Hardeep Tawakley takes a closer look at the evolution of specialist funds and speaks to buyers about their favourite offerings.
New holding in Sainsbury's
30 new products listed
Added $4.7bn to 2015 earnings
Lower advisory and performance fees
Japanese equities plunge 5%
Increased weighting by 50% in four months
Reported record net flows for 2015
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.
Two new managers appointed
Profits also up on 2014