Neptune is to merge away its UK Equity fund, run by Scott MacLennan, later this year following the departure of highly rated manager Alex Breese.
A respected think tank has raised its UK growth forecasts for this year and next but warned any recovery is dependent on consumer spending.
Jon Ingram, manager of the £139m JPM UK Dynamic fund, picks five sectors he expects will continue to perform well during the equity rally, and selects his favourite stocks from each.
Banks, housebuilders and agents are expected to benefit from the government's lending schemes.
Sustainable and well regulated growth in financial services could generate an additional 265,000 jobs and boost GDP by between 2% and 3% by 2020, a report from PwC has found.
UK banks remain at risk of very serious problems, according to Charles MacKinnon, chief investment officer at Thurleigh Investment Managers.
Annabelle Williams speaks to Credit Suisse's Rajiv Punja about his bets on disaster reinsurance.