magazine archive
magazine archive
Funds
How do some income funds achieve very high yields?
Thursday 26 Apr 2018Low interest rates have fired appetite for income from equities and a big proportion of this demand has been satisfied by funds. So how is it that some funds can yield 7% or 8% when the Investment Association Equity Income sector average yield is 4%? The answer is derivative trading, selling...
Get ready for an important development with Chinese shares
Thursday 19 Apr 2018With the war of words over tariff wars intensifying between the US and China, you may question the wisdom of investing in China at present. However, from June index provider MSCI will begin to include 222 large cap China A-shares into its emerging market index as part of a two stage process,...
How to analyse an ETF
Thursday 12 Apr 2018One of the great success stories in investment products has been the exchange-traded fund (ETF). Making its debut in 1993 in the US, today the ETF industry is worth trillions of dollars and new products are constantly being brought to market. But what should an investor look at when choosing from...
How does an investment fund survive when a star manager departs?
Thursday 05 Apr 2018Loyalty means many people follow their favourite fund manager when they move to a different employer, but investors may not realise the damaging effect this can have on the fund they leave behind. Funds sometimes become so synonymous with the managers who run them that if he or she departs it can...
Why can’t you see all the holdings in most funds and investment trusts?
Thursday 29 Mar 2018Each year UK investors pour billions of pounds into funds, yet few people actually know where their money is going. The investment industry is notoriously coy about sharing information about where its funds invest their money. We believe Woodford Investment Management is the only major investment...
Three funds to play a stronger Japanese market
Thursday 15 Mar 2018Finding decent returns in developed markets can be tricky, especially for the risk-averse investor unwilling to enter into the volatile realm of emerging markets. However, we think Japan looks interesting after a long period left in the cold due in part to unwieldy corporate structures of its...
Quality seeker Evenlode goes global with its second fund
Thursday 08 Mar 2018Cotswolds-based Evenlode Investment is an interesting name in the asset management world and one that investors are increasingly eager to follow. Evenlode isn’t a household name, yet its flagship fund TB Evenlode Income (GB00BD0B7914) has proved to be very popular, growing to nearly £2bn in size...
Welcome to the ‘fundraising’ fund which invests when companies need cash
Thursday 01 Mar 2018Have you ever been frustrated at not being able to participate in discounted share placings or IPOs (initial public offerings)? If so, we’ve spotted a potential solution in the form of a UK equity fund which only makes investments in these circumstances. The fund in question is MFM UK Primary...
Is it realistic to expect up to 15% annual return from a debt-focused fund?
Thursday 22 Feb 2018Fancy a juicy return of between 12% and 15% per year? Investment trust Chenavari Toro Income ( TORO ) is hoping to entice investors with such returns, although it hasn’t been able to achieve that goal yet. In this article, we explore what the investment trust does and unravel its complex structure...
These two funds place a big emphasis on avoiding losers
Thursday 15 Feb 2018‘Most investors’ results will be determined more by how many losers they have, and how bad they are, than by the greatness of their winners.’ Readers would do well to heed the wise words of the legendary Howard Marks, co-chairman of US-based Oaktree Capital Management. Indeed, the recent global...