magazine archive


magazine archive

Funds

A maths whizz reveals how he picks stocks

Thursday 25 Apr 2019

One of the market’s smaller UK funds at £64m is the somewhat unheralded FP CRUX UK Fund (B5839S6) . Managed by CRUX Asset Management’s Jamie Ward, mathematics whizz, former equity analyst and sole manager since March 2018, the fund aims to preserve and enhance the real value of investors’ money...

The benefits of an ethical approach

Thursday 18 Apr 2019

Some investors believe that choosing an ethical fund means compromising your returns, but many have held up incredibly well during recent volatility compared to their non-ethical counterparts. Analysis by AJ Bell reveals a number of ethical and sustainable funds have beaten their sector averages...

Why and how to get exposure to Vietnam

Thursday 11 Apr 2019

Vietnam has witnessed volatile stock market swings of late, yet risk-tolerant investors seeking exposure to a rapidly growing economy should not rule out putting money to work in Vietnam. Gross domestic product ( GDP ) expanded by 7.1% in 2018, powered by positive demographics with a population of...

Three funds to buy for a monthly income

Thursday 04 Apr 2019

Wouldn’t it be nice to have an investment portfolio that paid you a regular stream of cash so you can get on with your life without worrying about paying the bills? This can be particularly desirable for people in retirement who need to find a way of substituting money they used to get from their...

Specialist fund TB Amati can help with growth companies

Thursday 21 Mar 2019

Many retail investors avoid small cap companies as there is a perception that the space is littered with too many inexperienced management teams, unproven business models and threadbare balance sheets. Then there’s the extra volatility and difficulties in even buying and selling these types of...

Is property primed for a comeback?

Thursday 14 Mar 2019

Property has been firmly out of favour with UK investors since the EU referendum in 2016. Panic about the effect of Brexit on the property market saw investors pull an eye-watering £1.8bn out of property funds in 2016, according to figures from the Investment Association. Meanwhile property...

Are bonds making a comeback?

Thursday 07 Mar 2019

Bonds have had to work hard for investors’ attention in recent years. At a time when equities have been strong (barring the final quarter of 2018) and paying healthy dividends to boot, bonds have seen their spreads squeezed and their attractions dwindle. UK investors pulled an eye-watering £2bn out...

How the next generation of fund managers are trained

Thursday 21 Feb 2019

Funds frequently become so synonymous with the managers that run them that if he or she departs or retires, an investor exodus follows. Yet the success of a fund is rarely down to a single person; often a deep bench of analysts and researchers contribute to the running of a successful portfolio...

How to judge funds without a track record

Thursday 07 Feb 2019

Investors are often told they should wait until a fund has a track record of at least three years before they trust their money to it. This is, it is said, long enough for the manager to prove that their strategy works and that the fund will perform as promised. But a fund needs money to invest in...

Fund managers take stock of the retail sector after festive trading updates

Thursday 31 Jan 2019

While the Christmas trading period was definitely challenging for the UK’s retailers, the festive period didn’t deliver the Armageddon scenario many commentators and analysts had expected. But as the dust settles on the frenzied festive selling season, what do some fund managers make of the sector’...

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