Former Miton fund manager James Sullivan has unveiled the top 10 holdings in one of the first fund offerings from new firm Coram Asset Management, revealing significant exposure to Asia.
The group has launched a trio of funds - the Coram Global Defensive, Global Balanced, and Global Opportunities funds, run by Sullivan and his former Miton co-manager Martin Gray, who joined the firm at the start of the year. Sullivan (pictured) explained the asset allocation split on the Coram Balanced portfolio in his first fund commentary since setting up the new business. Asia is a strong theme in the Balanced fund, with Fidelity China Special Situations, the Asian Total Return trust, a Japan tracker, and Coupland Cardiff Japan Alpha all featuring in the top 10. The fund also has e...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- 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
