Commodity funds like JPM Natural Resources should be in the team as well as Asia funds from Neptune and First State. A decent US fund from Schroder/JPM makes sense, but my midfield general would be Graham French at M&G Global Basics.
For UK exposure, I’d add some old heads with great records such as Tom Dobell (M&G Recovery) and Harry Nimmo (Standard Like UK Smaller Companies), and in goals the likes of David Jane (M&G Balanced) or Neil Woodford (Invesco Perpetual Income and High Income).
Quote courtesy of The Telegraph
Saturday 5 June 2010
