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Wealth Manager Top 100 2017: 25 brilliant investment decisions

We asked a selection of our Top 100 UK fund selectors to name the investment decisions they are most proud of this year.

Jon Gumpel, Brooks Macdonald Asset Management

‘Our overweight position to US technology has performed very strongly, with our buy list funds averaging over 20% year-to-date (as at 22/8/17).’

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Jon Gumpel, Brooks Macdonald Asset Management

‘Our overweight position to US technology has performed very strongly, with our buy list funds averaging over 20% year-to-date (as at 22/8/17).’

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Anna Haugaard, Brewin Dolphin

‘European smaller companies over European large companies. This call has been helped considerably by the strength of the euro in 2017. Smaller companies are more domestically oriented and therefore less impacted by a less competitive currency.’

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Nick Wood, Quilter Cheviot

‘Retraining conviction in Sands Capital US Growth – the fund had a very poor 2016, but recovered strongly in 2017. The manager has a much longer 25-year track record and has added significant alpha longer term. The portfolio is a concentrated portfolio of best ideas.’

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Lydia Brook, LGT Vestra

‘Increasing Asia exposure (specifically through BlackRock’s Asian Growth Leaders fund) at the start of 2017.’

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Jamie Fletcher, Sarasin & Partners

‘Edgewood Select US Growth. The fund has a concentrated 22-stock portfolio and as of 31 July, it has returned 19.7% year-to-date versus 4.6% for the S&P 500.’

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Bo Huang, Tilney

‘We started investing in Hermes Asia ex-Japan Equity fund in December 2016 when the fund was re-opened to new investors. The fund was soft-closed again in early 2017. The fund outperformed the broad MSCI Asia ex-Japan index by 4% since our purchase and it also delivered excellent risk-adjusted returns since inception.’

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Matthew Webber, Standard Life Investments

‘Focus on the distinction between president Donald Trump’s rhetoric and his ability to actually implement policy change.’

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James Davies, Close Brothers Asset Management

‘Jupiter Euro Opportunities trust has been our strongest performer, but long-standing holdings in Baillie Gifford American and Schroder Asian Total Return have also done very well.’

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Peter Sleep, 7IM

‘Overweight emerging market equity. We hold our own 7IM smart beta fund in this area. Also overweight high yield where we own the Robeco Dynamic Quant High Yield fund which has beaten the equivalent ETF by 3% year-to-date.’

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Alex Brandreth, Brown Shipley

'From an asset allocation perspective an overweight to Asia and emerging markets has been a strong contributor to performance.' 

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Ian Crispo, Deutsche Bank

'Allocation to relative value event managers and market neutral strategies in the liquid alternatives has worked fairly well for us this year.'

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Julian Howard, GAM

'Simply to increase, and remain engaged in, equity markets despite broader disappointment with the 'Trump trade'. Earnings and 'TINA' meant that equity markets had some fire left in them.'

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Marcus Blyth, Investec Wealth & Investment

'Hermes Emerging Markets as our key investment for the sector. Performance has been exceptional.'

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Daniel Adams, Psigma

'We took profits in many of our commodity related positions in February, having rallied hard from the positions we established in early 2016.'

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David Coombs, Rathbones

'Sell almost all exposure to UK domestic equities prior to election.'

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James Burns, Smith & Williamson

'A couple of special situation discount plays in the investment trust sector that have both been subsequently taken over.'

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Ahmet Feridun, Stonehage Fleming

'We have held a significant weighting to emerging market assets within portfolios, both in equities as well as local currency debt, since 2016 and these have continued to perform well relative to broader market returns.'

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Haig Bathgate, Tcam Asset Management

'At the end of 2016, we launched our own UK equity strategy, VT Strategic Value. The fund has a value bias, with a focus on mid-cap names and hence has been well positioned to take advantage of market conditions year-to-date. Financials is the key sector exposure and with the sector performing well, the fund is c.10% ahead of the FTSE AllShare this year.'

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Matt Hoggarth, Thesis Asset Management

'Keeping faith with UK equities despite the possible headwinds of Brexit and politics in general.'

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Adam Burniston, Thesis Asset Management

'Instituting an increased allocation to global listed infrastructure alongside our London-listed, closed-ended infrastructure trust holdings. We have enjoyed strong double-digit % gains over the past 12 months as well as a very respectable dividend yield.'

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Jordan Sriharan, Thomas Miller Investment

'The rotation from passive to active exposure in the equity portfolios - most significantly for the UK equity bucket.'

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Ben Seager-Scott, Tilney Group

'I wouldn't say it is an explicit call, but our overweight position in European equities and adding to emerging markets equities earlier in the year whilst being underweight the US has worked for us this year.'

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Luke Hyde-Smith, Waverton Investment Management

'Increasing active exposure having previously held higher weight to passive strategies. Increasing growth and particularly technology exposure and remaining overweight emerging markets.'

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Navin Chauhan, Quilter Cheviot

'Old Mutual UK Smaller Companies Focus Fund.'

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Paul Hookway, Kleinwort Hambros

'Maintaining Liontrust UK growth in portfolios.'

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