magazine archive
magazine archive
Funds
Three funds to play a rally in US value stocks
Thursday 03 Dec 2020The US stock markets may be associated with big tech names that are an integral part of our lives but in 2021 it could be the historically unloved and beaten down shares that become the stars of the show. According to Bank of America, the first three weeks of November saw the second highest inflow...
Best performing open-ended funds in 2020
Thursday 03 Dec 2020This year may be one that people wish to forget and instead look to next year when some sense of normality might return. However, it wasn’t all bad news with a few global stock markets and investment themes notching up stellar returns. Heightened volatility has meant that the divergence between the...
Know your fund: Unusual lockdown winners boost Rathone Global
Thursday 12 Nov 2020Dating and the humanisation of pets are among the more unusual lockdown-winning themes which have helped the popular Rathbone Global Opportunities (B7FQLN1) shake off volatile markets and significantly outperform its benchmark this year. Run by Rathbone’s global equity manager James Thomson, the...
AJ Bell targets best of ESG investing world with new fund
Thursday 12 Nov 2020Increasingly people want to put their money into companies that are doing the right thing – whether that’s helping the environment, treating staff fairly or conducting business in a transparent manner. A lot of money is flowing into this space which presents both opportunities and challenges for an...
Know your fund: Fidelity Global Special Situations isn’t giving up on value
Thursday 05 Nov 2020‘Special situations’ is a term that typically describes beaten-down stocks, companies beset by problems but boasting compelling turnaround potential, although this style of investing actually encompasses so much more than recovery bets. One portfolio badged as such is the popular Fidelity Global...
Where to shift your money as suspended property funds reopen
Thursday 15 Oct 2020Various open-ended property funds suspended in March are now beginning to reopen but it could be a stop-start process and it looks like investors will face restrictions on their ability to trade in and out of the funds as new regulations are introduced by the Financial Conduct Authority (FCA)...
The real reason why Fundsmith has done so well
Thursday 08 Oct 2020Terry Smith, founder of asset manager Fundsmith, has built an excellent track record since launching the business a decade ago. According to Morningstar the Fundsmith Equity Fund (B41YBW7) has delivered five-year annualised returns of 20.4% compared with 15.4% for the MSCI ACWI Growth index. Since...
Lesser-known quality funds giving Fundsmith a run for its money
Thursday 23 Jul 2020With the risk of a second coronavirus wave weighing on sentiment and the worst of the economic fallout from the pandemic to follow, risk-averse portfolio builders should swerve the trash and instead put cash to work in quality stocks, or in funds with a quality tilt to them. There are no guarantees...
Five funds beating the market by a significant margin
Thursday 25 Jun 2020While many investment funds have recorded heavy losses this year, there have been a few outlier funds which have not only recorded a positive return when looking at the three months to 31 May, but in some cases have also outperformed their benchmarks by a decent amount. We spoke to various managers...
Ways to play the Asia Pacific opportunity without relying on China
Thursday 30 Apr 2020The coronavirus is wreaking havoc on health and economies around the world and there is increasing anger being directed towards China, widely accepted as the source of the coronavirus. But the lure of investing more widely in Asia Pacific, a region with youthful demographics and low financial...