Outside the portfolios' 'Themes' and 'Commercial property' sectors, regular readers will know that the strategy guiding both portfolios since their inception five years ago has been to 'Go high, go deep and go east'. The emphasis has been on higher-yielding blue-chips and bonds, smaller companies and the Far East (including Japan from the end of 2012).
This has served both portfolios well. However, the time has come to modestly refine the strategy for the Growth portfolio given market conditions and its freedom from an income constraint.
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