magazine archive
magazine archive
Funds
Four funds and investment trusts to buy for income and capital growth in 2023
Thursday 15 Dec 2022Alena Kosava, head of investment research at AJ Bell, offers a selection of fund and investment trust ideas for different types of investors. One for cautious investors Personal Assets Investment Trust (PNL) Personal Assets is a solid choice for investors looking to protect and increase the value...
This fund offers solutions if high inflation is here to stay for longer
Thursday 01 Dec 2022Are we close to peak inflation? Possibly, but one investment fund believes the theme will be at the forefront of markets for longer than you might think. Lazard Thematic Inflation Opportunities Fund (BLNKWV8) invests in companies which display the type of characteristics you’d want when the cost of...
Corporate bonds are looking more attractive – here’s how they stack up
Thursday 10 Nov 2022Two developments have combined in 2022 to make corporate bonds a potentially more attractive option for investors. First the risk-free rate (the yield on government bonds) which all other bonds are priced against has gone up. At the same time, the difference between the risk-free rate and the yield...
How venture capital trusts provide big tax benefits while helping UK entrepreneurs
Thursday 27 Oct 2022The VCT (venture capital trust) offer season is in full flow and recent launches include Octopus Group’s £35 million fundraise for its Octopus Apollo VCT (OAP3) and Gresham House’s £76 million raise for its generalist product Mobeus Growth & Income VCT (MIX) . The Mobeus offer opened on 17...
Top performing US growth fund is ready to fight back after market sell-off
Thursday 13 Oct 2022Having launched in April 2017, Brown Advisory US Mid Cap Growth Fund (BYW8R75) was in the top 25% performers in the Investment Association North American sector for the first three years of its existence. Then came a big shift in the market and it tumbled along with most other growth funds. Despite...
How to ensure your dividends from property funds are reinvested
Thursday 22 Sep 2022For investors who want to compound the high yields available on some property funds and trusts by reinvesting their dividends, there are a few differences between the two asset classes which they need to consider before starting out. Open-ended property funds usually give shareholders the option to...
What should I do when my fund manager departs?
Thursday 22 Sep 2022On 5 September, asset manager Abrdn ( ABDN ) announced that veteran and very successful fund manager Harry Nimmo will retire from the firm and the industry at the end of 2022 after the best part of four decades with the company. The news will have certainly set the nerves of investors in Abrdn UK...
The battle of the income funds: how Evenlode’s two products fare
Thursday 25 Aug 2022In bear and bull markets, economic expansion or recession, income is rarely out of fashion with retail investors. Evenlode Income (BD0B7D5) has become one of the UK’s favourite fund options, a £3.34 billion actively managed fund that has outstripped its UK equity income category almost three-to-one...
The funds that yield more than twice the best-buy cash savings account
Thursday 18 Aug 2022American business magnate John Rockefeller famously remarked: ‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ While you can now get more than 3% interest on a fixed-rate cash savings account, it is still possible to get a much bigger rate of income via...
What do special situations funds invest in and how have they performed?
Thursday 11 Aug 2022Special situation funds should, in theory, be busy making new investments in the current market environment. Their strategy includes finding unloved stocks which could either bounce back thanks to corporate self-help measures or the market eventually spots hidden value within a business which then...