View the article online at http://citywire.co.uk/money/article/a385098
Citywire Selection Verdict: The trust's manager, Mark Urquhart is focusing on the gradual shift of global trade from West to East. The trust has a cyclical bias and does well in market upturns, however, can underperform during less buoyant ones. From January 2014 the trust has a new investment policy which allows Urquhart to invest in smaller, less mature companies at the time of initial investment. He believes that investing in a more focused manner will prove rewarding for long term investors. We back the trust’s unconstrained approach to outperform the market over the long term.
For more details view the latest factsheet .
The Citywire guide to investment trusts
In association with Aberdeen Asset Management
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by Gavin Lumsden on Mar 07, 2014 at 18:53