Nick Train said he "took advantage" of the coronavirus "panic" to add to the companies in his UK equity and global equity funds exposed to Asia and luxury spending in January.
In the January factsheet for the £6.6bn LF Lindsell Train UK Equity fund, manager Train said it had been "a difficult month to get a handle on, as coronavirus began to predominate investor thinking"...
Could spell bottom for value, say experts
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Revisiting the portfolio debate
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'Mentally prepare clients'
Existing users to see revamp
“Increasing reports” of harassment
Delayed by 12 months