Funds and trackers


Fundsmith’s investment trust: Smithson managers on their best stock picks

Discover the biggest success stories in the portfolio and where they see the best opportunities now.

Funds and trackers | Thu, 16/11/2023 - 13:51

Fundsmith’s investment trust: Smithson managers on what’s worked and what hasn’t

Simon Barnard and Will Morgan talk to Dan Coatsworth about their performance since launch five years ago.

Funds and trackers | Thu, 16/11/2023 - 13:42

AJ Bell funds - Q3 2023 update

In our latest video from the AJ Bell investments team, James Flintoff, discusses the developments in bond and stock markets, along with the performance of the AJ Bell funds.

AJ Bell funds, Funds and trackers | Fri, 03/11/2023 - 08:34

AEW UK REIT - Laura Elkin, Portfolio Manager

Laura Elkin, Portfolio Manager at AEW UK REIT discusses the trust's investment objectives, how they generate investment ideas and how the trust has performed over the last five years.

Funds and trackers | Wed, 18/10/2023 - 14:53

J.P.Morgan's Georgina Brittain: Why I still see plenty of opportunities on the UK stock market

Georgina Brittain, fund manager for the J.P.Morgan UK Smaller Companies Investment Trust talks to AJ Bell stock market analyst, Dan Coatsworth about the opportunities on the UK stock market.

Funds and trackers | Fri, 13/10/2023 - 12:17

J.P.Morgan’s Georgina Brittain: The two biggest mistakes investors make picking small cap stocks

Georgina Brittain, fund manager for the J.P.Morgan UK Smaller Companies Investment Trust talks to AJ Bell stock market analyst, Dan Coatsworth about the mistakes investors make when picking small cap stocks.

Funds and trackers | Fri, 13/10/2023 - 12:15

TR Property Investment Trust: Marcus Phayre-Mudge, Fund Manager

Marcus Phayre-Mudge, Fund Manager for TR Property Investment Trust discusses his background, the fund's performance in the last 1/3/5 year period, along with the investment process and how an idea is generated for the fund.

Funds and trackers | Mon, 09/10/2023 - 13:55

Henderson High Income Trust - David Smith, Portfolio Manager

David Smith, Portfolio Manager at Henderson High Income Trust, discusses the trust's investment objective, how it generates investment ideas and how the trust has performed over the last five years.

This information is provided by Shares Magazine, which is published by AJ Bell Media...

Funds and trackers | Thu, 21/09/2023 - 09:46

City of London Investment Trust - Job Curtis, Fund Manager

Job Curtis, Fund Manager at the City of London Investment Trust, discusses the trust's investment process and how it generates an income for investors.

This information is provided by Shares Magazine, which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by...

Funds and trackers | Wed, 20/09/2023 - 09:22

Xtrackers by DWS - Jasdeep Hansra & Lukas Ahnert

In our latest video interview, Jasdeep & Lukas from DWS run through the trends seen in US equities, the impact of concentration on the performance of US equity indices and how the Xtrackers' ETFs can be used in a portfolio.

This information is provided by Shares Magazine, which...

Funds and trackers | Thu, 07/09/2023 - 09:28

What are my investment choices on the AJ Bell platform?

Dan Coatsworth, Stock Market Analyst at AJ Bell, explains what types of investment are available on AJ Bell, how each one works, and where they could sit in an investment portfolio.

Managing your investments, Shares and the stockmarket, AJ Bell funds | Mon, 21/08/2023 - 13:38

Invesco Bond Income Plus Limited – Rhys Davies, Fund Manager and Senior Credit Analyst

In this video interview, Rhys Davies discusses his sector expertise, how he manages the investment company Invesco Bond Income Plus Limited (BIPS) and what features he looks for when generating ideas and income for the BIPS portfolio.

This information is provided by Shares Magazine...

Funds and trackers | Wed, 02/08/2023 - 11:00

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