Analysis

Investors keen to find stocks to meet income requirements

Volatile markets causing wide difference of opinion among managers in the cyclicals vs defensives debate

Aegon UK Opps manager maintains underweight stance on financials but keeps faith with 'survivor' high street outlets

Top of table Global Growth performers have done well by maintaining defensive stance

Legg Mason manager uses 37-year-old, tried-and-tested system for stockpicking

Trojan Capital offering outperforms over three years by minimising downside risk

Contrasting weightings highlight difference of opinion among European equity managers, with SocGen holding almost a third while Eclectica has 2%

Threadneedle manager uses beta portfolio invested in high-quality bonds for liquidity and stability and alpha fixed-interest vehicle to give excess returns

Small-cap managers are taking advantage of cheap valuations to snap up bargains

Bearish financials stance serves Marlborough manager well