Citywire Selection Verdict: As part of their strategy, Adrian Frost and Adrian Gosden have a talent for selecting overseas companies and make full use of their maximum 20% global allocation which gives them exposure to large international pharmaceuticals. The duo remain overweight in healthcare and keep faith with UK listed majors GlaxoSmithKline and AstraZeneca. They have reduced positions in media and basic resources to make way for a top ten positon in the personal and household goods sector. The fund has shown it performs well in both good and bad markets and has delivered consistent returns. A sound pick in this space.
Neptune Investment Management
How Abenomics drives corporate profits?
Chris Taylor, Investment Director & Head of Research, summarises his views on the power of Abenomics and how he believes corporate profits can rescue Japan