magazine archive
magazine archive
Funds
Why many funds are more expensive than you thought
Thursday 25 Jan 2018Some of the most popular funds in the UK are charging fees that are up to 85% more than investors previously thought, analysis shows. The surprising figures have been revealed following new regulations that require fund managers to be more transparent about the fees they charge to investors. WHAT...
It’s not too late to join the emerging markets party
Thursday 18 Jan 2018According to the experts it’s not too late to invest in the emerging markets rally despite a buoyant 2017. One of their number is Carlos Hardenberg, manager of Templeton Emerging Markets Investment Trust ( TEM ) , who believes the emerging markets recovery underway since 2016 shows little sign of...
Free Spirit toasts fantastic first year as a fund
Thursday 11 Jan 2018‘It has been a good year, but it is still early days,’ says Rosemary Banyard, manager of the CFP SDL Free Spirit (GB00BYYQC271) fund, a £7.2m OEIC which has just celebrated its one-year anniversary (3 Jan 2018). The investment objective of this concentrated fund is to achieve real growth in capital...
Three funds with the right ingredients to reward investors in 2018
Thursday 21 Dec 2017By Ryan Hughes, head of fund selection at AJ Bell YouInvest. Troy Trojan (GB00B01BP952) With equity markets around all-time highs and fixed interest markets looking challenged now that interest rates have started to increase around the world, a multi-asset solution that takes an absolute return...
How to invest in Canada via investment trusts and ETFs
Thursday 14 Dec 2017When scouring for opportunities in solid markets, Canada may not be the first place you’d think of examining. You may be missing out as, according to the OECD (Organisation for Economic Co-operation and Development), Canada tops the G7 nations in terms of real GDP growth predictions for 2017 at 3.2...
Navigate emerging market risk with funds
Thursday 30 Nov 2017You need considerable skill and experience to invest successfully in emerging markets given the political, economic and currency risks involved. Although it is possible to gain exposure to this space through low-cost exchange-traded funds which track indices like the MSCI Emerging Market Index,...
The pros and cons of multi-manager funds
Thursday 23 Nov 2017Multi-manager funds are investment products which contain other funds as their main holdings rather than individual stocks, bonds or other assets. A multi-manager fund is also known as a fund of funds. The advantage of using one of these types of investments is that it provides an investor with...
Using funds to invest in Latin America
Thursday 16 Nov 2017Latin America as a region is dominated by the economic powerhouse that is Brazil. Therefore funds focused on the region that are market cap weighted will tend to have a lot of stocks held on the Brazilian stock exchange, the Brasil Bolsa Balcão (B3). Brazil had a spectacular fall from grace in 2015...
New evidence in passive vs active investment debate
Thursday 09 Nov 2017There is new evidence that firmly supports actively managed funds in the passive versus active debate. Investment bank UBS has analysed the performance of more than 27,000 mutual funds in Europe over the past 20 years. It found active managers have collectively outperformed their benchmark after...
What happens if a fund is too big or too small?
Thursday 02 Nov 2017Funds are often subject to capacity constraints, meaning investors can sometimes be deterred or blocked from investing any more money once the funds have amassed a certain amount of assets. While it may appear odd to close a fund that is successfully attracting investment, there are very good...