Anthony Cross and Julian Fosh have made rare additions to their Liontrust portfolios, and Standard Life Investments' Ed Legget has bought a raft of new stocks as the shape of the UK market begins to change.
The bull run in UK mid caps could be coming to an end, with multi-managers starting to sell down top-performing funds in the sector and growth fears threatening consumer facing names.
Tineke Frikkee, portfolio manager of the Newton Higher Income fund, explains why the debate between UK and global equity income is past its sell by date.
Simon Gergel, director at RCM, is the portfolio manager of the Merchants Trust plc. He talks to Jane Wallace about the trust's objectives and performance.