Randeep Somel has revealed his plan to steer the M&G Global Basics fund back to the top of the performance tables, telling investors "no-one else does this kind of portfolio".
Harwood multi-manager Richard Philbin said yesterday the fund's style, focusing on the global brands that form the "building blocks of the world economy", is relatively distinct in its approach. In recent years, however, French's fund has fallen out of favour, although whether that is due to his process or simply individual stock picking is up for debate. Here Investment Week looks at three other global equity funds, each of which has performed well in recent years, and the stocks those managers find attractive at the moment. Templeton Growth Run by Dylan Ball, Peter Moeschter a...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes