Rayner Spencer Mills' research directors Ken Rayner and Graham O'Neill have picked a selection of funds from the IMA sector universe which have seen a recent rebound in performance.
A number of well known managers have seen their funds fall back compared to peers in recent years, with early exposure to cyclicals, or the wrong call on risk, contributing to a tough time for their returns. However, some high profile names are now bouncing back. Here Rayner Spencer Mills' duo explain why the five portfolios below - which have recently begun to climb back up the performance tables - now merit a second look. 1. Cazenove European, managed by Chris Rice "Chris Rice takes a pragmatic approach to the index – his peers have ended up in high growth stocks, but he does no...
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