The past three years have been a tumultuous time for the financials sector, which has seen a phase of deleveraging, rights issues and balance sheet repair which continues to this day.
Newton manager predicts risk on trades will perform best in short term despite gloomy economic outlook.
As income-producing stocks struggle to make total returns, Steven Andrew uses his fund’s ability to invest in bonds to outperform his peers.
Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.
Flagship UK Opportunities fund invests in unloved names with encouraging growth prospects.
Manager plays yield curve and looks for ‘dull’ core holdings in long-standing fund.
The fund has broader remit than similar ethical products, including oil and gas exposure
Malta-domiciled fund returned 81.42% over three years by tapping into burgeoning luxury brand market, with focus on EMs.
SWIP’s James Clunie makes impressive turnaround on UK Flexible Strategy after the fund was hard hit during the 2008 crisis.
Neptune US Income fund manager targets yield of 3.5%-4% per annum.
ONE TO WATCH
Low-profile F&C manager says attracting investors to mid-caps tough in current climate.
IM Matterley Undervalued Assets fund delivers more than 30% to investors over three years as managers seek businesses trading below ‘build price’
UK Mid Cap manager prevails through tough headwinds, steering fund to top of charts.
First State Global Property Securities fund returns seven times the peer group average as global focus pays dividends.
Chuck Royce’s small-cap-focused US firm has track record spanning four decades.
Low profile fund from family-run firm proves quietly successful in IMA Global sector
Julien Bernier uses quantitative model to pick names with consistent momentum on his Digital Stars Europe ex UK vehicle
Top-line growth focus propels industry newcomer’s UK Equity Income Unconstrained fund into the upper echelons of competitive sector.
GLG Esprit Continental Europe manager implements process based on broker recommendations to produce top-decile numbers.
Negyal and Timberlake’s stockpicking approach ensures year of solid positive performance.
Allianz manager trims mainstream large-cap weighting to avoid following the herd
UK Leading Companies manager Richard Hallett warns against backing commodities too heavily.