UK funds were among the top performers in February with the "unfashionable" sector set for more favourable conditions amid signs a no-deal Brexit will be averted.
Paul Mumford's Cavendish AIM and Opportunities funds took first and second place with returns of 11.8% and 7.4% respectively, while Alastair Mundy's Investec UK Special Situations fund took tenth place...
Equities overweight down to 3%
Relates to 136 million transaction reports
Patience must be a watchword
MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.
Change of objective