magazine archive
magazine archive
Funds
One-stop-shop funds are a great place to start investing
Thursday 23 Jan 2020One-stop-shop funds are products designed to give investors everything they need under one roof, namely asset diversification. They can be especially attractive to investors new to handling their own long-term savings, as well as first-time investors or retirees put off by poor annuity rates. They...
The plan for the reborn Woodford Income Focus fund
Thursday 23 Jan 2020Many people in the UK are eagerly waiting to discover what their investment in the Woodford Income Focus (BD9X6V3) fund will look like under the new management of Aberdeen Standard Investments (ASI). The fund has been suspended since October 2019 and dealing is expected to recommence in the coming...
The pros and cons of funds with concentrated portfolios
Thursday 16 Jan 2020The pros and cons of portfolios with only a small number of holdings have come under the spotlight after ratings company Morningstar downgraded LF Lindsell Train UK Equity (B18B9X7) from Gold to Bronze. Among the reasons cited was the higher levels of stock-specific risk than most peers created by...
The UK funds and trusts which have soared after the general election
Thursday 09 Jan 2020Sentiment towards UK stocks has dramatically improved since the December general election vote result, as evidenced by widespread gains among UK-focused funds and investment trusts. FE Fundinfo data mined by Shares shows the most obvious open-ended fund beneficiaries of the ‘Boris Bounce’ from...
Equitile Resilience: the quality-focused fund you’ve never heard of
Thursday 12 Dec 2019In today’s rapidly-evolving business world, companies are living faster and dying younger. For private investors, that means picking tomorrow’s big winners or long-term survivors is becoming increasingly tough. Just buying and holding the most profitable companies today is becoming a much less...
Watch out for funds with inappropriate benchmarks
Thursday 05 Dec 2019Many fund managers insist that investors should judge their performance on a relative basis, rather than absolute. The argument is that fund managers are being paid to outperform an index rather than explicitly deliver positive returns every single year. To abide by this rule one has to be sure...
Target date funds: the $1.7tn US industry that's slipped under the radar in the UK
Thursday 28 Nov 2019It could be a pub quiz question – name the multi-trillion dollar industry that’s practically non-existent in the UK. While some may guess a niche area of engineering or technology, it’s doubtful many – if any – would say target date investment funds. With around $1.7tn in the US, the largest market...
Know your fund: Invesco Income and High Income
Thursday 21 Nov 2019Invesco fund manager Mark Barnett has come under increasing pressure following the downgrade of his income funds, Invesco Income (BJ04HW5) and Invesco High Income (BJ04HP8) , by fund researcher Morningstar. The latter has highlighted concerns about the funds’ increased exposure to small and mid-cap...
Recovery funds: get it right and the rewards can be huge
Thursday 14 Nov 2019What do recovery funds do, what is their appeal and what do they invest in? In simple terms a recovery stock is a share which has fallen in price but is seen as having the potential of climbing back or even exceeding its previous level. This recovery would usually be achieved through a change of...
Discover where fund firms are looking for growth
Thursday 31 Oct 2019It is always good to have an insight into market sentiment as, in the short-term, it can impact how different assests and sectors perform. Sometimes it can be useful to take a cue from investment fund companies, who often launch new funds when they think a particular area of investing will do well...