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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Is Jeremy Grantham right? How to navigate the beta desert

Renowned strategist Jeremy Grantham’s recent observations that investors could find they are lost in a ‘beta desert’ has rung true with a raft of investors.

Profile: The adviser that tempted Robin Minter-Kemp on board

It is rare to meet an impassioned individual who is willing to bang the drum for investment advisory right now

Waverton exploits pension changes with Cautious Income fund

Waverton is to exploit pension liberation demand for yield by adapting its Waverton Cautious Model Portfolio strategy as a retail Oeic

Chatfeild-Roberts ups Woodford stake to £800m

Woodford now makes up 11% of £4.6 billion Jupiter Merlin Income fund.

How leading global asset allocators are positioning for rising volatility

We asked some of the leading investors around the world how they are positioning their portfolios in the expectation of heightened market volatility 

Franklin Templeton's Ball ready to ramp up turnover for EM bargains

Franklin Templeton fund manager Dylan Ball is waiting for valuation opportunities in either small caps or emerging markets in his £198m Franklin Templeton Growth fund.

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