Bought at fund launch
To remain as consultant to firm
Waiting for risk reward premium to improve
Launching Strategic Assets fund
Concerns about oil prices
Profits up 19% in year to March 2015
Joins Beesley on global equity desk
Restructure across all asset classes
Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.
Disconnect between stock markets and equity returns
Funds available in UCITS structure
Managed by head of equity investment Wildgoose
Fearful of valuation divergence
Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately.
Which funds topped the chart?
Two new managers appointed
Profits also up on 2014
Cut equity exposure
Back in black for first time since April
Reduced number of stocks to increase conviction
Shifts in currency and equity positions
Brings over $167m fund
Royal London Asset Management CEO, Andrew Carter, tells Hardeep Tawakley how the group is 'reinventing itself' to broaden its appeal to retail investors and capitalise on new pensions freedoms.
Strategy for downside protection