶƌĞůĞǀĂŶƚŶĞǁƐ͕
ďƵƚƐŽŵĞƟŵĞƐĂůůƚŚĞŶĞǁƐ
ĐŽŵĞƐĂƚŽŶĐĞĂŶĚǁĞĚŽŶ͛ƚ
ŚĂǀĞƐƉĂĐĞƚŽĨĞĂƚƵƌĞĞǀĞƌLJƚŚŝŶŐ͘
/ŶĂŶĞīŽƌƚƚŽĐĂƚĐŚƵƉŽŶƚŚĞ
ůĂƚĞƐƚĞǀĞŶƚƐ͕ǁĞ͛ƌĞƌƵŶŶŝŶŐƚŚĞ
Great Ideas Update ƐĞĐƟŽŶŝŶ
ĂƐůŝŐŚƚůLJĚŝīĞƌĞŶƚĨŽƌŵĂƚƚŚŝƐ
ǁĞĞŬĂƐǁĞŚĂǀĞϭϭƐƚŽĐŬƐƚŽ
ƐƋƵĞĞnjĞŝŶ͘
/ĚĞŶƟƚLJĐŚĞĐŬĞƌĂŶĚĨƌĂƵĚ
ƉƌĞǀĞŶƟŽŶƚĞĐŚŶŽůŽŐLJƐƉĞĐŝĂůŝƐƚ
GB Group (GBG:AIM) ŝƐƚŚĞďĞƐƚ
ƉĞƌĨŽƌŵŝŶŐ Great Idea ĂŵŽŶŐ
ƚŚĞŽŶĞƐǁŚŝĐŚŚĂǀĞŝƐƐƵĞĚ
ŶĞǁƐŝŶƚŚĞƉĂƐƚĨĞǁǁĞĞŬƐ͘
dŚĞƐŚĂƌĞƐŚĂǀĞƌŝƐĞŶďLJ
κϭ͘εйƐŝŶĐĞǁĞƐĂŝĚƚŽďƵLJ
ůĂƐƚĞĐĞŵďĞƌ͘
ƌĞĐĞŶƚƚƌĂĚŝŶŐƵƉĚĂƚĞ
ƐƵŐŐĞƐƚƐŽƌŐĂŶŝĐƌĞǀĞŶƵĞĂŶĚ
ĂĚũƵƐƚĞĚŽƉĞƌĂƟŶŐƉƌŽĮƚĂƌĞ
ŝŶůŝŶĞǁŝƚŚĞdžƉĞĐƚĂƟŽŶ͕ǁŚŝůĞ
ŵĂŶĂŐĞŵĞŶƚĂƌĞĂůƐŽĐŽŶƟŶƵŝŶŐ
ƚŽĞdžƚƌĂĐƚǀĂůƵĞďĞŶĞĮƚƐĨƌŽŵ
ƌĞĐĞŶƚĂĐƋƵŝƐŝƟŽŶƐ͘LARGE CAP GAINS
^ŚĂƌĞƐŝŶ Diageo (DGE) ůĂƐƚ
ǁĞĞŬĐŚĞĂƉĞŶĞĚĂŌĞƌƚŚĞ
ǁŽƌůĚ͛ƐďŝŐŐĞƐƚƐƉŝƌŝƚƐĐŽŵƉĂŶLJ
ƌĞƉŽƌƚĞĚĨƵůůLJĞĂƌŽƌŐĂŶŝĐƐĂůĞƐ
ŐƌŽǁƚŚŽĨς͘ϭй͕ƐůŝŐŚƚůLJďĞůŽǁ
ĞdžƉĞĐƚĂƟŽŶƐŽĨς͘Ϯй͘,ŽǁĞǀĞƌ͕
εйŽƌŐĂŶŝĐŽƉĞƌĂƟŶŐƉƌŽĮƚ
ŐƌŽǁƚŚďĞĂƚĐŽŶƐĞŶƐƵƐĨŽƌĞĐĂƐƚƐ
ŽĨΘ͘ϳй͘We look at the latest events from Diageo, AstraZeneca, GB Group and moreCatching up on news
from 11 of our Great Ideas
dŚĞĐŽŵƉĂŶLJŶŽǁĞdžƉĞĐƚƐ
ĨƵůůLJĞĂƌƐĂůĞƐƚŽŝŶĐƌĞĂƐĞŝŶůŽǁ
ĚŽƵďůĞĚŝŐŝƚƐ͕ƵƉĨƌŽŵƉƌĞǀŝŽƵƐ
ŐƵŝĚĂŶĐĞŽĨŚŝŐŚƐŝŶŐůĞĚŝŐŝƚƐ͘
dŽƚĂůƉƌŽĚƵĐƚƐĂůĞƐƚŽƉƉĞĚ
ĂŶĂůLJƐƚƐ͛ĞdžƉĞĐƚĂƟŽŶƐďLJρйƚŽ
ƌĞĂĐŚΨρ͘ϳϮďŶ͘
ŚŝĞĨĞdžĞĐƵƟǀĞWĂƐĐĂů^ŽƌŝŽƚ
ďĞůŝĞǀĞƐĮǀĞŽĨƚŚĞĐŽŵƉĂŶLJ͛Ɛ
ŶĞǁŵĞĚŝĐŝŶĞƐǁŝůůďĞĐŽŵĞ
