Bought into banks for first time since 2003
2016 saw several blow-ups for large drug companies
As the Evenlode Income fund celebrates its seventh anniversary, fund manager Hugh Yarrow highlights the best performing stocks from its portfolio.
Best ideas from host countries since 1980
Focus on high-quality companies
The Merchants trust's Simon Gergel explains why investing in one of the UK's biggest healthcare stocks - GlaxoSmithKline - is not as simple as many investors envisage
Appeal of non-traditional financials
Still positive on prospects
Simon Gergel, manager of the Merchants trust, explains why he is shunning recently re-rated mid caps in favour of "disappointing" mega caps.