View the article online at http://citywire.co.uk/money/article/a385098
Citywire Selection Verdict: The manager, took over from Mark Urquhart in January 2014. He continues the trust’s cyclical bias and does well in market upturns, however, can underperform during less buoyant ones. Brodie has started to invest in smaller, less mature companies at the time of initial investment since the investment policy of this trust changed around the same time as Urquhart’s departure. We still back the trust’s unconstrained approach to outperform the market over the long term and we continue to monitor any significant changes in the trust.
For more details view the latest factsheet .
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