Mark Barnett has cut some of former manager Neil Woodford's favourite holdings in the £1.4bn Edinburgh investment trust, adding 14 new stocks since the beginning of the year.
The manager has cut positions in AstraZeneca, BT Group, Capita, GlaxoSmithKline and ReckittBenckiser, and has made new investments in Babcock International, Beazley, BP, Brown (N), CLS, Compass, Derwent...
Publishes consultation paper
Exploring the effects of shake-up
More emphasis on corporate governance and responsibility
quality growth equity and long-duration bonds dominate