magazine archive
magazine archive
Funds
How Jupiter UK Special Situations keeps on delivering strong returns
Thursday 13 Apr 2023One of the outstanding long-run performers in the Investment Association’s UK All Companies sector is Jupiter UK Special Situations (B4KL9F8) , the £2.1 billion fund managed by Jupiter Asset Management. Adorned with a five-star Morningstar rating and a Gold Morningstar analyst rating, the fund is...
Tyndall Real Income’s tailored approach is delivering a top quartile return
Thursday 06 Apr 2023An under-the-radar constituent of the IA UK Equity Income sector that is delivering stellar returns despite difficult market conditions is VT Tyndall Real Income Fund (BYX0D61) . Small at £18.9 million of assets, it is big on ambition under the stewardship of manager Simon Murphy and competitive on...
Which funds and investment trusts are most exposed to banks and financial stocks?
Thursday 30 Mar 2023With banks still very much the focus of the market’s attention, should investors rethink not just their direct exposure to the sector through individual stocks but also their indirect exposure through funds and investment trusts with large weightings in the sector? Shares has examined some of the...
Tracker funds are at the top of retail investors’ ISA shopping list
Thursday 16 Mar 2023It’s shaping up to be the ISA season of the tracker fund, if retail investor activity in January and February is anything to go by. Eight of the 10 most popular funds bought by DIY investors so far this year have been trackers. That’s a complete reversal from last year when active funds ruled the...
Why 2022 has been a year for active managers to forget
Thursday 22 Dec 2022In a year when markets have fallen and long-standing trends have gone into reverse, you might have expected active fund managers to have a field day compared to passive funds which blindly track the index. But you’d be wrong. Just 27% of active equity managers beat a passive alternative in the...
Four funds and investment trusts to buy for income and capital growth in 2023
Thursday 15 Dec 2022Alena Kosava, head of investment research at AJ Bell, offers a selection of fund and investment trust ideas for different types of investors. One for cautious investors Personal Assets Investment Trust (PNL) Personal Assets is a solid choice for investors looking to protect and increase the value...
This fund offers solutions if high inflation is here to stay for longer
Thursday 01 Dec 2022Are we close to peak inflation? Possibly, but one investment fund believes the theme will be at the forefront of markets for longer than you might think. Lazard Thematic Inflation Opportunities Fund (BLNKWV8) invests in companies which display the type of characteristics you’d want when the cost of...
Corporate bonds are looking more attractive – here’s how they stack up
Thursday 10 Nov 2022Two developments have combined in 2022 to make corporate bonds a potentially more attractive option for investors. First the risk-free rate (the yield on government bonds) which all other bonds are priced against has gone up. At the same time, the difference between the risk-free rate and the yield...
How venture capital trusts provide big tax benefits while helping UK entrepreneurs
Thursday 27 Oct 2022The VCT (venture capital trust) offer season is in full flow and recent launches include Octopus Group’s £35 million fundraise for its Octopus Apollo VCT (OAP3) and Gresham House’s £76 million raise for its generalist product Mobeus Growth & Income VCT (MIX) . The Mobeus offer opened on 17...
Top performing US growth fund is ready to fight back after market sell-off
Thursday 13 Oct 2022Having launched in April 2017, Brown Advisory US Mid Cap Growth Fund (BYW8R75) was in the top 25% performers in the Investment Association North American sector for the first three years of its existence. Then came a big shift in the market and it tumbled along with most other growth funds. Despite...