In focus
[ SECTOR PROFILE ]
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team at Winterflood,
points out that
while Henderson
Opportunities, Artemis
Alpha and Baillie Gifford
UK Growth have been the
strongest beneficiaries of the
“Boris bounce”, some names
are trading on discount levels
that are wider than their 12-month
averages, such as Independent
Investment Trust.
“The best-performing trusts since
the improvement in sentiment have
been those with the highest exposure
to UK domestically orientated
businesses, such as Aurora, which
has a value approach,” he adds.
“The best-performing
trusts since the
improvement in sentiment
have been those with the
highest exposure to UK
domestically orientated
businesses”
JPMorgan Mid Cap tops the tables
over three months, with a rise of
19.47 per cent, with Mercantile and
Schroder UK Mid Cap delivering 17.38
and 16.64 per cent, respectively. The
major laggards have been Fidelity
Special Values, which is up just 0.83
PERFORMANCE OF SECTOR VS INDEX OVER 3 MONTHS
IT UK All Companies (11.90%)
MSCI World (3.29%)
16%
14%
12%
10%
8%
6%
4%
2%
0%
-2%
Source: FE Analytics
TRUSTNET
trustnet.com