Tech and telecoms remain popular as global themes

Managed funds are increasingly favouring portfolios positioned toward technology and telecoms and consider these to be major global growth themes that should be followed in order to achieve performance. Sam Liddle, head of portfolio management services at Johnson Fry, says the Johnson Fry Managed Portfolio Service is positioned toward these two areas. The Managed Portfolio Service's Growth Portfolio rose by almost 16% over November, due largely to three key holdings - the Henderson Global Technology and Dresdner RCM UK Mid Cap unit trusts and the Hill Samuel Emerging Companies Investment...