FundCalibre's Juliet Schooling Latter: 'The global fund doing things differently – with great results'

Differentiation essential

The gospel of diversification is simple: vary your exposure and it is unlikely everything will fail at the same time.

It is one of the principal reasons why global equity funds have historically been so popular as a one-stop shop for investors. The trouble is that there are now well over 500 global equity portfolios available to investors in the UK and, notably, a raft of global growth and quality growth compounding style portfolios. In short, when an asset manager comes to speak to us about their global portfolio, they really need to show us how they differentiate from their peers. So, it is always good to meet one that is challenging some of the traditional norms. M&G CIO warns of the threat ...