In Conversation January 2024


Manager Alexandra Jackson details the fund’s exceptionally strong end to 2023, which helped deliver first-quartile performance for the year. She reveals which stocks materially contributed to returns, and explains the impact of M&A. She also discusses why most people got the ‘recession call’ wrong last year, how the UK economy is really faring, and how an election might change the outlook. Find out who has described UK mid-caps as “the standout trade for 2024” and where global investors might find alpha in UK markets.

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