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Old Mutual UK Select Smaller Companies

 

Citywire Selection Verdict: Dan Nickols typically adopts a defensive style in his £820 million fund, investing in a range of sectors across the UK small and mid-cap universe. The portfolio has an overweight towards industrials and the fund has performed well over the last year compared to peers. Nickols invests in niche sectors, companies with earnings growth, as well as those that benefit from a change in market conditions.

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