magazine archive
magazine archive
Funds
Funds that pay dividends every month
Thursday 06 Jul 2017There are approximately 450 open-ended funds that pay dividends monthly. The majority invest in short-term money market instruments or different types of bonds, but there are also plenty of multi-asset mandates, as well as property and equity funds. Given the wide degree of choice, it is perfectly...
Four funds for mainland Europe exposure
Thursday 22 Jun 2017It’s no wonder European equities are in demand. Other parts of the world have major issues to resolve. The US is beset by political turmoil in the shape of its maverick president Donald Trump, the UK is facing the fall-out from the general election and the start of Brexit negotiations and Chinese...
How ethical is your ethical fund?
Thursday 15 Jun 2017Almost £13bn of UK investors’ money is in ethical funds, according to the latest figures from trade organisation the Investment Association. It’s a tiny fragment of the £1tn that is invested in UK funds in total but, for those who make the decision to invest ethically, it is important that the...
Property funds come back from the Brexit brink
Thursday 08 Jun 2017One of the areas worst affected by the EU referendum was the UK property sector whose performance is dependent on the health of the economy. Many of the real-estate investment trusts (REITs) suffered sharp falls in their share prices, but confidence has improved due to the resilience of the...
How fund managers flex muscles with takeovers
Thursday 01 Jun 2017It has been a bumper year for takeovers and we’re not even at the halfway point in the calendar year. By April more than $2 trillion worth of company mergers and acquisitions had already been announced across the world. Research by Dealogic reveals there were 125 deals worth more than $1 billion in...
Which fund managers excel at communication?
Thursday 25 May 2017We believe every fund or investment trust should provide crystal clear information on how they look for investments, what they choose and how they manage their portfolio. Sadly the quality of communication is variable across the industry. We will therefore use this article as a way of championing...
Global funds don’t always live up to their name
Thursday 18 May 2017Global funds and exchange-traded funds (ETFs) are billed as a great way to access lots of companies around the world, but their level of diversification isn’t always as high as you might expect. One of the most common benchmarks used by tracker funds and ETFs is the MSCI World index. It is tracked...
Three funds looking for bargain-priced stocks
Thursday 04 May 2017Deep 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...
Funds to play British bargains
Thursday 27 Apr 2017One of the main factors that determines the average investment trust discount in a particular sector is investor sentiment towards that part of the market. The most out-of-favour areas currently include the UK small and mid-cap funds, which creates a contrarian opportunity for those who are...
Four income products on ‘favourite funds’ list
Thursday 13 Apr 2017It can be a hard job picking funds given there are thousands of products available on the market. In a bid to help retail investors filter the funds universe, stockbrokers and investment platforms are increasingly publishing lists of their preferred funds, based on a range of criteria. AJ Bell is...