2015-01-23 — fundweb.co.uk
``Run by Neil Gregson and his commodities team, the £760m fund is trying to position itself in a market with "appalling sentiment".... Portfolio manger James Sutton says: "We have increased our gold position from a low of 13 per cent to close to 20 per cent of the fund, but we are not looking to add further to the position."''
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