magazine archive
magazine archive
Funds
Experts believe we are still in the early stages of the AI ‘revolution’
Thursday 04 Apr 2024In retrospect, it seems clear the tipping point for AI (artificial intelligence) was the release in November 2022 of OpenAI’s free-to use ChatGPT system. Until that point, most AI products were being developed privately and weren’t widely available to the public, added to which most were fairly...
Latest ‘Spot The Dog’ report sees near-trebling of laggard funds
Thursday 07 Mar 2024Evelyn Partners has just released its biannual Spot The Dog survey of UK-listed actively managed investment funds available to retail investors which identifies not just the winners but the losers, with the aim of pushing fund groups into taking action. The report focuses on funds which warrant ‘...
Meet the only UK fund to deliver double-digit gains five years in a row: Argonaut Absolute Return
Thursday 15 Feb 2024Out of more than 3,500 regulated investment funds in the UK industry VT Argonaut Absolute Return (B7FT1K7) says to ‘the best of its knowledge’ it is the only one to have delivered double-digit returns for the last five years in a row. The fund’s performance over the past year is particularly eye-...
The bond funds to buy as the rate hiking cycle draws to a close
Thursday 08 Feb 2024There are hopes for an improved picture for bonds in 2024 as the rate hiking cycle turns. In this article we look at the case for bonds, consider whether the 60/40 portfolio could make a comeback and look at our best ideas to play the bond market through funds. ARE BONDS POISED FOR A RECOVERY? As...
Active managers struggle to keep pace with trackers again
Thursday 21 Dec 2023It’s been another poor year for active managers across the seven key equity sectors monitored by AJ Bell’s Manager versus Machine report. Overall, just 36% of active managers outperformed the average passive alternative in 2023. One year is too short a time frame over which to judge the...
Know Evenlode's income funds? Find out about its global equity product
Thursday 02 Nov 2023It may not be as well-known as the other two funds from the Evenlode Investment stable – Evenlode Income (BD0B7D5) and Evenlode Global Income (BF1QNC4) – but Evenlode Global Equity (BMFX289) has churned out some strong performance by focusing on stocks where growth is a ‘marathon not a sprint’...
The fund that picks good companies which also do good for the planet
Thursday 26 Oct 2023Discerning investors who are looking for well-managed, well-capitalised companies with a sustainable edge have been finding their way to the Stewart Investors Worldwide Sustainability Fund (B7W3061) steadily over the past decade. A £10,000 investment in the fund 10 years ago would be worth £22,372...
Popular Royal London fund closed to new money – what now?
Thursday 19 Oct 2023Occasionally, funds can become victims of their own success, becoming so popular and attracting such inflows that they become harder to manage and their size begins to impact on the investment process and performance. One way asset management companies seek to dampen down investor demand in such...
This fund has a smart way to find good value stocks globally
Thursday 05 Oct 2023A screening tool used by asset manager Artemis suggests investors need to look at unloved parts of the market, not chase 2023’s winning trades. This year, investing in AI-related names including $1 trillion chip designer Nvidia (NVDA:NASDAQ) was a way to get rich, yet Artemis’ SmartGARP tool...
How do global tracker funds like Fidelity Index World and iShares MSCI World differ?
Thursday 07 Sep 2023Global equity tracker funds are popular among investors as they provide an easy and low-cost way to get exposure to stocks around the world. Choosing which tracker funds to put in your portfolio is not as straightforward as there are multiple products offering a similar approach. Read on to find...