magazine archive
magazine archive
Funds
How different funds approach the emerging markets opportunity
Thursday 01 Jun 2023The long-term case for emerging markets is easy to grasp – less mature economies with more youthful demographics have scope for greater economic growth as they develop. There are also short-term tailwinds thanks to the dollar weakening (a key factor as many countries in the developing world have...
How fund manager James Bullock is key to Lindsell Train’s future
Thursday 01 Jun 2023Nick Train, who co-founded asset manager Lindsell Train with Michael Lindsell, is one of the UK’s most-followed fund managers. His insights in commentaries for the Finsbury Growth & Income (FGT) and Lindsell Train (LTI) investment trusts are pored over by fellow stock pickers and media alike...
Troy fund manager: the secret to finding the best dividends
Thursday 27 Apr 2023Today’s era of higher interest rates means shares face competition for investors’ hard-earned savings money from the interest on cash and the coupons paid out by bonds. However, the purchasing power of cash is being eroded by inflation, while the coupons investors clip from bonds can only ever be...
Baillie Gifford Positive Change: Can impact investing pay off for investors over time?
Thursday 20 Apr 2023As the economic backdrop has deteriorated so investor appetite for investments with a focus on ESG (environmental, social, governance) factors has dipped. Shares recently chatted to Baillie Gifford Positive Change Fund’s (BYVGKV5) Rosie Rankin, about the case for investing to achieve a positive...
Fifteen people to decide what goes in a fund portfolio: too many or clever idea?
Thursday 20 Apr 2023The boom and bust of Neil Woodford’s fund management career showed that star fund managers are not invincible and that a better solution might be to have two or three managers making investment decisions as a team rather than rely on one person. But what if that team consisted of 15 people? That is...
How Jupiter UK Special Situations keeps on delivering strong returns
Thursday 13 Apr 2023One of the outstanding long-run performers in the Investment Association’s UK All Companies sector is Jupiter UK Special Situations (B4KL9F8) , the £2.1 billion fund managed by Jupiter Asset Management. Adorned with a five-star Morningstar rating and a Gold Morningstar analyst rating, the fund is...
Tyndall Real Income’s tailored approach is delivering a top quartile return
Thursday 06 Apr 2023An under-the-radar constituent of the IA UK Equity Income sector that is delivering stellar returns despite difficult market conditions is VT Tyndall Real Income Fund (BYX0D61) . Small at £18.9 million of assets, it is big on ambition under the stewardship of manager Simon Murphy and competitive on...
Which funds and investment trusts are most exposed to banks and financial stocks?
Thursday 30 Mar 2023With banks still very much the focus of the market’s attention, should investors rethink not just their direct exposure to the sector through individual stocks but also their indirect exposure through funds and investment trusts with large weightings in the sector? Shares has examined some of the...
Tracker funds are at the top of retail investors’ ISA shopping list
Thursday 16 Mar 2023It’s shaping up to be the ISA season of the tracker fund, if retail investor activity in January and February is anything to go by. Eight of the 10 most popular funds bought by DIY investors so far this year have been trackers. That’s a complete reversal from last year when active funds ruled the...
Why 2022 has been a year for active managers to forget
Thursday 22 Dec 2022In a year when markets have fallen and long-standing trends have gone into reverse, you might have expected active fund managers to have a field day compared to passive funds which blindly track the index. But you’d be wrong. Just 27% of active equity managers beat a passive alternative in the...