ďůŽĐŬďƵƐƚĞƌĚƌƵŐƐƚŚŝƐLJĞĂƌ͘A RECENT SUCCESS
WƵƐŚŝŶŐƚŚƌŽƵŐŚŽƉĞƌĂƟŽŶĂů
ĞĸĐŝĞŶĐŝĞƐĂŶĚŬĞĞƉŝŶŐŝƚƐ
ŽǁŶƐĂůĞƐƚĞĂŵƐŽŶƚŚĞďĂůů
ŚĂƐŚĞůƉĞĚ :ƵĚŐĞƐ^ĐŝĞŶƟĮĐ
(JDG:AIM) ƚŽƉĞƌĨŽƌŵǁĞůů͕
ĨĞĞĚŝŶŐƚŚƌŽƵŐŚƚŽĂƌŝƐŝŶŐ
ƐŚĂƌĞƉƌŝĐĞ͘
/ƚ͛ƐďĞĞŶƚŽƵŐŚĨŽƌh<
ŵĂŶƵĨĂĐƚƵƌĞƌƐďƵƚ:ƵĚŐĞƐ
ƉƌŽǀŝĚĞƐŶŝĐŚĞƉƌŽĚƵĐƚůŝŶĞƐ
ǁŚĞƌĞŵĂƌŐŝŶƐĐĂŶďĞƉƌŽƚĞĐƚĞĚ
ǁŚĞŶǀŽůƵŵĞƐĨĂĚĞ͘/ƚƐ
ƵŶĚĞƌůLJŝŶŐĮƌƐƚŚĂůĨŽƌĚĞƌŬŝƐ
ǁŽƌƚŚϭϯ͘ϮǁĞĞŬƐŽĨĂŶŶƵĂůŝƐĞĚ
ƐĂůĞƐĂŶĚƚŚĞĐŽŵƉĂŶLJƐĂLJƐŝƚŝƐ
ĐŽŶĮĚĞŶƚƚŚĂƚĨƵůůLJĞĂƌŵĂƌŬĞƚ
ĞdžƉĞĐƚĂƟŽŶƐǁŝůůďĞĂĐŚŝĞǀĞĚ͘A PAIR OF
INVESTMENT TRUSTS
tĞŽƵƚůŝŶĞĚƚŚĞŝŶǀĞƐƚŵĞŶƚĐĂƐĞ/ŶǀĞƐƚŵĞŶƚďĂŶŬh^ƐĂLJƐ
ŝŶǀĞƐƚŽƌƐŵĂLJďĞĚŝƐĂƉƉŽŝŶƚĞĚ
ďLJŐƵŝĚĂŶĐĞĨŽƌάκ͘ρďŶĐĂƐŚ
ƌĞƚƵƌŶƐŽǀĞƌƚŚĞϮϬϮϬƚŽϮϬϮϮ
ĮŶĂŶĐŝĂůLJĞĂƌƐ͘ĞƐƉŝƚĞƚŚĞƐĞŝƐƐƵĞƐ͕ĂŶLJŽŶĞ
ǁŚŽďŽƵŐŚƚƚŚĞƐŚĂƌĞƐĨŽůůŽǁŝŶŐ
ŽƵƌĂƌƟĐůĞůĂƐƚƐƵŵŵĞƌǁŚŝĐŚ
ŽƵƚůŝŶĞĚƚŚĞŝŶǀĞƐƚŵĞŶƚĐĂƐĞ
ǁŽƵůĚŚĂǀĞƐƵďƐĞƋƵĞŶƚůLJŵĂĚĞ
Ϯϯ͘ϮйŐĂŝŶ͕ĞdžĐůƵĚŝŶŐĚŝǀŝĚĞŶĚƐ͘
ůƐŽŝŶƚŚĞůĂƌŐĞĐĂƉ
ƐƉĂĐĞ͕ƉŚĂƌŵĂĐĞƵƟĐĂůŐŝĂŶƚ
AstraZeneca (AZN) ŚĂƐ
ƉĞƌĨŽƌŵĞĚǁĞůůƐŝŶĐĞǁĞƐĂŝĚƚŽ
ďƵLJůĂƐƚEŽǀĞŵďĞƌ͕ƵƉϭϯ͘εй
ĐŽŵƉĂƌĞĚǁŝƚŚĂŐĂŝŶŽĨε͘κйĨŽƌ
ƚŚĞ&d^ ϭϬϬŝŶĚĞdž͘
^ĞĐŽŶĚƋƵĂƌƚĞƌƌĞƐƵůƚƐ
ƌĞƉŽƌƚĞĚŽŶϮϮ:ƵůLJƐŚŽǁĞĚ
ƐƚƌŽŶŐƉƌŽŐƌĞƐƐĨƌŽŵŽŶĐŽůŽŐLJ͕
ǁŚŝĐŚƐĂǁĂρϳйƌŝƐĞŝŶƐĂůĞƐ
ƚŽΨϮ͘ϭϳďŶ͘250027002900310033003500
DIAGEO2018 20195400580062006600700074002018 2019ASTRAZENECAShares in Diageo have risen more that
23% since we said to buy last summer