Asset allocation, stock-picking and style set the standard

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From Fund Selection 01 April 2005

By PWM Editor

Overweighting Asia-Pacific and emerging markets as well as underweighting the US produced the best returns in the three months to January – and small and mid caps outperformed large caps. Paula Garrido reports on the main drivers of global equity fund performance

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Asset allocation, stock-picking and style set the standard

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