Matthew Tillett, manager of the Allianz UK Opportunity fund, portfolio intentionally does not conform to the norm. In a bid to provide a balanced portfolio and avoid losses, the portfolio has the highest allocations to those stocks where he sees the lowest downside risk.
Partner insight "Every stock in the portfolio has a compelling upside case, but those where we truly see very limited downside risk are really special and therefore we want to back them with a lot of...
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Initial FOC of 0.6%