Fund selectors are divided on the main motivation behind Schroders' strategy when replacing Philip Matthews as manager of its flagship UK Alpha Plus fund, after just over four years in the role.
Shares at lowest price since 2003
Unemployment at 50-year low
Drops from five Crowns to just one
Mining sector reported 162% rise in dividend payments
Allianz Global Investors's Simon Gergel
Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
UK economy showing signs of distress