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

Why investors should be getting revved up about Vietnam

Why investors should be getting revved up about Vietnam

From conflict to confidence

Gabriel Sacks
clock 04 September 2025 • 4 min read
Robeco issues investment advice scam warning as fraudsters pose as employees

Robeco issues investment advice scam warning as fraudsters pose as employees

Name and logo used in fraudulent activities

Jenna Brown
clock 02 September 2025 • 1 min read
Laith Khalaf: Trump makes (some) active funds great again

Laith Khalaf: Trump makes (some) active funds great again

42% of active managers have outperformed a passive alternative so far in 2025

Laith Khalaf
clock 02 September 2025 • 3 min read