magazine archive


magazine archive

Funds

Funds with a consistent track record of superior performance

Thursday 06 Feb 2020

Do you fancy discovering the high-fliers in the open-ended funds space? We’ve analysed the data to find the funds which have consistently appeared at the top of the performance tables. Past performance is no guide to future returns, and lest we forget, we’ve been in a bull market for over a decade...

The pros and cons of tiny investment funds

Thursday 30 Jan 2020

Investors are often told to avoid funds with less than £100m of assets under management (AuM) on the premise that they are sub-scale and might have higher fees than many funds with similar investment mandates. However, performance statistics would suggest some of these tiddler funds might still be...

Finding a safer home for your Woodford cash

Thursday 30 Jan 2020

Fallen star fund manager Neil Woodford’s one-time flagship fund Woodford Equity Income is now returning its depleted capital to investors. The first payment of cash to investors is expected to be on or around 30 January, representing about 70% of the fund’s current value. If you feel royally let...

One-stop-shop funds are a great place to start investing

Thursday 23 Jan 2020

One-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 2020

Many 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 2020

The 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 2020

Sentiment 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 2019

In 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 2019

Many 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 2019

It 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...

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