Fund managers give their top sector, stock and asset allocation calls of the year so far.
Chris White manager, Premier Income fund Media Our best asset allocation decision this year has been an overweight to the media sector. Our media weighting in the fund has been around 10% for most of the year and Daily Mail and General trust currently represents 3.4% of the portfolio. I do not use the word remarkable about a company lightly, but Daily Mail and General trust is a remarkable company. Far from being just a newspaper company, it is a portfolio of media and support service businesses, which are strategically well positioned in fast growing areas of the sector. I...
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