Majedie Asset Management's Adam Parker is standing by a weighting in miners almost double the FTSE All Share despite Australia's proposed supertax on miners' profits hitting the sector.
George Luckraft is standing by a nearly 50% overweight position in small caps for his Axa Framlington funds, despite smaller companies dragging heavily on performance.
The FTSE rose 0.6% to 5619.92 by 3.45pm today, buoyed by a flurry of positive announcements across sectors.
River and Mercantile (R&M) launches its Global High Income fund this week for manager Alex O'Reilly.
Neptune's Jeremy Smith wonders whether the FTSE All Share will finish 2010 higher than it was at the start of the year.
Cazenove's Tim Russell is running a broadly market-neutral approach in his UK Absolute Target fund as equities display heightened volatility.
UK equities grind higher as the year progresses.
Finsbury Growth & Income Trust's Nick Train says changes to the makeup of the UK stockmarket mean investing in overseas companies is more important now than ever
Trust is to diversify away from concentrated UK sectors after 90% of investors voted to allocate non-UK companies