Japan

UK EQUITY ALPHA

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David Jane has ramped up Japanese equity and REIT exposure in the TM Darwin Multi Asset fund, following the sell-off in May.

F&C multi-manager heads Rob Burdett and Gary Potter have increased their position in Asia from underweight to neutral, despite believing things will get worse before they get better for certain parts of the region.

Asian stocks rose overnight, leaving the region on track for its best monthly run since 2010, as positive inflation data from Japan cheered investors.

Jupiter's Philip Gibbs has been buying up Australian government bonds for his £233m Second Split trust in the view the sell-off in June was overdone.

UK Equities

Q&A

The board of the Aberdeen All Asia investment trust plans to change the mandate of the vehicle to Japan-only and raise additional equity.