magazine archive
magazine archive
Funds
The bond funds to buy as the rate hiking cycle draws to a close
Thursday 08 Feb 2024There are hopes for an improved picture for bonds in 2024 as the rate hiking cycle turns. In this article we look at the case for bonds, consider whether the 60/40 portfolio could make a comeback and look at our best ideas to play the bond market through funds. ARE BONDS POISED FOR A RECOVERY? As...
Active managers struggle to keep pace with trackers again
Thursday 21 Dec 2023It’s been another poor year for active managers across the seven key equity sectors monitored by AJ Bell’s Manager versus Machine report. Overall, just 36% of active managers outperformed the average passive alternative in 2023. One year is too short a time frame over which to judge the...
Know Evenlode's income funds? Find out about its global equity product
Thursday 02 Nov 2023It may not be as well-known as the other two funds from the Evenlode Investment stable – Evenlode Income (BD0B7D5) and Evenlode Global Income (BF1QNC4) – but Evenlode Global Equity (BMFX289) has churned out some strong performance by focusing on stocks where growth is a ‘marathon not a sprint’...
The fund that picks good companies which also do good for the planet
Thursday 26 Oct 2023Discerning investors who are looking for well-managed, well-capitalised companies with a sustainable edge have been finding their way to the Stewart Investors Worldwide Sustainability Fund (B7W3061) steadily over the past decade. A £10,000 investment in the fund 10 years ago would be worth £22,372...
Popular Royal London fund closed to new money – what now?
Thursday 19 Oct 2023Occasionally, funds can become victims of their own success, becoming so popular and attracting such inflows that they become harder to manage and their size begins to impact on the investment process and performance. One way asset management companies seek to dampen down investor demand in such...
This fund has a smart way to find good value stocks globally
Thursday 05 Oct 2023A screening tool used by asset manager Artemis suggests investors need to look at unloved parts of the market, not chase 2023’s winning trades. This year, investing in AI-related names including $1 trillion chip designer Nvidia (NVDA:NASDAQ) was a way to get rich, yet Artemis’ SmartGARP tool...
How do global tracker funds like Fidelity Index World and iShares MSCI World differ?
Thursday 07 Sep 2023Global equity tracker funds are popular among investors as they provide an easy and low-cost way to get exposure to stocks around the world. Choosing which tracker funds to put in your portfolio is not as straightforward as there are multiple products offering a similar approach. Read on to find...
Think there’s no value to be found in the US? Think again
Thursday 31 Aug 2023It is the biggest, most liquid stock market in the world, offers huge diversification, access to top innovation, and all under the watchful eye of strict governance rules to protect investors. That there should be a place in every UK investor’s portfolio for US equities is to bang a well-worn drum...
Funds with stamina: the most consistent names over the past decade
Thursday 31 Aug 2023It has not been an easy decade to be a fund manager. Brexit, a global pandemic, the largest war in Europe for a generation and an inflation crisis have punctuated a 10-year period which has seen significant market volatility. However, steering investors’ money through difficult waters is how a good...
Decent dividend yield and cheap shares: this fund has it all
Thursday 22 Jun 2023At 5.75%, the yield on JOHCM UK Equity Income (B8FCHK5) is the second highest it has ever been, according to fund manager Clive Beagles. You have to go back to the global financial crisis in 2008, when stock markets collapsed, to find a higher yield on the fund. ‘I find that staggering because the...