magazine archive
magazine archive
Feature
Come and join Shares’ 20% club
Thursday 12 Jan 2017Stocks featuring in Shares’ weekly Great Ideas section over the last year racked up gains of 12.4% versus a comparable return on the FTSE All-Share of 11.4%. On an annualised basis the result was 24.8% versus 22.8%, as we explain in What is Great Ideas? What is Great Ideas? Shares’ Great Ideas is...
Return, risk and building a portfolio
Thursday 12 Jan 2017Returns and risk are often two sides of the same investment coin. Understanding both is key if investors want to achieve their financial goals with the fewest possible hiccups. Returns are usually well understood because they are easily calculated after making an investment. Focusing on risk and...
Shares’ 2016 Picks in Review
Thursday 22 Dec 2016Our ‘Big Picks for 2016’ portfolio gained an average of 2.2% versus a return on the FTSE All-Share of 12.9%. It’s a disappointing performance compared to previous years, but at least we didn’t lose money. After a decent start to the year, in which our stocks led the market in very tough conditions...
Ben Lofthouse on 2017: fiscal austerity no longer the focus
Thursday 22 Dec 2016What does Henderson International Income Trust ( HINT ) do? The Trust’s mandate is to generate dividend growth and capital appreciation over the medium to long-term. We aim to do this by investing in all sizes of companies which we believe have attractive dividend yields, and are strong and cash...
Were you lucky to own shares in the star performers?
Thursday 22 Dec 2016MARKET CAP £1bn and above ANGLO AMERICAN +287% Few people would have predicted a year ago that 2016’s best large cap performers on the stock market would be mining stocks. Fast forward a year and the evidence is clear – eight of the top 10 top risers are commodity producers. Anglo American ( AAL )...
Spice up your portfolio with a VCT
Thursday 15 Dec 2016If you want to add some spice to your portfolio and mitigate your tax bill it is worth looking at the current range of venture capital trust ( VCT ) offers. Investing in a VCT enables you to get immediate exposure to a portfolio of small businesses which the VCT’s manager reckons have significant...
John Bennett 2017 outlook: Why the ‘value’ shift favours Europe
Thursday 08 Dec 2016The squeeze on income-yielding assets has made the hunt difficult for income investors. Interest received on savings accounts is close to zero, translating into a negative real return when accounting for inflation. Henderson European Focus Trust fund manager John Bennett sees the potential for a...
Christmas Crackers
Thursday 01 Dec 2016The Brexit vote looms large over the retail sector. A devaluation of the pound is set to import inflation, putting the squeeze on consumer spending which is already showing early signs of being affected by economic uncertainty. Nonetheless, there are reasons to be positive near-term. Sterling...
Why small cap funds give you extra
Thursday 01 Dec 2016Small cap fund managers typically enjoy the privilege of being able to meet company bosses on a regular basis. They get a chance to sit down and properly understand the businesses’ risks and opportunities. This can provide valuable information on which to base investment decisions – not just the...
Sidestepping the UK to get Continental Europe exposure
Thursday 01 Dec 2016Assuming ‘Brexit means Brexit’ and the UK leaves the European Union, these islands may be viewed as more seperate from continental Europe as an investment bloc. Most funds are pan-European and include UK stocks alongside their mainland European counterparts. Henderson EuroTrust ( HNE ) is one of...