magazine archive
magazine archive
Funds
Tough year for China funds but longer term many have soared
Thursday 25 Nov 2021The past year’s performance for China-focused funds and investment trusts in general has been disappointing, yet the longer-term track record is quite the opposite. The average return from China open-ended funds over the past 12 months is -3.6%, according to FE Fundinfo. That reflects a regulatory...
Best performing Japan funds and investment trusts
Thursday 18 Nov 2021Fidelity Japan Trust ( FJV ) has the best five-year performance of all Japan-focused investment trusts and funds. It generated a 150.9% total return, which encompasses share price gains and dividends. In comparison, the MSCI Japan index returned 46.7% over the same five-year period, being one of...
Best performing Asian funds and investment trusts
Thursday 11 Nov 2021In response to a reader request, Shares will publish performance tables each week for the main categories of funds and investment trusts, starting with a look at the Asian market. While readers should always appreciate that what’s done well in the past won’t necessarily keep winning in the future,...
10 years of Vanguard LifeStrategy: has it rewarded investors?
Thursday 15 Jul 2021The Vanguard LifeStrategy range of funds has just celebrated 10 years since launching in the UK, over which time it has proven to be a big hit with investors, amassing £29 billion of assets to date. Performance has been strong too, with the LifeStrategy funds beating most active funds in their...
Fundsmith fans who want more tech should look at Blue Whale Growth fund
Thursday 08 Jul 2021F undsmith Equity’s (B41YBW7) strategy of investing in high quality companies has been a big draw for investors, particularly as the fund’s performance has been strong since launch in 2010. While this fund may be serving investors well, some people want to know what else they can add to their...
Some of the best funds come in small packages
Thursday 03 Jun 2021Sometimes investors ignore funds which have accumulated a limited amount of funds from investors, often because they are seen as not having much of a future due to a lack of scale or just because they don’t have the marketing budgets of the big asset managers. However, ignoring these smaller funds...
Managers vs machines - are active funds worth the extra cost?
Thursday 03 Jun 2021One of the biggest investment trends of the past decade has been the rise of passive funds. These funds mechanically track an index, rather than trying to beat it by selecting certain stocks. Their simple objective, combined with low charges, has provided serious competition to active managers, and...
The Vanguard active fund giving Fundsmith a run for its money
Thursday 27 May 2021In the five years since its launch, Vanguard Global Equity (BZ82ZT6) has achieved nearly the same returns as popular funds Fundsmith Equity (B41YBW7) and Lindsell Train Global Equity (B644PG0) , and significantly outperformed two well-known global investment trusts, Alliance Trust ( ATST ) and...
The value funds vying for top dog status
Thursday 20 May 2021After more than a decade of domination for growth stocks, global markets are finally seeing a shift into value. This in turn has benefited funds pursuing a value investing style. Growth performed relatively well through the initial course of the pandemic with technology stocks leading the way, but...
Where the experts find income on the UK market
Thursday 13 May 2021Pharmaceuticals, insurance, tobacco and financials are good places to find income on the UK market, says Richard Marwood, co-manager of the £1.7 billion Royal London UK Equity Income Fund (B3M9JJ7) . He believes the prospects for dividends from UK stocks are improving, which should be good news for...