Five Year Performer: Cazenove's Julie Dean

clock • 4 min read

Cazenove UK Opportunities manager Julie Dean on why 2010 could be an alpha year.

Julie Dean may not have as high a profile as some of her colleagues, but the Cazenove UK Opportunities fund has flourished during her seven year tenure. At £29m, the fund is considerably smaller than the other core Cazenove equity funds - Tim Russell's UK Income & Growth fund, for example, is now over £500m - but it runs using the same business cycle investing process. The fund is higher octane than its peers, targeting a 3% outperformance of the FTSE All-Share with an 8% tracking error. The Income & Growth fund aims for about half that outperformance with half the risk. The Cazenove app...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Infrastructure: A good investment gone bad – and then good again?

Infrastructure: A good investment gone bad – and then good again?

'Infrastructure - a victim of a unique set of circumstances'

Darius McDermott
clock 02 May 2024 • 5 min read
Investment opportunities 'differ by client age group'

Investment opportunities 'differ by client age group'

‘Advisers should consider personal circumstances when it comes to investment’

Isabel Baxter
clock 02 May 2024 • 1 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 02 May 2024 • 2 min read