Three bold contrarian funds

Choose funds with clear and unwavering investment strategies, says professional investor Rob Gleeson. Here, he tips three such funds to buy for a balanced portfolio.

Each week, a professional investortells MoneyWeekwhere he'd put hismoney now.This week:Rob Gleeson,head of research,FE Trustnet.

When selecting funds for our portfolios, we look for managers who have a clear investment strategy that they stick with through thick and thin, even when the market moves against them. By building portfolios of funds with contrasting strategies, run by managers we can trust to stand by their convictions, we can better diversify our portfolios, blend away risk, and create better risk-adjusted returns. We like the following funds, whose styles are distinctive and, arguably, currently out of favour.

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Rob Gleeson is head of research at FE Trustnet.