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PIMCO

Why this fund went overweight China for the first time in almost 30 years

Matteo Anelli
13 June 2025
Cheap valuations finally drew the portfolio above index weight in China, although now, the manager is trimming back as prices rise.

The US funds this manager still backs despite underweighting America

Matteo Anelli
12 June 2025
The fund picker complements a large-cap quant fund with specialist small-cap funds to track shifting market dynamics.

Vanguard launches short-term gilt index fund

Emmy Hawker
12 June 2025
Asset manager aims to diversify portfolios amid rising rates and shifting demographics.

Blue Whale’s Yiu headlines the newest members of the Alpha Manager Hall of Fame

Jonathan Jones
11 June 2025
Comgest’s Franz Weis and Richard Hodges from Nomura also made the cut in 2025, while eight managers left the group.

Three funds added to Square Mile’s Academy of Funds in May

11 June 2025

JOHCM’s Beagles: We’ve found more opportunities in three months than in the past five years

11 June 2025

‘The wealth management industry is not very good at giving up-and-coming managers money’

10 June 2025

Performance Tables

Contact Details

MI Chelverton Equity Fund - , MI Chelverton European Select Fund, Hamilton Centre Rodney Way, Chelmsford, CM1 3BY

-

www.fundrock.com

chelverton@apexgroup.com

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.