magazine archive
magazine archive
Funds
Why it’s worth spreading your risks with multi-asset funds
Thursday 16 Jun 2022With stock markets wrestling with the twin concerns of too little growth and too much inflation, cautious investors who want to spread their risk might want to look at multi-asset funds. Rather than just owning shares, these funds own a mixture of equities (another term for stocks and shares),...
How equity income funds have come back into fashion in tricky markets
Thursday 26 May 2022The market is a pretty grisly place to be right now, as high inflation, rising interest rates, and economic pessimism have taken their toll on sentiment. One area that’s been doing better than most though, is equity income funds, which invest predominantly in dividend-paying shares. As the...
Not everything is having a bad time. One fund is up nearly 18% this year
Thursday 12 May 2022Barry Norris, founder of Argonaut Capital and manager of the long-short VT Argonaut Absolute Return Fund (B7FT1K7) , takes no prisoners with his investment style, an approach which reflects his interest in military history and strategy. Describing the fund’s first quarter performance, Norris quotes...
The majority of absolute return funds have lost investors money this year
Thursday 28 Apr 2022So far in 2022 investors have had to stomach significant market volatility thanks to worries over rampant inflation, rising interest rates and, more recently, the war in Ukraine. Given the uncertainties ahead, including the impact of the Ukrainian conflict on the outlook for global growth as the...
Fund risk scores are not very helpful to investors
Thursday 21 Apr 2022Risks hide in different places, in politics economics and elsewhere. Investing by its very nature is risky, as investments can be affected by shocks to the financial system, such as the financial crisis of 2008 or more recently the Covid crisis. European Commission regulations require fund managers...
Invest in micro cap funds for growth
Thursday 07 Apr 2022In light of the implications of the unfolding tragedy in Ukraine, the global growth outlook has dimmed, which means now more than ever, portfolios should be as diversified by asset class as possible to in order to maximise returns relative to risk. Higher risk assets they may be, yet ‘micro caps’,...
Trusts beat funds when it comes to UK small caps
Thursday 03 Mar 2022Look at the investment trust space if you want to outperform the market when it comes to investing in UK smaller companies. Using data from FE Fundinfo, Shares compared the sector performance to the FTSE All-Share and the Numis Smaller Companies indices. Only seven out of 17 open-ended funds in the...
The best UK All Companies funds benefit from flexibility
Thursday 24 Feb 2022Over the last decade UK shares have lagged their global counterparts, in part thanks to the disruption from Brexit, and that is reflected in the performance of the UK All Companies funds sector. A recent shift in the market towards value suggests it could be time for this space to play catch up...
Revealed: the UK equity income funds which have topped the charts
Thursday 17 Feb 2022Finding reliable dividend income in the UK equity market remains tricky despite the resumption of dividends by companies emerging from the pandemic and repairing their balance sheets. In this feature Shares puts the spotlight on some of the best performing UK equity income funds and investment...
Funds which go global for income
Thursday 10 Feb 2022Despite the Bank of England’s historic decision to make back to-back interest rate rises, interest rates could still lag inflation for the medium to long term. This presents investors looking for income with a challenge. Returns were historically low even before the onset of the coronavirus...