Funds and trackers


Taking investing back to basics

On this episode of the AJ Bell Money Matters podcast, Laura and Danni strip investing back to its bare bones with the help of two fantastic guests.

Funds and trackers, Managing your investments, Money Matters | Mon, 09/05/2022 - 11:19

AJ Bell funds Quarterly update - April 2022

Tom McGoldrick, Portfolio Analyst at AJ Bell, gives an update on the main talking points of the first quarter of 2022, including spikes in commodity prices and rising energy costs, the pressures of inflation, a positive bounce in the UK stock market and a tough time for responsible investors.

Funds and trackers | Tue, 26/04/2022 - 11:13

BlackRock Sustainable American Income Trust plc – Lisa Yang, Co-Portfolio Manager

Lisa Yang, Co-Portfolio Manager, describes the fund’s objectives and shares what types of companies the portfolio targets for investment. She also discusses how the fund fits into an investor’s portfolio as well as the investment process and how it differs from the wider peer group.

This...

Funds and trackers | Fri, 18/03/2022 - 14:13

Montanaro European Smaller Companies Trust – George Cooke, Fund Manager

George Cooke, Fund Manager of Montanaro European Smaller Companies Trust, describes the funds investment process, and how this fund differentiates it from the wider peer group. He also talks about generating ideas for the funds, typical holding periods, and highlights how different market...

Funds and trackers | Thu, 17/03/2022 - 09:57

BlackRock World Mining Trust plc – Evy Hambro, Co-Manager

In this video interview, Evy Hambro, Co-Manager at BlackRock World Mining Trust plc, discusses the fund’s investment objectives, how they generate ideas, and he highlights which market conditions the investment process would perform well in or less favourably.

This information is...

Funds and trackers | Fri, 11/02/2022 - 09:01

F&C Investment Trust – Paul Niven, Fund Manager

Paul Niven, Fund Manager at F&C Investment Trust, talks us through how the trust has survived market uncertainty, exposure to China, and whether there is a tilt towards assets with inflation protection.

This information is provided by Shares magazine which is published by AJ Bell...

Funds and trackers | Fri, 21/01/2022 - 10:19

Bill Ackman: How I run FTSE 100 company Pershing Square

Dan Coatsworth, Stock Market Analyst, talks to Bill Ackman, manager of Pershing Square Holdings about the company's strategy, what he looks for when making investments and what stocks are doing well in its portfolio.

More with Bill Ackman,...

Funds and trackers | Tue, 02/11/2021 - 14:27

Bill Ackman: Why I invested in Universal Music

Bill Ackman, manager of Pershing Square Holdings talks with Dan Coatsworth, Stock Market Analyst, about the company’s investment in Universal Music and why he is so enthusiastic about the stock.

More with Bill Ackman,...

Funds and trackers | Tue, 02/11/2021 - 14:25

Bill Ackman: Outlook for 2022

Stock Market Analyst Dan Coatsworth talks to Bill Ackman, manager of Pershing Square Holdings, about the outlook for markets going into 2022 and where he sees opportunities.

More with Bill Ackman, Interview – 1)...

Funds and trackers | Tue, 02/11/2021 - 14:20

Fund Manager Interview - Brunner Investment Trust - Part 1)

Shares Magazine Editor, Dan Coatsworth talks to Matthew Tillet, Fund Manager for Brunner about what global companies they decide to invest in from their portfolio as well as discussing the strategy of the Trust.

Funds and trackers | Thu, 28/10/2021 - 12:10

Fund Manager Interview - Brunner Investment Trust - Part 2)

Matthew Tillet, Fund Manager for Brunner Investment Trust joins Shares Magazine Editor, Dan Coatsworth to discuss some of the key topics on his agenda and his outlook for 2022.

Funds and trackers | Thu, 28/10/2021 - 12:08

AJ Bell funds Quarterly update - September 2021

Tom McGoldrick, Portfolio Analyst at AJ Bell, talks through the highs and lows of the third quarter of 2021, and touches on the events that moved the financial markets in recent months.

Funds and trackers | Thu, 21/10/2021 - 17:34

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