Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Henderson Cautious Managed

Citywire Selection verdict: Lead manager Chris Burvill’s belief in equities has been persistent over the last few years and he will continue to buy them at the current levels. Their exposure to bonds that offer a low sensitivity to rising interest rates has offered protection. The main contributors towards this fund’s performance over the last few years has been holdings within the small and mid-cap segment of the equity market, as well as strong performance of high yield and financial bond holdings. Interestingly for a mixed asset manager, Burvill is reluctant to invest in gold, believing it to be too speculative. This has cost the portfolio over the short-term as gold has appreciated sharply.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: why Patronus Partners' founder left the only job he ever knew

Profile: why Patronus Partners' founder left the only job he ever knew

'There was a definite idea of how things would work out over 12 months. When we look back, that was inaccurate'

Wealth Manager on Twitter