magazine archive
magazine archive
Funds
Watch out for funds with inappropriate benchmarks
Thursday 05 Dec 2019Many fund managers insist that investors should judge their performance on a relative basis, rather than absolute. The argument is that fund managers are being paid to outperform an index rather than explicitly deliver positive returns every single year. To abide by this rule one has to be sure...
Target date funds: the $1.7tn US industry that's slipped under the radar in the UK
Thursday 28 Nov 2019It could be a pub quiz question – name the multi-trillion dollar industry that’s practically non-existent in the UK. While some may guess a niche area of engineering or technology, it’s doubtful many – if any – would say target date investment funds. With around $1.7tn in the US, the largest market...
Know your fund: Invesco Income and High Income
Thursday 21 Nov 2019Invesco fund manager Mark Barnett has come under increasing pressure following the downgrade of his income funds, Invesco Income (BJ04HW5) and Invesco High Income (BJ04HP8) , by fund researcher Morningstar. The latter has highlighted concerns about the funds’ increased exposure to small and mid-cap...
Recovery funds: get it right and the rewards can be huge
Thursday 14 Nov 2019What do recovery funds do, what is their appeal and what do they invest in? In simple terms a recovery stock is a share which has fallen in price but is seen as having the potential of climbing back or even exceeding its previous level. This recovery would usually be achieved through a change of...
Discover where fund firms are looking for growth
Thursday 31 Oct 2019It is always good to have an insight into market sentiment as, in the short-term, it can impact how different assests and sectors perform. Sometimes it can be useful to take a cue from investment fund companies, who often launch new funds when they think a particular area of investing will do well...
Concentrated funds: more risk, more reward?
Thursday 24 Oct 2019We often hear that the number one rule of investing is diversify, diversify, diversify. And on the face of it, so-called ‘concentrated funds’ – investment funds that typically hold no more than 50 stocks – would seem to fly in the face of this strategy. Indeed modern portfolio theory, one of the...
Earn a monthly income from investment funds
Thursday 17 Oct 2019The idea of funds which can help you pay your monthly bills is an attractive one and the good news is there are a large number of UK funds which pay dividends every month. In some cases this will mean sacrificing some of the potential for capital gains, as their main aim is protect your money and...
Why India could deliver better returns after big tax changes
Thursday 10 Oct 2019Within 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 2019If 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 2019When 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...