Henry Lowson ran the successful AXA Framlington UK Smaller Companies Fund before joining Royal London, and becoming the lead manager on the Mid-Cap Fund in 2017. He is supported by Craig Yeaman who previously managed the Saracen UK Alpha Fund. During a difficult period of managing the fund he has managed to outperform the index. However, we would add that this is early days.
The fund looks to hold 80% in FTSE 250 companies (excluding Investment Trusts) and can hold around 20% in smaller companies and FTSE 100 companies. The fund looks to hold 45 to 60 holdings with a 3 to 5-year time horizon…..read more