One to Watch: An industry star takes over a top-quartile portfolio

Neptune UK Opportunities fund

clock • 3 min read

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.

UK growth is one of the most unloved asset classes at present, with the IA UK All Companies and UK Smaller Companies sectors suffering billions of pounds worth of outflows over the past 12 months. UK Equity Income, on the other hand, has gone from strength to strength. The attraction of yielding companies with strong dividend cover remains obvious, but any diversified portfolio must also have more of a tilt towards growth-focused sectors - especially with inevitable rate rises on the horizon. There are hundreds of options across the two sectors, but one that has caught my eye recently...

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