Analysis

Octopus Investments' multi-manager team reveals the overlooked funds to watch in 2014.

Regional investment manager Redmayne-Bentley has tripled its asset base to £4.5bn over the past three years, capitalising on the demise of local competitors.

ON EUROPE

ON EMS

ON UK INCOME

Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management's Hugh Young.

Investment trust buyers are selling their infrastructure holdings, rotating into open-ended vehicles or exiting the sector entirely as premiums hit record levels.

Majedie's UK Income fund is close to the upper limit it is allowed in overseas stocks, as manager Chris Reid looks for opportunities in international dividend payers.

Potential interest rate rise in 2014 could prompt flight from fixed income into commercial property.