JOHCM Global Select has moved to a 16.4% weighting in technology stocks, the largest in the portfolio, reflecting a 5% overweight to its the MSCI ACWI Standard Index benchmark, in the belief the technology sector will be one that leads the full blown rally when it occurs.
Senior fund manager Christopher Lees says closure of technology funds such as the Jupiter Global Technology reflects an industry trend that it is out of sync with the markets. "This industry has a habit...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation