Ninety One's Brazier: Where we got it right and where we were wrong in our Covid-19 response

Increased turnover key to fund's turnaround

David Brenchley
Simon Brazier of Ninety One

Simon Brazier of Ninety One

A balanced portfolio puts Ninety One UK Alpha in a strong position to "fight all oncomers" heading into 2021, after manager Simon Brazier upped the fund's turnover in the months following the Covid-19 stockmarket fall.

After a quiet previous three months, where the fund sold M&G after its merger with Prudential and switched some of its position in Ryanair in favour of a larger stake in easyJet, Brazier said he had around...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space

  • Get ahead of regulatory and technological changes affecting fund management

  • Important and breaking news stories selected by the editors delivered straight to your inbox each day

  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts

  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Unit trusts/OEICs

The asset manager aims to achieve Article 8 status for the majority of its collective funds domiciled in Europe by the end of the second quarter

Aviva Investors' Irish liquidity funds to offer early Article 8 option for clients

£38.5 billion fund range

Nafeesa Zaman
clock 26 January 2022 • 2 min read
Thu Ha Chow will be one of eight investment professionals in the Singapore office

Robeco hires for new head of fixed income Asia role

Thu Ha Chow joins from Loomis Sayles & Co

clock 25 January 2022 • 1 min read
Several funds were replaced as Morningstar puts its stamp on ii Super 60 list

Five funds ejected from ii Super 60 following Morningstar makeover

Two-thirds of funds outperformed

clock 25 January 2022 • 3 min read