magazine archive
magazine archive
Funds
How to pick the right global equity fund for your portfolio
Thursday 02 Aug 2018Global equity funds are very popular with investors, according to the latest monthly figures from the Investment Association. They showed the IA Global sector was the second bestselling sector in May, attracting net retail sales of £347m. The best performing fund in the sector has returned 92% over...
Achieving true dividend diversification with funds
Thursday 26 Jul 2018Several investment experts have recently resurrected the debate about how many UK income funds are reliant on just a small selection of stocks to deliver their dividends. Among them is Robin Geffen, the founder and chief executive of Neptune Investment Management and manager of Neptune Income (...
Can a fund manager perform to the best of their abilities if they have to run multiple funds?
Thursday 19 Jul 2018Anyone paying for the services of a fund manager should expect to have access to sensible decision making and hopefully wealth creation. Investors are placing their trust in two key areas: the asset management business overseeing the investment fund and the fund manager themselves to make the...
How diversified do funds really need to be?
Thursday 12 Jul 2018Investors backing a UK All Companies fund might think they are getting exposure to a spread of businesses across lots of different sectors, but they may need to check closely to make sure. There are more than 250 funds in the UK All Companies sector, all tasked with finding UK-listed companies...
High active share: What is it and can it help you pick the best funds?
Thursday 05 Jul 2018Fund selectors have a number of tools at their disposal to help them pick the best funds from a vast universe, one of which is the concept of active share. Active share is a meaasure of how different a fund’s holdings are from its benchmark – being the index against which it measures its...
JO Hambro fund celebrates a decade of dynamism
Thursday 21 Jun 2018‘I am higher conviction than I’ve ever been on how we add value, why we do what we do, how it works and why it works,’ says Alex Savvides, senior fund manager of his brainchild product, the JOHCM UK Dynamic Fund (GB00B4T7HR59) . This collective seeks to profit by backing positive corporate change...
There are more attractions to Russia this year than the World Cup
Thursday 31 May 2018All eyes will be on Russia next month as the football World Cup kicks off so it is a good time to consider the merits and methods of investing in the country. To tackle the elephant in the room straight off, Russia has recently been the subject of economic sanctions from the US which, according to...
Will absolute return funds become fashionable again?
Thursday 24 May 2018The return of market volatility and the end of loose monetary policy in parts of the world has led several market commentators to suggest that absolute return funds could become more interesting if markets start to pull back. Absolute return funds are designed to provide a positive return over...
The micro cap fund streets ahead of its peers
Thursday 17 May 2018A nyone seeking exposure to very small companies on the UK stock market via the funds route should look at LF Livingbridge UK Micro Cap Fund (GB00B55S9X98) which has a great record of outperformance. Managed by Ken Wotton, it has generated annualised trailing returns of 17.35% and 20.85% on a three...
Sustainable investing is hitting the mainstream
Thursday 03 May 2018The sustainability debate has long since leapt out of the activist tree-hugging camp and onto the political agenda. Investors now face choices that go far beyond the simplistic ‘don’t buy guns and cigarette firms’. Sustainability is now in the mainstream. This investing philosophy has attracted...