magazine archive

magazine archive


What do property fund suspensions mean for investors?

Thursday 26 Mar 2020

The market turmoil around coronavirus has hit property funds, but what does that mean for investors? Over the past week a number of property funds have suspended, which means that investors can’t buy or sell the funds. Below we look to answer your pressing questions on the situation. WHY HAVE FUNDS...

How Pictet’s ESG fund searches for experts saving the environment

Thursday 19 Mar 2020

There are a large number of investment funds ready to cater for investors’ growing appetite for all things ESG. To get noticed funds have to distinguish themselves from the crowd by having something very clever about how they pick assets and manage portfolios. Among the larger funds in the market...

How to spot if your funds offer value for money

Thursday 20 Feb 2020

New ‘value for money’ data is emerging that could make selecting funds easier for investors. Since 30 September 2019, fund managers have been forced to start publishing ‘assessment of value’ (AoV) reports under a new UK regulatory crackdown. These documents are designed to illustrate each fund’s...

Can you get your money out of a fund when you need to?

Thursday 20 Feb 2020

Since the collapse of funds run by the one-time star fund manager Neil Woodford, the question most fund investors want the answer to right now is ‘how quickly can I get my money back should I choose to sell?’. The ease with which you can buy or sell an asset is defined as its liquidity. It matters...

Sortino ratio: a smart way to measure fund performance

Thursday 13 Feb 2020

A little known but potentially very useful way to measure the return on an investment received its moment in the spotlight in January 2020 after getting name checked by star fund manager Terry Smith. In his his annual letter to shareholders in Fundsmith Equity (B41YBW7) , Smith included something...

Funds with a consistent track record of superior performance

Thursday 06 Feb 2020

Do you fancy discovering the high-fliers in the open-ended funds space? We’ve analysed the data to find the funds which have consistently appeared at the top of the performance tables. Past performance is no guide to future returns, and lest we forget, we’ve been in a bull market for over a decade...

The pros and cons of tiny investment funds

Thursday 30 Jan 2020

Investors are often told to avoid funds with less than £100m of assets under management (AuM) on the premise that they are sub-scale and might have higher fees than many funds with similar investment mandates. However, performance statistics would suggest some of these tiddler funds might still be...

Finding a safer home for your Woodford cash

Thursday 30 Jan 2020

Fallen star fund manager Neil Woodford’s one-time flagship fund Woodford Equity Income is now returning its depleted capital to investors. The first payment of cash to investors is expected to be on or around 30 January, representing about 70% of the fund’s current value. If you feel royally let...

One-stop-shop funds are a great place to start investing

Thursday 23 Jan 2020

One-stop-shop funds are products designed to give investors everything they need under one roof, namely asset diversification. They can be especially attractive to investors new to handling their own long-term savings, as well as first-time investors or retirees put off by poor annuity rates. They...

The plan for the reborn Woodford Income Focus fund

Thursday 23 Jan 2020

Many people in the UK are eagerly waiting to discover what their investment in the Woodford Income Focus (BD9X6V3) fund will look like under the new management of Aberdeen Standard Investments (ASI). The fund has been suspended since October 2019 and dealing is expected to recommence in the coming...