magazine archive
magazine archive
Funds
How Fundsmith stacks up versus Nutshell and Blue Whale rivals
Thursday 18 Apr 2024If you had £10,000 to invest in a single fund, which would you choose – one of the most popular with retail investors for more than a decade, or a relative new kid on the block with a similar asset allocation approach? In a manner of speaking, it is what billionaire City grandee Michael Spencer...
Why this could be a great time to invest in US small caps
Thursday 11 Apr 2024US-listed large-caps shone last year with shares in mega-caps, and the ‘Magnificent Seven’ in particular, surging higher. However, this outperformance only widened the valuation gap between US large and small-caps and left shares in the latter cohort languishing at the low end of historical...
Experts believe we are still in the early stages of the AI ‘revolution’
Thursday 04 Apr 2024In retrospect, it seems clear the tipping point for AI (artificial intelligence) was the release in November 2022 of OpenAI’s free-to use ChatGPT system. Until that point, most AI products were being developed privately and weren’t widely available to the public, added to which most were fairly...
Latest ‘Spot The Dog’ report sees near-trebling of laggard funds
Thursday 07 Mar 2024Evelyn Partners has just released its biannual Spot The Dog survey of UK-listed actively managed investment funds available to retail investors which identifies not just the winners but the losers, with the aim of pushing fund groups into taking action. The report focuses on funds which warrant ‘...
Meet the only UK fund to deliver double-digit gains five years in a row: Argonaut Absolute Return
Thursday 15 Feb 2024Out of more than 3,500 regulated investment funds in the UK industry VT Argonaut Absolute Return (B7FT1K7) says to ‘the best of its knowledge’ it is the only one to have delivered double-digit returns for the last five years in a row. The fund’s performance over the past year is particularly eye-...
The bond funds to buy as the rate hiking cycle draws to a close
Thursday 08 Feb 2024There are hopes for an improved picture for bonds in 2024 as the rate hiking cycle turns. In this article we look at the case for bonds, consider whether the 60/40 portfolio could make a comeback and look at our best ideas to play the bond market through funds. ARE BONDS POISED FOR A RECOVERY? As...
Active managers struggle to keep pace with trackers again
Thursday 21 Dec 2023It’s been another poor year for active managers across the seven key equity sectors monitored by AJ Bell’s Manager versus Machine report. Overall, just 36% of active managers outperformed the average passive alternative in 2023. One year is too short a time frame over which to judge the...
Know Evenlode's income funds? Find out about its global equity product
Thursday 02 Nov 2023It may not be as well-known as the other two funds from the Evenlode Investment stable – Evenlode Income (BD0B7D5) and Evenlode Global Income (BF1QNC4) – but Evenlode Global Equity (BMFX289) has churned out some strong performance by focusing on stocks where growth is a ‘marathon not a sprint’...
The fund that picks good companies which also do good for the planet
Thursday 26 Oct 2023Discerning investors who are looking for well-managed, well-capitalised companies with a sustainable edge have been finding their way to the Stewart Investors Worldwide Sustainability Fund (B7W3061) steadily over the past decade. A £10,000 investment in the fund 10 years ago would be worth £22,372...
Popular Royal London fund closed to new money – what now?
Thursday 19 Oct 2023Occasionally, funds can become victims of their own success, becoming so popular and attracting such inflows that they become harder to manage and their size begins to impact on the investment process and performance. One way asset management companies seek to dampen down investor demand in such...