magazine archive


magazine archive

Funds

Why India could deliver better returns after big tax changes

Thursday 10 Oct 2019

Within the global investment universe, the Indian growth story is among the most exciting. An Asian powerhouse home to over 1.3bn people, a population size second only to China, India boasts highly favourable demographics with an average age of 29, implying an enormous potential market for growth...

Mark Slater: the fund manager who keeps on delivering

Thursday 03 Oct 2019

If you chart Mark Slater’s run as a fund manager back to the start of 2000, you will see a significant outperformance versus his peer group over the subsequent years. According to financial data group FE, collectively across his funds Slater has delivered more than twice the amount of returns to...

Know your fund: what’s inside Lindsell Train Global Equity?

Thursday 26 Sep 2019

When you think of good, dependable investments to buy and forget, a fund from Lindsell Train may spring to mind. Its most popular one, Lindsell Train Global Equity (B3NS4D2) , has generated a return of 347.9% since launch in March 2011, compared to a return of 165.7% from its MSCI World index...

The 10 highest rated UK fund managers

Thursday 19 Sep 2019

Choosing which funds to put in your portfolio is never easy. That’s why companies who help you invest your money come up with best buy or favourite funds lists. And to help both you and those companies, others come up with systems for rating funds, based on how well they perform against others that...

Understanding two well-known fund rating systems

Thursday 12 Sep 2019

Picking the best funds for your portfolio can be complicated given the vast amounts of data and opinion in the market. Private investors often find it difficult to discern which funds are most suitable for portfolio inclusion, or which stock pickers are the real deal. There are best buy lists out...

Throgmorton manager explains process for emerging companies fund

Thursday 05 Sep 2019

Investors will be familiar with the phrase ‘past performance cannot be relied upon as a guide to future performance’. These words, or something very similar, have become the investment industry’s ubiquitous risk warning. They are designed to make clear to investors that no matter how good an...

Know your fund: what’s inside Scottish Mortgage?

Thursday 22 Aug 2019

It has nothing to do with home loans and invests across the globe, Scottish Mortgage Investment Trust ( SMT ) is not one of those ‘does what it says on the tin’ funds. Yet the FTSE 100 trust is widely thought of as manager Baillie Gifford’s flagship and it has grown to become one of the most...

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...

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