Analysis

Ashburton portfolio focuses on two key emerging regions, but can also buy US and European stocks benefiting from the Chindia story

Underweight positions in financials and overweight in resources have boosted returns of American sector's top performers over past three years

Swip emerging markets manager remains undeterred by the effects of his underweight position on China, citing superior medium-term prospects in Russia and Brazil

Despite increasingly short tenures, with high-profile names moving between groups, multi-manager assets have more than doubled since 2004 to over £33bn

Jupiter Merlin Income Portfolio The investment objective is to achieve a high and rising income, wi...

Husselbee and Chatfeild-Roberts are among managers at top of sector, both benefiting from well-timed moves out of bonds and property

Max King believes a higher conviction approach would have produced better returns for Investec Balan...

Sub-prime issues wiped out gains from high yield on many funds, with managers seeking refuge in the relative safety of large UK gilt positions

Franklin Templeton manager believes a combination of events is boosting emerging market demand, including general desire to exit bonds and get into equities

Miton's Sam Liddle maintains Asia focus on asset allocation portfolio, also playing niche opportunities such as Pictet Water fund and IT Tech Global