The flexibility this fund has is what makes it stand out in a highly competitive sector. It’s ability to be multi-cap and adjust quickly to a changing economic environment are ideal in times like these. Add the value bias into the mix and the fund ticks all the boxes to take advantage of the long-term recovery in UK equities.
*Source: GAM – UK Equities: This summer’s hottest prospect? July 2021
**Source: FE fundinfo, total returns in sterling, 1 January to 31 December 2020
***Source: Pitchbook.com
****Source: fund factsheet, 31 July 2021
^Source: FE fundinfo, total returns in sterling, 1 January to 6 August 2021
Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. Darius's views are his own and do not constitute financial advice.
Darius McDermott is managing director at Fund Calibre
