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 aversion has aided performance over the last few years.
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