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Fund sectors

We would like you to be able to make your own informed investment decisions. That's why our team of research experts regularly review all the major investment sectors to identify areas we feel have the most potential.

What do we look for?

We carefully analyse what has driven both short and long-term performance across the different sectors and stock markets. This means we understand why a fund has performed the way it has.

We also seek to identify up and coming fund managers who we believe could be worth investing with; highlight those who are not performing well; and review those who prove popular with our clients.

To make sure you are kept up to date, our research team will update each sector review on a biannual basis.


  • Mark Dampier, Head of Research

    Mark began his career in financial services in 1983 and joined us in 1998. Mark is one of the most respected and highly-regarded investment commentators in Britain, and his views regularly appear in the national press. Mark heads our research team - working closely in sharing his knowledge with the wider investment team. Mark has ultimate responsibility for the construction of the Wealth 150.

    Richard Troue, Head of Investment Analysis

    Richard joined us in 2006 and heads up the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. Alongside leading the team, Richard is committed to analysing US, Japanese, fixed-interest, and ethical funds.

    Kate Marshall, Investment Analyst

    Kate completed a year in industry with us during university and returned when she completed her business degree. Kate is part of the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. She is one of our specialists for Asia, emerging markets, Europe, and UK All Companies funds.

    Heather Ferguson, Investment Analyst

    Heather joined us straight from university and is part of the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. Within the team Heather is passionate about analysing UK smaller companies, property, specialist and global funds for our clients.


    Dominic Rowles, Investment Analyst

    Dominic joined us after studying Economics at university and is part of the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. Dominic specialises in UK All Companies, US, Japanese and ethical funds.


A starting point for your research

If you are considering making an investment in any of the sectors below, the reviews can provide a logical starting point. Find out what has been driving sector performance and which funds we are favouring for new investment.

Investment notes

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested. If you are at all unsure of the suitability of any investment please seek personal advice.