Success in commodities and Japan propels vehicles to top of sector despite volatility
Click here to download raw data Success has come on the back of holdings in gold and Japan for several funds in the Cautious Managed sector, with vehicles from Neptune, Midas and Henderson Global Investors all benefiting from the trend. Click here to download pdf However, as a number of distribution funds have upped their equity holdings in recent months, volatility has become an unexpected feature of this section of the sector's inhabitants. John Husselbee, co-manager of the Neptune MultiManager Income fund, has seen his portfolio benefit from an overweight position in Japan, a mov...
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