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JOHCM UK Opportunities

 

Citywire Selection Verdict: A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. John Wood and Ben Leyland are wary of UK growth founded on high debt levels and maintain a defensive portfolio with a high level of cash. They look for sustainable growth, steering clear of financials and telecoms in favour of businesses investing in capital expenditure and research & development. A safe and consistent pick in the UK equity space.

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