Striking the balance: Top-down versus bottom-up and risk versus reward

Sam Slator 21/07/2017

Jacob de Tusch-Lec and James Foster, who head up the Artemis Monthly Distribution fund, explain how they achieve the balance between risk and reward, how they decide upon asset class weightings and how the macro affects portfolio decisions.

As detailed in a previous FundCalibre article, the fund will invest in both equities and bonds from around the world in pursuit of an attractive monthly income, as well as growth.


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