What's Hot: 'I am devoid of anything European'

WHAT'S HOT?

clock • 4 min read

Martin Gray talks to Joanna Faith about why he is bullish on Japanese equities, what it would take for him to invest in Europe and why he has so much cash in his portfolio.

The Miton Special Situations fund is not your typical special situations offering. Rather than investing in out of line equities, as its name would suggest, the fund holds a mixture of global equities, bonds and cash. Martin Gray has been managing the macro-driven vehicle since its launch in 1997 and over that period it has delivered returns of 286%, compared to a sector average of 92%. Of particular note was its outperformance in 2008 - it was up 0.3% compared to the average fund in the sector which was down 24.4%. Also of interest is its low volatility. Over three years, annualised ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Investors hold back on equity exodus as they brace for Trump's next move

Investors hold back on equity exodus as they brace for Trump's next move

UK equity funds suffer

Linus Uhlig
clock 03 April 2025 • 2 min read
Darius McDermott: Are we seeing the end of US exceptionalism?

Darius McDermott: Are we seeing the end of US exceptionalism?

The Euro Stoxx 50 Index is up 10.8% since the start of the year

Darius McDermott
clock 03 April 2025 • 5 min read
AllianceBernstein bags two SDR labels on deadline day

AllianceBernstein bags two SDR labels on deadline day

Focus labels dominate market

Cristian Angeloni
clock 02 April 2025 • 3 min read