Portfolios to remain defensive through to year end

Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.

Monthly Fund Commentary

Investing in European ‘Quality Growth’?

Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.

News

September Update: Weight Problem?

Willem Vinke examines the allure of financial stocks against more stable sectors.

Monthly Fund Commentary

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Citywire look at the top performing groups within each sector, considering performance of up to 7 years for the group awards.

News

July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.

Monthly Fund Commentary