Citywire Selection Verdict: Phillip Matthews has a cautious outlook but is alert to potential opportunities, even in depressed financials stocks. The manager of the Jupiter Growth & Income fund has exposure to large companies as well as some medium sized stocks. He uses a cyclically adjusted price-to-earnings metric (CAPE) to find value and benefitted from a move last year into housebuilders. The fund offers a yield of around three per cent along with a track record boasting an excellent combination of above benchmark growth and low risk. One of the sectors unsung stars.
For more details view the latest factsheet