magazine archive
magazine archive
Funds
Four investment funds to buy for 2019
Thursday 20 Dec 2018We recognise that many investors prefer to buy funds rather than individual company shares and often miss out when various investment experts give their top picks for the year ahead as these tend to solely focus on equities. As such, we’ve asked Ryan Hughes, head of active portfolios at AJ Bell, to...
What fund managers learned in 2018
Thursday 13 Dec 2018This year has been one full of surprises for investors. From a trade war between the US and China to a stock market sell-off in October, many people will have been caught off guard by some of the curve balls which have been thrown up in recent months. With so much uncertainty in the air, we asked...
Does your fund manager need a PhD?
Thursday 06 Dec 2018It almost goes without saying that if you entrust your money to a fund manager, it’s because you believe that he or she knows what they are doing. We let fund managers invest on our behalf because we believe that they can do better job than we would be able to do ourselves. And that’s particularly...
Octopus extends its tentacles to equity income
Thursday 29 Nov 2018A new UK income fund has thrown its hat into the ring as investors search for reliable and regular dividend-paying investments. Octopus Investments will launch FP Octopus UK Multi Cap Income Fund on 10 December, targeting a 4% annual yield with dividends to be paid quarterly for the convenience of...
Blue Whale goes straight to the top end of the fund chart
Thursday 15 Nov 2018The team behind LF Blue Whale Growth Fund (BD6PG78) have set the bar very high with their debut performance. The product launched in September 2017 and went to the top end of the funds chart. In its first year, the fund outperformed the MSCI World index by 13.1% and the FTSE 100 index by 22.3%,...
Find out how ETFs are getting active
Thursday 15 Nov 2018The global exchange-traded fund (ETF) industry is estimated to soar in value from $5tn to $30tn by 2030 according to JP Morgan as more people seek out low-cost investments. ETFs are used by investors to match the performance of an index of assets, usually for a cheaper price than actively managed...
Small cap fans: get ready for the return of champion investor Paul Marriage
Thursday 08 Nov 2018A well-known fund manager who in his previous job generated nearly four times as much money for investors than the broader market is back with a new fund. Paul Marriage made his name at Cazenove and Schroders, particularly with Schroder UK Dynamic Small Companies Fund (0721936) which returned 435%...
We show you the most expensive ETFs on the market
Thursday 08 Nov 2018Exchange-traded funds (ETFs) have fast gained popularity for their reputation as a low-cost investment option. Cost-conscious investors have been attracted to these tracker funds because of their ability to track global stock markets for an annual fee as low as 0.04%. Investors should be sure to...
How to buy £1 of assets for 50p
Thursday 25 Oct 2018Deep value investing involves buying bargain basement shares in the hope they will eventually move back to their intrinsic value. It is a strategy that has forged the reputations of some of the world’s greatest investors. Value investing can be highly volatile and takes a lot of patience; hence...
What are your options when a fund closes or merges with another?
Thursday 25 Oct 2018Investors are frequently told they should a) always look to the long-term; and b) they should not put their money into the stock market unless they are willing to leave it there for at least five or 10 years. But what happens when a fund you had backed as a long-term winner suddenly closes? Number-...