Skandia has added Martin Currie's North American Alpha fund to its multi-manager US Equity Blend por...
Skandia has added Martin Currie's North American Alpha fund to its multi-manager US Equity Blend portfolio, alongside the four existing holdings. North American Alpha, managed by Tom Walker, is a more concentrated 25-stock version of his North America product. It now makes up 15% of the £115m US Equity Blend fund. Walker is also the sole manager of the US component of Skandia's Global Best Ideas portfolio. North American Alpha is an addition to the Skandia portfolio and assets have now been redistributed across the five holdings. The biggest position is 29% in T. Rowe Price US Gro...
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