Outside the portfolios' 'Themes' and 'Commercial property' sectors, regular readers will know that the strategy guiding both portfolios since their inception five years ago has been to 'Go high, go deep and go east'. The emphasis has been on higher-yielding blue-chips and bonds, smaller companies and the Far East (including Japan from the end of 2012).
To continue reading, register today
to enjoy limited access to the following:
- Daily trading news
- Funds coverage
- Features on big investment themes
- Comprehensive companies coverage
- Economic analysis