magazine archive
magazine archive
Funds
How to grab a slice of growing Asian income
Thursday 18 Oct 2018Income-seeking investors may want to investigate Asia, where improving corporate governance and fast-growing earnings are helping to drive dividend growth despite the prevailing negative sentiment towards emerging markets. Dividends from companies across the Asia Pacific region leapt 15.9% to a...
Back proven stock-picker Richard Penny to maintain his stellar record
Thursday 18 Oct 2018Launched last month by CRUX Asset Management, the FP CRUX UK Special Situations Fund (BG5Q5X2) is managed by seasoned investor Richard Penny. In a coup for the firm, this summer Penny joined CRUX from Legal & General Investment Management (LGIM). At LGIM, he’d built a reputation for stock...
Does taking greater risk equal greater reward with investing?
Thursday 11 Oct 2018The greater the risk, the greater the potential reward is a common adage in investment. After all, if you could generate the best returns by investing in UK government bonds (also known as gilts), why would you ever think of putting any money into racier assets? But measuring risk is difficult, and...
Alternatives to Fundsmith’s new global smaller companies trust
Thursday 04 Oct 2018The high-profile launch of a new investment trust from star manager Terry Smith has turned investors’ attention to global smaller companies. Smith’s new trust, Smithson , will focus on companies across the globe that are too small for his flagship Fundsmith Equity (B41YBW7) fund to invest in. He...
Vanguard and Invesco among big winners at the AJ Bell FIT awards
Thursday 27 Sep 2018More than 7,300 private investors and financial advisers have voted on which funds and investment trusts should be awarded best-in-class across 15 product categories in this year’s AJ Bell Funds & Investment Trust (FIT) Awards. The winners included multiple gongs for asset managers Vanguard and...
Could financial funds benefit as interest rates rise?
Thursday 13 Sep 2018After months of speculation, the Bank of England finally raised interest rates on 2 August. With rates so low for so long, banks have seen their margins squeezed but, with interest rates now rising, will profitability improve and if so, could specialist financials funds be worth considering? UK...
ETFs to help new investors
Thursday 06 Sep 2018With more than 2,500 open-ended funds available to UK investors, building an investment portfolio from scratch can often seem incredibly daunting. For newbie investors, many experts suggest using tracker funds as the starting point for your portfolio. Adam Laird, head of ETF strategy at Lyxor, says...
Why do so many investors love Fundsmith?
Thursday 23 Aug 2018Every now and then a fund comes along that captures investors’ imaginations and Fundsmith’s flagship product is arguably one of the few funds to have sprung out of nowhere to become one of the most popular holdings among UK investors in a short period of time. Terry Smith launched his Fundsmith...
The lowdown on thematic ETFs
Thursday 16 Aug 2018Investors may think of tracker funds as simply a cheap way to track the stock market but they offer many other opportunities too. Exchange-traded funds, or ETFs, can also tap into specific themes. It can be a useful way to gain exposure to trends such as renewable energy or robotics. While there...
Achieving diversified exposure to Asia
Thursday 09 Aug 2018Notwithstanding the growing tensions over trade sparked by a more belligerent White House, the economic grouping which includes India, China and Southeast Asia is expected to achieve growth of 6.5% in 2018 according to the International Monetary Fund. This compares with the global average at 3.9%...