Greenwood: The under-the-radar UK portfolio that could prosper this year

clock • 2 min read

Nick Greenwood, manager of the Miton Worldwide Growth investment trust, discusses a little-heralded UK equity fund that could prosper this year.

We have been reducing our UK exposure ahead of the forthcoming general election as there is a real risk that the pound will come under pressure should the result be inconclusive. A coalition government may need to be formed and negotiations could potentially involve up to five political parties. Even worse would be the fear that another election would soon be required.  In addition, depending on the result, there will be a referendum on whether the UK should leave the European Union. This debilitating uncertainty will not lift once the election is out of the way and could easily become m...

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