magazine archive


magazine archive

Funds

Tracker funds are at the top of retail investors’ ISA shopping list

Thursday 16 Mar 2023

It’s shaping up to be the ISA season of the tracker fund, if retail investor activity in January and February is anything to go by. Eight of the 10 most popular funds bought by DIY investors so far this year have been trackers. That’s a complete reversal from last year when active funds ruled the...

Why 2022 has been a year for active managers to forget

Thursday 22 Dec 2022

In a year when markets have fallen and long-standing trends have gone into reverse, you might have expected active fund managers to have a field day compared to passive funds which blindly track the index. But you’d be wrong. Just 27% of active equity managers beat a passive alternative in the...

Four funds and investment trusts to buy for income and capital growth in 2023

Thursday 15 Dec 2022

Alena Kosava, head of investment research at AJ Bell, offers a selection of fund and investment trust ideas for different types of investors. One for cautious investors Personal Assets Investment Trust (PNL) Personal Assets is a solid choice for investors looking to protect and increase the value...

This fund offers solutions if high inflation is here to stay for longer

Thursday 01 Dec 2022

Are we close to peak inflation? Possibly, but one investment fund believes the theme will be at the forefront of markets for longer than you might think. Lazard Thematic Inflation Opportunities Fund (BLNKWV8) invests in companies which display the type of characteristics you’d want when the cost of...

Corporate bonds are looking more attractive – here’s how they stack up

Thursday 10 Nov 2022

Two developments have combined in 2022 to make corporate bonds a potentially more attractive option for investors. First the risk-free rate (the yield on government bonds) which all other bonds are priced against has gone up. At the same time, the difference between the risk-free rate and the yield...

How venture capital trusts provide big tax benefits while helping UK entrepreneurs

Thursday 27 Oct 2022

The VCT (venture capital trust) offer season is in full flow and recent launches include Octopus Group’s £35 million fundraise for its Octopus Apollo VCT (OAP3) and Gresham House’s £76 million raise for its generalist product Mobeus Growth & Income VCT (MIX) . The Mobeus offer opened on 17...

Top performing US growth fund is ready to fight back after market sell-off

Thursday 13 Oct 2022

Having launched in April 2017, Brown Advisory US Mid Cap Growth Fund (BYW8R75) was in the top 25% performers in the Investment Association North American sector for the first three years of its existence. Then came a big shift in the market and it tumbled along with most other growth funds. Despite...

How to ensure your dividends from property funds are reinvested

Thursday 22 Sep 2022

For investors who want to compound the high yields available on some property funds and trusts by reinvesting their dividends, there are a few differences between the two asset classes which they need to consider before starting out. Open-ended property funds usually give shareholders the option to...

What should I do when my fund manager departs?

Thursday 22 Sep 2022

On 5 September, asset manager Abrdn ( ABDN ) announced that veteran and very successful fund manager Harry Nimmo will retire from the firm and the industry at the end of 2022 after the best part of four decades with the company. The news will have certainly set the nerves of investors in Abrdn UK...

The battle of the income funds: how Evenlode’s two products fare

Thursday 25 Aug 2022

In bear and bull markets, economic expansion or recession, income is rarely out of fashion with retail investors. Evenlode Income (BD0B7D5) has become one of the UK’s favourite fund options, a £3.34 billion actively managed fund that has outstripped its UK equity income category almost three-to-one...

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