Funds and trackers


Invesco Bond Income Plus Limited – Rhys Davies, Fund Manager and Senior Credit Analyst

In this video interview, Rhys Davies discusses his sector expertise, how he manages the investment company Invesco Bond Income Plus Limited (BIPS) and what features he looks for when generating ideas and income for the BIPS portfolio.

This information is provided by Shares Magazine...

Funds and trackers | Wed, 02/08/2023 - 11:00

AJ Bell funds Quarterly update - July 2023

James Flintoft, Fund Manager at AJ Bell, discusses the performance of global stock markets, the impact of inflation on central bank base rates and how the AJ Bell funds performed in the second quarter of 2023.

AJ Bell funds, Funds and trackers | Thu, 27/07/2023 - 13:59

TB Amati UK Listed Smaller Companies Fund - Dr Paul Jourdan, CEO

Dr Paul Jourdan discusses how the Amati UK Listed Smaller Companies Fund generates ideas for investments, its overall investment process and his outlook for the year ahead.

This information is provided by Shares Magazine, which is published by AJ Bell Media, a part of AJ Bell. Shares...

Funds and trackers | Wed, 01/03/2023 - 16:12

Baillie Gifford Managed Fund - Lucy Haddow, Product Specialist

Lucy Haddow, Product Specialist at the Baillie Gifford Managed Fund, discusses the fund's investment process, how they generate new ideas for the fund, and it's performance over the past year.

This information is provided by Shares Magazine, which is published by AJ Bell Media, a part of...

Funds and trackers | Mon, 05/12/2022 - 12:23

Nick Train: why I remain optimistic despite a second year of underperformance with Finsbury Growth & Income Trust

Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022.

Nick discusses performance, companies with pricing power, his thoughts on Alan Jope planning to step down as Unilever chief executive, and why Relx remains a big holding for his...

Funds and trackers | Tue, 29/11/2022 - 11:54

Bill Ackman interview: What's your outlook for 2023?

Bill Ackman gives his outlook for markets in 2023 and when exactly he believes there could be a buying opportunity for stocks

Funds and trackers | Thu, 10/11/2022 - 13:15

Bill Ackman interview: Are you worried about a recession hurting your investments?

Bill Ackman from Pershing Square Holdings explains why the consumer-facing companies in his portfolio could be resilient in an economic downturn

Funds and trackers | Thu, 10/11/2022 - 12:45

Bill Ackman interview: What's needed to improve Pershing Square Holding's performance?

Dan Coatsworth talks to Bill Ackman from Pershing Square Holdings about how the FTSE 100 investment company performed in 2022 and actions taken to try and protect the portfolio.

Funds and trackers | Thu, 10/11/2022 - 12:30

AJ Bell funds Quarterly update - November 2022

Tom McGoldrick, Fund Manager at AJ Bell, discusses how financial markets in the third quarter of 2022 have been impacted by the Russo-Ukrainian war, the mini-budget and the UK's political upheaval.

AJ Bell funds, Funds and trackers | Thu, 03/11/2022 - 10:49

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

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