Funds and trackers


Woodford fund suspension: what you need to know

It was the investing news that launched a thousand headlines. On Monday, the struggling Woodford Equity Income Fund suspended its trading. How did it...

Fri, 07/06/2019 - 11:50


Shares magazine: what happens next for holders of Woodford funds?

We explain how investors are affected by news of a fund suspension and an investment trust sell-off

If you've invested in funds managed by Neil...

Fri, 07/06/2019 - 11:39


Want an annual tax free income of £30,000? Save via an ISA

The fact withdrawals from ISAs are tax free makes them an ideal way of saving to generate an income to supplement...

Tue, 26/03/2019 - 16:31


Brexit-proofed funds for ISAs

Tuesday's defeat of Theresa May’s Brexit deal confirms investors continue to face a period of uncertainty as they approach the important tax year end...

Wed, 13/03/2019 - 16:18


We've refreshed our Favourite funds list

At AJ Bell Youinvest, we're proud to offer a huge range of possible investments – including over 2,000 funds and shares from 24 markets. But...

Tue, 11/09/2018 - 10:00


Why commodities’ stale performance looks odd in 2017

One intriguing trend of note this year is the turgid performance of the Bloomberg Commodities index, a basket of 22 raw materials, encompassing energy, industrial...

Fri, 08/12/2017 - 09:24


Three quick tests to make sure the US stock market isn’t a turkey

A relentless series of new all-time highs in benchmark stock indices such as the Dow Jones Industrials, S&P 500 and NASDAQ Composite mean that America’s...

Thu, 30/11/2017 - 14:17


How to assess whether infrastructure funds can be a useful portfolio asset

The concrete word “infrastructure” is regularly bandied about in conversations that cover the more nebulous term “productivity,” as economists and analysts alike try to fathom...

Wed, 22/11/2017 - 10:15


How to make sure portfolios do not get entangled in a web of technology stocks

A couple of weeks ago this column mentioned a throwaway comment provided by a shrewd fund manager that: “There is no value in momentum [stocks]...

Thu, 26/10/2017 - 12:17


How to check whether ETFs are right for your portfolio

Last week’s column noted the phenomenal rise of exchange-traded funds (ETFs) and the concept of passive investment. This is best exemplified by data from independent...

Wed, 24/05/2017 - 09:04


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