magazine archive
magazine archive
Funds
This fund has a smart way to find good value stocks globally
Thursday 05 Oct 2023A screening tool used by asset manager Artemis suggests investors need to look at unloved parts of the market, not chase 2023’s winning trades. This year, investing in AI-related names including $1 trillion chip designer Nvidia (NVDA:NASDAQ) was a way to get rich, yet Artemis’ SmartGARP tool...
How do global tracker funds like Fidelity Index World and iShares MSCI World differ?
Thursday 07 Sep 2023Global equity tracker funds are popular among investors as they provide an easy and low-cost way to get exposure to stocks around the world. Choosing which tracker funds to put in your portfolio is not as straightforward as there are multiple products offering a similar approach. Read on to find...
Think there’s no value to be found in the US? Think again
Thursday 31 Aug 2023It is the biggest, most liquid stock market in the world, offers huge diversification, access to top innovation, and all under the watchful eye of strict governance rules to protect investors. That there should be a place in every UK investor’s portfolio for US equities is to bang a well-worn drum...
Funds with stamina: the most consistent names over the past decade
Thursday 31 Aug 2023It has not been an easy decade to be a fund manager. Brexit, a global pandemic, the largest war in Europe for a generation and an inflation crisis have punctuated a 10-year period which has seen significant market volatility. However, steering investors’ money through difficult waters is how a good...
Decent dividend yield and cheap shares: this fund has it all
Thursday 22 Jun 2023At 5.75%, the yield on JOHCM UK Equity Income (B8FCHK5) is the second highest it has ever been, according to fund manager Clive Beagles. You have to go back to the global financial crisis in 2008, when stock markets collapsed, to find a higher yield on the fund. ‘I find that staggering because the...
How different funds approach the emerging markets opportunity
Thursday 01 Jun 2023The long-term case for emerging markets is easy to grasp – less mature economies with more youthful demographics have scope for greater economic growth as they develop. There are also short-term tailwinds thanks to the dollar weakening (a key factor as many countries in the developing world have...
How fund manager James Bullock is key to Lindsell Train’s future
Thursday 01 Jun 2023Nick Train, who co-founded asset manager Lindsell Train with Michael Lindsell, is one of the UK’s most-followed fund managers. His insights in commentaries for the Finsbury Growth & Income (FGT) and Lindsell Train (LTI) investment trusts are pored over by fellow stock pickers and media alike...
Troy fund manager: the secret to finding the best dividends
Thursday 27 Apr 2023Today’s era of higher interest rates means shares face competition for investors’ hard-earned savings money from the interest on cash and the coupons paid out by bonds. However, the purchasing power of cash is being eroded by inflation, while the coupons investors clip from bonds can only ever be...
Baillie Gifford Positive Change: Can impact investing pay off for investors over time?
Thursday 20 Apr 2023As the economic backdrop has deteriorated so investor appetite for investments with a focus on ESG (environmental, social, governance) factors has dipped. Shares recently chatted to Baillie Gifford Positive Change Fund’s (BYVGKV5) Rosie Rankin, about the case for investing to achieve a positive...
Fifteen people to decide what goes in a fund portfolio: too many or clever idea?
Thursday 20 Apr 2023The boom and bust of Neil Woodford’s fund management career showed that star fund managers are not invincible and that a better solution might be to have two or three managers making investment decisions as a team rather than rely on one person. But what if that team consisted of 15 people? That is...