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Money Makers: The Stock Market Secrets of Britain's Top Professional Investment Managers by Jonathan Davis

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Appendix 3: Nils Taube

This is the way that Nils Taube’s top performing unit trust looked at 31 May 1998. The portfolio reflects the strong bias towards financial shares which was one of his main investment themes at the time. Note also the relatively high proportion of cash and gilts, an indication of Taube’s concerns about the level of main stock markets at the time.

Report of the Manager of St James’s Place Greater European Progressive Unit Trust

During the period under review, 1 December 1997 to 31 May 1998 the offer price of St James’s Place Greater European Progressive Unit Trust Income units rose by 31.9% from 537.6p xd to 709.1p and the Accumulation units (in respect of which income is reflected in the price rather than distributed) ...

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