Professional Wealth Managementt

By PWM Editor

“Best returns came from JOHCM UK Growth and from Schroder ISF Euro Alpha, rewarding our decision to retain this fund for now, despite the manager’s recent resignation. We are reviewing this position as part of our European sector review. Returns from US, Asia and emerging markets were poor; being nearly half weighted to the US meant we fared better. Emerging markets also held up well and we will reduce our exposure to this area in favour of the UK.”

 

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