magazine archive


magazine archive

Funds

Funds with stamina: the most consistent names over the past decade

Thursday 31 Aug 2023

It has not been an easy decade to be a fund manager. Brexit, a global pandemic, the largest war in Europe for a generation and an inflation crisis have punctuated a 10-year period which has seen significant market volatility. However, steering investors’ money through difficult waters is how a good...

Decent dividend yield and cheap shares: this fund has it all

Thursday 22 Jun 2023

At 5.75%, the yield on JOHCM UK Equity Income (B8FCHK5) is the second highest it has ever been, according to fund manager Clive Beagles. You have to go back to the global financial crisis in 2008, when stock markets collapsed, to find a higher yield on the fund. ‘I find that staggering because the...

How different funds approach the emerging markets opportunity

Thursday 01 Jun 2023

The long-term case for emerging markets is easy to grasp – less mature economies with more youthful demographics have scope for greater economic growth as they develop. There are also short-term tailwinds thanks to the dollar weakening (a key factor as many countries in the developing world have...

How fund manager James Bullock is key to Lindsell Train’s future

Thursday 01 Jun 2023

Nick Train, who co-founded asset manager Lindsell Train with Michael Lindsell, is one of the UK’s most-followed fund managers. His insights in commentaries for the Finsbury Growth & Income (FGT) and Lindsell Train (LTI) investment trusts are pored over by fellow stock pickers and media alike...

Troy fund manager: the secret to finding the best dividends

Thursday 27 Apr 2023

Today’s era of higher interest rates means shares face competition for investors’ hard-earned savings money from the interest on cash and the coupons paid out by bonds. However, the purchasing power of cash is being eroded by inflation, while the coupons investors clip from bonds can only ever be...

Baillie Gifford Positive Change: Can impact investing pay off for investors over time?

Thursday 20 Apr 2023

As the economic backdrop has deteriorated so investor appetite for investments with a focus on ESG (environmental, social, governance) factors has dipped. Shares recently chatted to Baillie Gifford Positive Change Fund’s (BYVGKV5) Rosie Rankin, about the case for investing to achieve a positive...

Fifteen people to decide what goes in a fund portfolio: too many or clever idea?

Thursday 20 Apr 2023

The boom and bust of Neil Woodford’s fund management career showed that star fund managers are not invincible and that a better solution might be to have two or three managers making investment decisions as a team rather than rely on one person. But what if that team consisted of 15 people? That is...

How Jupiter UK Special Situations keeps on delivering strong returns

Thursday 13 Apr 2023

One 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 2023

An 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 2023

With 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...

Pages