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

Chaos is not a ladder: Navigating human behaviour at times of market stress

Chaos is not a ladder: Navigating human behaviour at times of market stress

'It is important to maintain perspective'

Sacha Chorley
clock 09 March 2026 • 4 min read
Four reasons why direct engagement can still make a difference

Four reasons why direct engagement can still make a difference

'Quantitative data arguably tells only half the story'

Simon Wood
clock 05 March 2026 • 4 min read
Darius McDermott: Is income under pressure?

Darius McDermott: Is income under pressure?

‘The period of abundant income is ebbing'

Darius McDermott
clock 04 March 2026 • 5 min read