Insights, views and fund updates

Nasstar exits portfolio on completion of takeover. Read more

Frenkel Topping jumps following bid interest. Read more

Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more

Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more

Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more

Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more

Defensive sectors soar amid coronavirus outbreak. Read more

Defensive sectors soar amid coronavirus outbreak. Read more

Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more

Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more

Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more

Cruise operator Carnival among stocks exposed to coronavirus trade and travel fears but Energias de Portugal a standout performer within buoyant European utilities sector. Read more

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more

Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more

We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more

Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more

The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more

The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more

The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more

Fund's equally-weighted approach remains as important as ever. Read more

We continue to be very optimistic about the future returns from technology companies. Read more

Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more

Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more

Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more

The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more

Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more

Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more

The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more

The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more

Sophos, L&G and Kingspan among top performers over Q4. Read more

Helios Towers added to portfolio on IPO during quarter. Read more

Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more

Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more

Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more

Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more

Fund reduces duration short over quarter on valuation grounds. Read more

Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more

Stock selection in favoured insurers and banks sectors continues to drive returns. Read more

Trupanion and Abcam back among top names after weaker Q3. Read more

Fund moves to overweight equities and underweight cash as economic momentum improves. Read more