magazine archive
magazine archive
Funds
Do active managers really justify their extra costs?
Thursday 04 Aug 2022In a year when markets have been falling and long-standing trends have gone into reverse, you might have expected active fund managers to perform better than the passive funds that simply track an index. But AJ Bell’s latest Manager versus Machine report shows that’s not the case. The report...
Want a global tracker fund but not sure how they differ? Read this
Thursday 14 Jul 2022Thousands of investors are looking for easy options to get exposure to stocks around the world. One route is to buy a tracker fund or an exchange-traded fund that mirrors the performance of a global index. Two of the most popular indices used by global tracker funds are MSCI World and MSCI All...
Is your fund performing badly? Here’s what you need to do
Thursday 07 Jul 2022Two of the most popular active funds of recent years, Fundsmith Equity (B41YBW7) and Scottish Mortgage (SMT) , have had a terrible 2022 so far. Fundsmith Equity has fallen in value by 18% and Scottish Mortgage is down by 44% in the space of just six months. Investors might normally be spitting...
Rathbone Global won’t change approach despite end of winning streak
Thursday 07 Jul 2022Many growth funds are facing the same problem. What do they do when their investing style is out of favour after a long period of being successful? In this scenario investors should be most concerned when a fund manager changes their approach to try and make gains from whatever is working in the...
How top-performing global funds and trusts are different to each other
Thursday 16 Jun 2022Funds and investment trusts that put money to work outside the UK are popular with investors because they offer diversification away from the domestic market at a stroke. Nevertheless, investors need to familiarise themselves with the different underlying assets of global funds as there are...
Why it’s worth spreading your risks with multi-asset funds
Thursday 16 Jun 2022With stock markets wrestling with the twin concerns of too little growth and too much inflation, cautious investors who want to spread their risk might want to look at multi-asset funds. Rather than just owning shares, these funds own a mixture of equities (another term for stocks and shares),...
How equity income funds have come back into fashion in tricky markets
Thursday 26 May 2022The market is a pretty grisly place to be right now, as high inflation, rising interest rates, and economic pessimism have taken their toll on sentiment. One area that’s been doing better than most though, is equity income funds, which invest predominantly in dividend-paying shares. As the...
Not everything is having a bad time. One fund is up nearly 18% this year
Thursday 12 May 2022Barry Norris, founder of Argonaut Capital and manager of the long-short VT Argonaut Absolute Return Fund (B7FT1K7) , takes no prisoners with his investment style, an approach which reflects his interest in military history and strategy. Describing the fund’s first quarter performance, Norris quotes...
The majority of absolute return funds have lost investors money this year
Thursday 28 Apr 2022So far in 2022 investors have had to stomach significant market volatility thanks to worries over rampant inflation, rising interest rates and, more recently, the war in Ukraine. Given the uncertainties ahead, including the impact of the Ukrainian conflict on the outlook for global growth as the...
Fund risk scores are not very helpful to investors
Thursday 21 Apr 2022Risks hide in different places, in politics economics and elsewhere. Investing by its very nature is risky, as investments can be affected by shocks to the financial system, such as the financial crisis of 2008 or more recently the Covid crisis. European Commission regulations require fund managers...