magazine archive


magazine archive

Funds

Investing in future trends while avoiding the crowd

Thursday 21 Jan 2021

The events of 2020 have given us a clue as to where the world is headed, such as more time spent working from home and wider use of technology to do business. It was easy to spot those trends, and shares in relevant companies have already been bid up to high levels as the market prices in likely...

Discover the funds offering a 30% instant boost and tax-free dividends

Thursday 14 Jan 2021

The new venture capital trust ( VCT ) offer season is now in full swing where investors can apply for new shares and enjoy immediate tax benefits. Recent offers from Amati AIM VCT and Octopus AIM VCT have already closed, having hit their subscription target. Others are filling up quickly. Each year...

Fund and investment trust picks for 2021

Wednesday 23 Dec 2020

Recognising that investors are often keen to deploy their hard earned savings in the market but don’t know where to invest, AJ Bell fund expert Ryan Hughes has pulled together a list of eight funds that he thinks will do well in 2021. He’s separated them into four categories, thereby appealing to...

Smaller company funds are staging a comeback

Thursday 10 Dec 2020

In recent years small caps globally have suffered from investor risk aversion and concerns over everything from Covid-19 perceptions to trade war and Brexit-related worries. Until the recent rotation into value, investors had continued to show a preference for larger companies, driving down the...

Three funds to play a rally in US value stocks

Thursday 03 Dec 2020

The US stock markets may be associated with big tech names that are an integral part of our lives but in 2021 it could be the historically unloved and beaten down shares that become the stars of the show. According to Bank of America, the first three weeks of November saw the second highest inflow...

Best performing open-ended funds in 2020

Thursday 03 Dec 2020

This year may be one that people wish to forget and instead look to next year when some sense of normality might return. However, it wasn’t all bad news with a few global stock markets and investment themes notching up stellar returns. Heightened volatility has meant that the divergence between the...

Know your fund: Unusual lockdown winners boost Rathone Global

Thursday 12 Nov 2020

Dating and the humanisation of pets are among the more unusual lockdown-winning themes which have helped the popular Rathbone Global Opportunities (B7FQLN1) shake off volatile markets and significantly outperform its benchmark this year. Run by Rathbone’s global equity manager James Thomson, the...

AJ Bell targets best of ESG investing world with new fund

Thursday 12 Nov 2020

Increasingly people want to put their money into companies that are doing the right thing – whether that’s helping the environment, treating staff fairly or conducting business in a transparent manner. A lot of money is flowing into this space which presents both opportunities and challenges for an...

Know your fund: Fidelity Global Special Situations isn’t giving up on value

Thursday 05 Nov 2020

‘Special situations’ is a term that typically describes beaten-down stocks, companies beset by problems but boasting compelling turnaround potential, although this style of investing actually encompasses so much more than recovery bets. One portfolio badged as such is the popular Fidelity Global...

Where to shift your money as suspended property funds reopen

Thursday 15 Oct 2020

Various open-ended property funds suspended in March are now beginning to reopen but it could be a stop-start process and it looks like investors will face restrictions on their ability to trade in and out of the funds as new regulations are introduced by the Financial Conduct Authority (FCA)...

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