Multi-managers in 2003

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fund of fund managers give their views on next year and outline their portfolio positioning

Threadneedle, Edinburgh, M&G are increasing equity weightings in their multi-asset class fund of funds, while Rothschild's remains cautious on equities. Others share Rothschild's caution such as Isis, or are avoiding asset allocation bets such as Hargreaves Lansdown. Investment Week's sister publication Multi-Manager polls fund of funds managers on how they are preparing for 2003. Preparation Many groups are anticipating an end of year rally and are positioning their portfolios to catch any potential upside. With this in mind, John Chatfeild-Roberts, head of independent funds at Jupit...

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