Walker Crips managers Jan Luthman and Steve Bailey have increased their exposure to companies operating in emerging markets in anticipation of further falls in sterling.
The Walker Crips Group has seen its shares fall almost 15% after it issued a profits warning following a drop in AUM.
Tobacco group reports a 2% increase in net revenues as UK managers concur Imperial Tobacco is a key holding in their portfolios.
Walker Crips managers Steve Bailey and Jan Luthman have re-introduced Barclays to their portfolios for the first time in nearly four years.