magazine archive
magazine archive
Funds
New evidence in passive vs active investment debate
Thursday 09 Nov 2017There is new evidence that firmly supports actively managed funds in the passive versus active debate. Investment bank UBS has analysed the performance of more than 27,000 mutual funds in Europe over the past 20 years. It found active managers have collectively outperformed their benchmark after...
What happens if a fund is too big or too small?
Thursday 02 Nov 2017Funds are often subject to capacity constraints, meaning investors can sometimes be deterred or blocked from investing any more money once the funds have amassed a certain amount of assets. While it may appear odd to close a fund that is successfully attracting investment, there are very good...
Favourite funds to get upside Stateside
Thursday 26 Oct 2017When it comes to equity markets, the US is by far the largest. Despite talk of stretched valuations and the market becoming ‘overheated’ there are some excellent companies in the US, many of which are leaders in their respective fields. The surprise election of President Donald Trump at the end of...
Using funds to pay your monthly bills
Thursday 12 Oct 2017Unless you’re retired, most of us are used to getting a monthly pay packet with cash paid into our current account which is then used to pay all our regular bills. Once you’re in retirement, the loss of this income stream can be frustrating to some. One solution is to put some of your savings in...
Should fund managers always meet investee companies?
Thursday 12 Oct 2017For ‘bottom-up’ stock pickers, face-to-face meetings with company management can be the key to obtaining a competitive investment edge. Other professional fund managers, however, prefer to pore over annual reports and undertake forensic analysis of the profit and loss account and balance sheet. By...
Why multi-asset funds could be the answer to confused investors
Thursday 28 Sep 2017Making investment decisions is fraught with difficulties as there are many factors that can impact potential returns. Sometimes investors just want to put their money into an investment fund and let the fund manager do the hard work. Yet even picking the right fund can be a headache. It is easy to...
How to invest in wood
Thursday 14 Sep 2017Investing in timber could disprove the old adage that money doesn’t grow on trees. Gaining exposure to the timber industry doesn’t mean buying a patch of forest in a distant location. A far more accessible way to tap into this trade is by investing in the shares of companies which produce pulp or...
Three global funds to strengthen your ISA or SIPP
Thursday 07 Sep 2017Having a broad range of assets can be very important, particularly if you are still trying to create the building blocks of your investment portfolio. Making sure they are spread across a range of geographies is equally important. After all, it is rare that economies are performing well in every...
Lifting the lid on the UK’s most popular funds
Thursday 31 Aug 2017Unless you are an expert, it can be very hard to know which actively-managed funds from a group of 1,000+ are best suited to your needs. Inevitably many investors will simply pick the ones other people are buying, assuming these are popular for good reason. As such, a good chunk of investors across...
What an income fund shake-up means for you
Thursday 24 Aug 2017Investors searching for income may need to take a closer look at their Equity Income funds, based on research by Sanlam UK. The wealth management firm has published its bi-annual Income Study and warns that changes to the sector could leave some investors disappointed. Earlier this year the...