Underweight European equities
One equity and one bond fund
Nearly half of fund positioned towards US
Seek areas that have fundamental value
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
'Inroads of robo-advice into financial planning'
Has run Cautious Managed fund since 2011