Fidelity special situations and GAM Uk Diversified among those in the top quartile
Only 15 out of 1,025 onshore funds have been consistently top quartile over three years, according to Gary Potter, director of funds of funds at Credit Suisse Asset Management. Along with Robert Burdett, a fellow director of fund of funds at the group, Potter runs monthly quants screens on all IMA sectors. Over three years, these monthly screens show that only seven UK All Companies portfolios have been consistently top quartile. These are: Fidelity Special Situations, GAM UK Diversified, Halifax Special Situations, Marlborough UK Equity Growth, Merrill Lynch UK Value, Rathbones Special ...
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