magazine archive
magazine archive
Funds
What to buy when the market gets grizzly
Thursday 16 Feb 2017Global stock markets finished 2016 in a buoyant mood with the FTSE and the Dow starting the new year at or close to all-time highs. In bull markets it is easy to ignore the potential pitfalls of investing, but the list of macro events that could bring it all crashing down seems to be longer than...
The true cost of investing in funds
Thursday 09 Feb 2017The simple act of buying an investment fund may be relatively straightforward, but working out how much it costs can be fiendishly complicated. The cost may be different depending on where you buy it, when you buy it and whether someone advised you to buy it. Initially, there is the price an...
Are special situation funds unique?
Thursday 02 Feb 2017Special situation investment strategies are either considered to be the ultimate in active fund management or vanity projects for show-off stock pickers. They were all the rage about a decade ago after an 18 year run of super performance by Fidelity Special Situations Fund (GB00B88V3X40) , then...
Funds to protect against rising inflation
Thursday 26 Jan 2017Inflation is racing ahead, so what does this mean for your savings and investments? UK consumer price inflation ( CPI ) hit its highest level for two and a half years in December 2016 according to the latest figures from the Office of National Statistics (ONS). Inflation can eat into your saving...
The fund looking for ‘skin in the game’
Thursday 19 Jan 2017With 2017 shaping up as another uncertain year, a fund with a bias towards high quality growth companies whose management teams have plenty of ‘skin in the game’ has appeal. Step forward Jupiter UK Smaller Companies (GB00B3LRRF45) , a unit trust with a strong record of outperforming the IA UK...
Best fund ideas for 2017
Thursday 22 Dec 2016Do you want to add some funds to your portfolio? If so, we’ve asked a few experts to give their best ideas for funds to buy for 2017 and beyond. The products have been suggested by AJ Bell’s investment director Russ Mould and head of fund selection Ryan Hughes. 1. Henderson UK Absolute Return (...
Funds for income drawdown
Thursday 15 Dec 2016People in retirement are increasingly turning to income drawdown as a means of generating an income rather than buying an annuity. You can either draw income generated by the underlying investments such as dividend payments; or you can sell small chunks of your investments to create cash for...
Up 17% but still not satisfied
Thursday 08 Dec 2016M an GLG Continental European Growth (GB00B0119370) fund manager Rory Powe insists he’s had a pretty mediocre year in terms of stock picking, despite the fund rising nearly 17% in value. Much of the fund’s gain year-to-date is related to its investments in Europe which have increased in sterling...
Dial down the risk
Thursday 17 Nov 2016Those investors rattled by Donald Trump’s US election victory might well be looking to defensive-oriented income strategies. Investec Diversified Income (GB0031074924) helps dials down risk and offers defensive protection as well as an attractive distribution yield of 5%. Managed by Investec Asset...
Marlborough maestro fizzes ahead
Thursday 03 Nov 2016Giles Hargreave and Guy Feld co-manage the star-performing Marlborough UK Micro-Cap Growth Fund (GB00B02TPH60) , with the support of an investment team of around a dozen people. The £643.4 million unit trust’s objective is to deliver a total return of capital and income in excess of that achieved...