SLI's Troup: Stock Connect has not been the big bang we expected

Standard Life Investments' Global Equity Income fund manager Kevin Troup tells Laura Dew why his Hong Kong listed holdings are slow-burners and explains his decision to buy a Nokia bond, rather than its equity.

Three years ago, Standard Life Investments made the decision to convert its multi-asset £79m Managed fund into a global equity income fund. The move has paid off as performance has been  strong over the period and the fund has now grown to £120m in size.   Run by former Martin Currie manager Kevin Troup, who joined SLI in 2010, the fund has outperformed peers over three years. Over the period to 6 February, the fund rose 48.6%, according to Morningstar, compared to an IA Global Equity Income sector average of 38.8%. The fund has 75 holdings which Troup selects using a bottom-up stockp...