AJ Bell funds
Revealed: the shares which shone as the FTSE 100 has bumper week
The FTSE 100 enjoyed its best week in four months between 17 and 21 July, gaining nearly 3% across the course of five trading sessions....
Thu, 27/07/2023 - 00:00
Latest deal shows 3i Infrastructure is undervalued and investors should snap up the shares
News that 3i Infrastructure (3IN) is selling its 25% stake in Attero at a significant premium to its valuation just four months ago confirms for...
Reasons why investors would pay more to own a particular stock
On 30 May, investment bank Berenberg published a research note on legal group DWF (DWF) saying it should eventually see a ‘significant re-rating’...
Liontrust shares remain in the doldrums as GAM takeover sees new twist
Fund manager Liontrust Asset Management (LIO) has seen its shares halve in the last six months, which is providing a headwind for its...
Ocado’s technology arm gets investors excited again
The Ocado (OCDO) believers have been out in force again as the grocery delivery and warehouse automation company returned to an underlying profit...
Unilever flexes its pricing power muscles, but market share losses are a concern
Consumer packaged goods powerhouse Unilever (ULVR) topped the FTSE 100 leader board on 25 July after the Marmite-to-Magnum ice cream maker’s second quarter...
Can I give money from my pension to charity at death?
I am thinking about how I can make bequests from my estate to my favourite charities and wondered if I can gift some of my...
Wildfires and strikes cause investors to worry about airlines and holiday companies
Shares in airlines and holiday companies including EasyJet (EZJ), Jet2 (JET2:AIM), TUI (TUI) and International Consolidated Airlines (...
Is active fund management a waste of time?
For the last 10 years active fund managers in the UK have been under the pump. In that time the amount of money held in...
Download PDF Page flip version
Discover how portfolios have evolved at popular funds and investment trusts over the past four years as market dynamics change.
Shares’ tips of the year are 23% ahead versus a flat showing from the UK market year-to-date. Find out how the portfolio has done so well.
Laith Khalaf asks if active fund management is a waste of time as he reveals new data on active versus passive funds.