magazine archive
magazine archive
Funds
Find out how ETFs are getting active
Thursday 15 Nov 2018The global exchange-traded fund (ETF) industry is estimated to soar in value from $5tn to $30tn by 2030 according to JP Morgan as more people seek out low-cost investments. ETFs are used by investors to match the performance of an index of assets, usually for a cheaper price than actively managed...
Small cap fans: get ready for the return of champion investor Paul Marriage
Thursday 08 Nov 2018A well-known fund manager who in his previous job generated nearly four times as much money for investors than the broader market is back with a new fund. Paul Marriage made his name at Cazenove and Schroders, particularly with Schroder UK Dynamic Small Companies Fund (0721936) which returned 435%...
We show you the most expensive ETFs on the market
Thursday 08 Nov 2018Exchange-traded funds (ETFs) have fast gained popularity for their reputation as a low-cost investment option. Cost-conscious investors have been attracted to these tracker funds because of their ability to track global stock markets for an annual fee as low as 0.04%. Investors should be sure to...
How to buy £1 of assets for 50p
Thursday 25 Oct 2018Deep value investing involves buying bargain basement shares in the hope they will eventually move back to their intrinsic value. It is a strategy that has forged the reputations of some of the world’s greatest investors. Value investing can be highly volatile and takes a lot of patience; hence...
What are your options when a fund closes or merges with another?
Thursday 25 Oct 2018Investors are frequently told they should a) always look to the long-term; and b) they should not put their money into the stock market unless they are willing to leave it there for at least five or 10 years. But what happens when a fund you had backed as a long-term winner suddenly closes? Number-...
How to grab a slice of growing Asian income
Thursday 18 Oct 2018Income-seeking investors may want to investigate Asia, where improving corporate governance and fast-growing earnings are helping to drive dividend growth despite the prevailing negative sentiment towards emerging markets. Dividends from companies across the Asia Pacific region leapt 15.9% to a...
Back proven stock-picker Richard Penny to maintain his stellar record
Thursday 18 Oct 2018Launched last month by CRUX Asset Management, the FP CRUX UK Special Situations Fund (BG5Q5X2) is managed by seasoned investor Richard Penny. In a coup for the firm, this summer Penny joined CRUX from Legal & General Investment Management (LGIM). At LGIM, he’d built a reputation for stock...
Does taking greater risk equal greater reward with investing?
Thursday 11 Oct 2018The greater the risk, the greater the potential reward is a common adage in investment. After all, if you could generate the best returns by investing in UK government bonds (also known as gilts), why would you ever think of putting any money into racier assets? But measuring risk is difficult, and...
Alternatives to Fundsmith’s new global smaller companies trust
Thursday 04 Oct 2018The high-profile launch of a new investment trust from star manager Terry Smith has turned investors’ attention to global smaller companies. Smith’s new trust, Smithson , will focus on companies across the globe that are too small for his flagship Fundsmith Equity (B41YBW7) fund to invest in. He...
Vanguard and Invesco among big winners at the AJ Bell FIT awards
Thursday 27 Sep 2018More than 7,300 private investors and financial advisers have voted on which funds and investment trusts should be awarded best-in-class across 15 product categories in this year’s AJ Bell Funds & Investment Trust (FIT) Awards. The winners included multiple gongs for asset managers Vanguard and...