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Old Mutual UK Smaller Companies

Citywire Selection Verdict: Dan Nickols typically adopts a defensive style in his £850 million fund, investing in a range of sectors across the UK small and mid-cap universe. Nickols invests in niche sectors, companies with earnings growth, as well as those that benefit from a change in market conditions. The portfolio has an overweight towards industrials and has performed well over the last year. We have faith in Nickols’ ability to continue his strong run.

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