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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Comgest refocuses A-rated team’s growth fund

French firm announces shift for China equity strategy to capture domestic growth.

Vontobel EM outperformer: why we’ve dramatically cut tech

VIDEO: Roger Merz reveals why his team has dramatically cut their tech exposure in portfolios.

Japan star Kaye: three reasons we don’t hold energy stocks

Comgest’s Richard Kaye defends his zero position in energy and utilities and offers up an alternative.