Rosemary Banyard, Fund Manager of the VT Downing Unique Opportunities Fund presents her experience to Proactive London.
She has successfully steered the fund through a challenging period for markets with volatility a recurring theme throughout 2021.
The A Accumulation share class returned 25.82% in the 12 months to end of December 2021, 8.57% ahead of the IA All Companies TR sector of 17.25%.
The concentrated portfolio of 25-40 holdings only added 5 new positions and sold out of 3, which indicates the quality of the original portfolio selection at launch in March 2020.