Funds and trackers


7IM - Chris Justham, Managing Director of Intermediary Solutions

Chris Justham, Managing Director of Intermediary Solutions at 7IM, discusses his role within the company, the company’s range of Pathbuilder funds, the investment process and costs.

Funds and trackers | Mon, 15/04/2024 - 12:42

Smithson Investment Trust - Simon Barnard, Portfolio Manager

Simon Barnard, Portfolio Manager for Smithson Investment Trust discusses the reasons for launching the trust, its investment objectives, the investment process and the trust's overall performance.

Funds and trackers | Tue, 19/03/2024 - 14:23

Henderson Far East Income – Sat Duhra, Portfolio Manager

Sat Duhra, Janus Henderson’s Portfolio Manager for Henderson Far East Income discusses the trust’s investment objectives, how it generates income and the investment process.

Funds and trackers | Mon, 04/03/2024 - 10:30

Terry Smith: my future as manager of Fundsmith Equity Fund and thoughts on performance

AJ Bell’s Editor in Chief and Investment Analyst, Dan Coatsworth interviews Fundsmith manager Terry Smith and head of research Julian Robins about succession planning and how the fund has been getting on.

Funds and trackers | Fri, 23/02/2024 - 14:10

How 3i Infrastructure hopes to achieve 8% to 10% annual returns for investors over the medium term

James Dawes, Chief Financial Officer at 3i Infrastructure plc discusses the company’s focus and investment objectives, the investment process and current megatrends.

Funds and trackers | Fri, 23/02/2024 - 14:09

The UK equity investment trust with the longest track record of dividend growth

William Meadon, Co-portfolio Manager at JPMorgan Claverhouse Investment Trust plc discusses the Trust’s investment objectives, how it generates income, the investment process and dividends.

Funds and trackers | Fri, 23/02/2024 - 14:07

AI boom: Fundsmith’s Terry Smith gives his opinion on artificial intelligence

The fund manager talks to AJ Bell about a vibrant part of the technology sector.

Funds and trackers | Tue, 20/02/2024 - 16:58

Fundsmith on weight-loss drugs: Terry Smith and Julian Robins explain the opportunity and where they invest

AJ Bell’s Dan Coatsworth interviews the fund manager and head of research about the hot investment theme.

Funds and trackers | Tue, 20/02/2024 - 16:56

Terry Smith: why I stuck with Meta and what I think of the company now

The Fundsmith manager has reaped the rewards from sticking with the Facebook owner after a big share price rally in 2023.

Funds and trackers | Tue, 20/02/2024 - 16:47

Fidelity China Special Situations - Dale Nicholls, Portfolio Manager

Dale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's investment objectives, the investment process and the trust's performance over the past 5 years.

Funds and trackers | Wed, 14/02/2024 - 16:17

Fidelity European Trust plc - Marcel Stötzel, Co-Portfolio Manager

Marcel Stötzel, Co-Portfolio Manager at Fidelity European Trust plc discusses the investment process, how an idea is generated for the trust and its performance over the last 5 years.

Funds and trackers | Wed, 14/02/2024 - 16:15

AJ Bell funds - Q4 2023 update

Ryan Hughes, Investments Director, runs through the key market drivers in the fourth quarter of 2023, along with a performance overview of the AJ Bell funds.

AJ Bell funds, Funds and trackers | Tue, 30/01/2024 - 15:20

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