Global opportunities: The stocks French's peers are buying

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Randeep Somel has revealed his plan to steer the M&G Global Basics fund back to the top of the performance tables, telling investors "no-one else does this kind of portfolio".

Harwood multi-manager Richard Philbin said yesterday the fund's style, focusing on the global brands that form the "building blocks of the world economy", is relatively distinct in its approach. In recent years, however, French's fund has fallen out of favour, although whether that is due to his process or simply individual stock picking is up for debate. Here Investment Week looks at three other global equity funds, each of which has performed well in recent years, and the stocks those managers find attractive at the moment. Templeton Growth Run by Dylan Ball, Peter Moeschter a...

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