European fund managers are overweight France, Germany and the Netherlands
Fund managers have been focusing their European portfolios on France, Germany and the Netherlands markets, according to latest research by Forsyth Partners. Overweight positions in France include the Lazard European Fund, Aberdeen International European Growth Fund and Henderson Horizon European Fund. However, all these portfolios use either a sector or stockpicking approach to choosing equities rather than a geographical one. Charles Wilson, head of retail sales at Lazards, said: 'All sector and country weightings are a function of stockpicking. We invest client capital where we find ...
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