magazine archive


magazine archive

Funds

Why do so many investors love Fundsmith?

Thursday 23 Aug 2018

Every now and then a fund comes along that captures investors’ imaginations and Fundsmith’s flagship product is arguably one of the few funds to have sprung out of nowhere to become one of the most popular holdings among UK investors in a short period of time. Terry Smith launched his Fundsmith...

The lowdown on thematic ETFs

Thursday 16 Aug 2018

Investors may think of tracker funds as simply a cheap way to track the stock market but they offer many other opportunities too. Exchange-traded funds, or ETFs, can also tap into specific themes. It can be a useful way to gain exposure to trends such as renewable energy or robotics. While there...

Achieving diversified exposure to Asia

Thursday 09 Aug 2018

Notwithstanding the growing tensions over trade sparked by a more belligerent White House, the economic grouping which includes India, China and Southeast Asia is expected to achieve growth of 6.5% in 2018 according to the International Monetary Fund. This compares with the global average at 3.9%...

How to pick the right global equity fund for your portfolio

Thursday 02 Aug 2018

Global 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 2018

Several 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 2018

Anyone 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 2018

Investors 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 2018

Fund 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 2018

All 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...

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