To help investors understand what we do, we post our trades on Twitter at http://twitter.com/#!/FTIMLtd

For example today we added to holdings in Vodafone Group (LON:VOD) at 173.95, Rio Tinto (LON:RIO) at 4169p, Astrazeneca (LON:AZN) at 2934p, Pearson (LON:PSON) at 1009p and British American Tobacco (LON:BATS) at 2362.92p. It is a down day in the market, although recovering now, but these have fallen by more than the market and therefore the fund became underweight relative to the model weight.

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