magazine archive

magazine archive


Know your fund: what’s inside Fundsmith Equity?

Thursday 01 Aug 2019

Following our cover story on the risks associated with ‘star managers’, in the aftermath of the suspension of the flagship Woodford Equity Income Fund (BLRZQ73) , we are launching a new feature looking at the UK’s most popular funds to analyse their investment process and their top holdings. As we...

Investors turn their back on absolute return funds

Thursday 25 Jul 2019

Investors have been pulling their money out of absolute return funds over the past year, as the sector has lost popularity. The past 11 months have seen consistent outflows from the sector, with investors pulling £5.4bn from the funds over that period, according to figures from the Investment...

Should I pick a manager’s fund or trust?

Thursday 18 Jul 2019

Fund managers who run both an investment trust and a fund to a similar strategy will usually outperform on the trust. A number of fund managers run both an investment trust and a fund, with many having the same strategy and a big overlap between their holdings. But how can investors work out which...

The fund with a disciplined approach to finding quality and value

Thursday 11 Jul 2019

Does a fund with more than 25% of its holdings in cash tell you the managers are fearful? In the case of JO Hambro Capital Management UK Opportunities Fund (B95HP81) it is a mixture of the managers believing the market is over-valued and to also have the capacity to pounce on any sudden...

Discover the hottest UK income funds

Thursday 04 Jul 2019

Dividends have always been important to investors. While there are many retail enthusiasts both willing and able to conduct the necessary research on individual income stocks, deciding for themselves what’s right for their own needs and portfolios, there are plenty of others with neither the time...

Micro-cap funds caught up in Brexit and Woodford liquidity fallout

Thursday 27 Jun 2019

Many micro-cap funds are struggling as investors shun the very bottom part of the UK stock market. Weaker sentiment towards illiquid stocks in the wake of the Woodford fund suspension also doesn’t help matters. The fund managers targeting this space remain confident there is value to be generated...

Five different ways to play the bond market rally

Thursday 20 Jun 2019

The bond market is back in favour as investors seek solace in fixed income amid fears of a potential recession in the near future. In particular, prices of US government bonds, known as Treasuries, have gone up in recent months thanks to increased demand fuelled by concerns about interest rates and...

All you need to know about open-ended funds

Thursday 13 Jun 2019

Choosing the funds in which to invest your hard-earned cash is an important yet complex decision. Not only do investors have to choose between funds investing in different geographies, sectors and asset classes, they also have to weigh up the pros and cons of funds that are structured differently...

Favourite funds to play a European renaissance

Thursday 06 Jun 2019

European economies have had a tough time recently, having been singled out as the global laggards when it comes to growth. Proclamations of doom were made at the start of the year, when fears grew that the euro area could be heading for a recession. But there are signs, particularly in the advanced...

Funds to play the next era of Narendra Modi in India

Thursday 30 May 2019

As the dust settles on the largest, and possibly most drawn-out democratic election process anywhere, Narendra Modi has retained power in India. This is likely to settle the nerves of UK-based investors that already have an appetite for investing in India. We’ll now look at some of the ways you can...