magazine archive

magazine archive


How to spot if your funds offer value for money

Thursday 20 Feb 2020

New ‘value for money’ data is emerging that could make selecting funds easier for investors. Since 30 September 2019, fund managers have been forced to start publishing ‘assessment of value’ (AoV) reports under a new UK regulatory crackdown. These documents are designed to illustrate each fund’s...

Can you get your money out of a fund when you need to?

Thursday 20 Feb 2020

Since the collapse of funds run by the one-time star fund manager Neil Woodford, the question most fund investors want the answer to right now is ‘how quickly can I get my money back should I choose to sell?’. The ease with which you can buy or sell an asset is defined as its liquidity. It matters...

Sortino ratio: a smart way to measure fund performance

Thursday 13 Feb 2020

A little known but potentially very useful way to measure the return on an investment received its moment in the spotlight in January 2020 after getting name checked by star fund manager Terry Smith. In his his annual letter to shareholders in Fundsmith Equity (B41YBW7) , Smith included something...

Funds with a consistent track record of superior performance

Thursday 06 Feb 2020

Do you fancy discovering the high-fliers in the open-ended funds space? We’ve analysed the data to find the funds which have consistently appeared at the top of the performance tables. Past performance is no guide to future returns, and lest we forget, we’ve been in a bull market for over a decade...

The pros and cons of tiny investment funds

Thursday 30 Jan 2020

Investors are often told to avoid funds with less than £100m of assets under management (AuM) on the premise that they are sub-scale and might have higher fees than many funds with similar investment mandates. However, performance statistics would suggest some of these tiddler funds might still be...

Finding a safer home for your Woodford cash

Thursday 30 Jan 2020

Fallen star fund manager Neil Woodford’s one-time flagship fund Woodford Equity Income is now returning its depleted capital to investors. The first payment of cash to investors is expected to be on or around 30 January, representing about 70% of the fund’s current value. If you feel royally let...

One-stop-shop funds are a great place to start investing

Thursday 23 Jan 2020

One-stop-shop funds are products designed to give investors everything they need under one roof, namely asset diversification. They can be especially attractive to investors new to handling their own long-term savings, as well as first-time investors or retirees put off by poor annuity rates. They...

The plan for the reborn Woodford Income Focus fund

Thursday 23 Jan 2020

Many people in the UK are eagerly waiting to discover what their investment in the Woodford Income Focus (BD9X6V3) fund will look like under the new management of Aberdeen Standard Investments (ASI). The fund has been suspended since October 2019 and dealing is expected to recommence in the coming...

The pros and cons of funds with concentrated portfolios

Thursday 16 Jan 2020

The pros and cons of portfolios with only a small number of holdings have come under the spotlight after ratings company Morningstar downgraded LF Lindsell Train UK Equity (B18B9X7) from Gold to Bronze. Among the reasons cited was the higher levels of stock-specific risk than most peers created by...

The UK funds and trusts which have soared after the general election

Thursday 09 Jan 2020

Sentiment towards UK stocks has dramatically improved since the December general election vote result, as evidenced by widespread gains among UK-focused funds and investment trusts. FE Fundinfo data mined by Shares shows the most obvious open-ended fund beneficiaries of the ‘Boris Bounce’ from...