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Investec Cautious Managed

Citywire Selection verdict: Alastair Mundy’s contrarian value approach of targeting out of favour stocks has led him to keep large amounts of the fund invested in the UK in addition to a long-standing allocation to Norwegian government debt. Boosting performance in recent years has been his 10% stake in Japanese equities. Mundy follows a well-executed, simple strategy to generate steady returns with volatility lower than that of a single asset class investment, a process that has led him to be among the very best mixed asset investors. Recent performance hasn’t been the best, but contrarian investors by definition will always experience periods of subdued returns.

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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