Marlborough

Marlborough Fund Managers is to overhaul its US equity fund and rename its European equity offering to emphasise its focus on multi-cap investing.

Part II: Is peripheral Europe overvalued?

The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?

FUND MANAGER FOCUS

THE BIG QUESTION

A large proportion of funds in the IMA UK Smaller Companies sector have failed to produce alpha over the long term, amid a strong rally in small-cap stocks.

Marlborough has rebranded its UK Leading Companies fund as the UK Multi-Cap Growth fund.

Marlborough Fund Managers is to merge away Geoff Hitchin (pictured) and Nicholas Cooling's UK Income & Growth trust in January.

US

In an environment where bonds have sold off and equities look expensive, providing a return above inflation is tough, Edward Allen of Thurleigh Investment Managers tells Anna Fedorova.