Citywire Selection Verdict: As part of their strategy, Adrian Frost, Adrian Gosden and Nick Shenton 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 trio remains overweight in healthcare and keeps faith with UK listed major, AstraZeneca. They have reduced positions in media and basic resources to make way for a top ten position in the personal and household goods sector and used market weakness in 2014 to top up a number of holdings. The fund has shown it performs well in both good and bad markets and has delivered consistent returns. A sound pick in this space.
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