Taking on Norwich UK Equity Income last year, Dan Roberts has adopted a contrarian view to match the fund's successes under Scott MacKenzie
By mark preskett Morley's Dan Roberts took over the Norwich UK Equity Income fund from Scott McKenzie in August 2005 and has been striving to continue the successes of the consistently top-quartile portfolio. Over three years to 4 September, the portfolio ranked 15th in the 72-fund UK Equity Income sector, according to data from Standard & Poor's, with bid to bid growth of 65.3% against 59.8%. Last month the ratings agency upgraded the portfolio from four stars to five, making it one of only seven in its class to receive a top-star rating. However the fund, like the majority of the othe...
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