First just need to clarify a few of the funds:
- Blackrock Consensus refers to a range of funds. I'm assuming it's Consensus 100.
- Vanguard is presumably their LifeStrategy 100 fund.
- VAM's fund is presumably the US Microcap fund.
- US large growth equity fund doesn't mention a fund manager. In any case, this is probably a situation where an ETF would be cheaper/better.
There appear to be a few themes here:
(1) Go down the size scale, which increases volatility/risk, but offers potentially higher returns. (Old Mutual, VAM)
(2) Chase recently well performing funds & sectors (Old Mutual, Fundsmith, Blackrock Consensus 100, VAM, US large cap growth)
(3) Go cheap (Blackrock, Vanguard)
There's a lot of US exposure there (Fundsmith, Blackrock, Vanguard, VAM, US), probably because the US markets have done well recently, partly thanks to Trump's tax cuts, partly thanks to the fall in the value of Sterling. These factors won't be repeated, and the outlook is less rosy.
Personally I like the Vanguard fund and have recommended it a few times as a "one stop" solution. I don't hold it myself, though.
That all said, personally I think you'd be better off sticking with what you know. Consistent performance is better than chasing the recent top performers or flavour of the month. And Investment Trusts are a great way to invest. Personally I have 50% of my portfolio in investment trusts and a further 10% in ETFs. I only use unit trusts for sectors which either are not available through investment trusts or are only so at a high premium to NAV.
Incidentally, (and I should probably know this)
are you living in Thailand/planning on retiring there? If so, you should have a substantial weighting towards SE Asia in your portfolio - something which appears to have been overlooked by your IFA (or more likely, he/she was simply using the firm's standard list of recommendations which are not tailored for non-UK residents).