'Looking at the global picture' forged Close Finsbury UK's success story

clock •

Research into how global markets can impact domestic trends can kickstart a sluggish portfolio into performing well

Funds that performed well in the UK equity sector over the past five years had stocks in their portfolios that offered long-term performance potential. Managers looked at overall macroeconomic and global trends when deciding what stocks to put in their portfolios. Funds that performed badly only focused on growth stocks and did not look at the overall picture. The Close Finsbury UK Equity was ranked number two over a five-year period. It is managed by James Barstow, managing director of Mars Asset Management and it is run in the same style as his Aurora Investment Trust that has out-per...

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 uncategorised

PA Awards 2027: Last chance - entries close at midnight tonight

PA Awards 2027: Last chance - entries close at midnight tonight

The 22nd Professional Adviser Awards will take place in London next March

Professional Adviser
clock 18 September 2026 • 1 min read
Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Hear from Aberdeen, Aviva Investors, Clever, Downing, Fidelity, Quilter Cheviot, Rathbones

Professional Adviser
clock 08 September 2026 • 1 min read
Last chance: MPS conference to explore different approaches in shifting landscape

Last chance: MPS conference to explore different approaches in shifting landscape

Takes place in London tomorrow

Professional Adviser
clock 01 June 2026 • 1 min read