magazine archive
magazine archive
Funds
How to spot the best multi-asset funds
Thursday 16 May 2019Multi-asset funds are growing in popularity as investors seek a one-stop shop for their money. They have the freedom to invest wherever they see fit in order to meet their objectives: across equities, bonds, property, gold and many other assets. Such a broad remit in a fund is understandably...
The easy way to invest in global markets
Thursday 02 May 2019Knowing where to start when looking at global equity funds can be a complex task given there are over a thousand of them, investing in all kinds of sectors, countries and market caps. One way to begin investing in global equity is via tracker funds, which follow all the companies in an index and...
A maths whizz reveals how he picks stocks
Thursday 25 Apr 2019One of the market’s smaller UK funds at £64m is the somewhat unheralded FP CRUX UK Fund (B5839S6) . Managed by CRUX Asset Management’s Jamie Ward, mathematics whizz, former equity analyst and sole manager since March 2018, the fund aims to preserve and enhance the real value of investors’ money...
The benefits of an ethical approach
Thursday 18 Apr 2019Some investors believe that choosing an ethical fund means compromising your returns, but many have held up incredibly well during recent volatility compared to their non-ethical counterparts. Analysis by AJ Bell reveals a number of ethical and sustainable funds have beaten their sector averages...
Why and how to get exposure to Vietnam
Thursday 11 Apr 2019Vietnam has witnessed volatile stock market swings of late, yet risk-tolerant investors seeking exposure to a rapidly growing economy should not rule out putting money to work in Vietnam. Gross domestic product ( GDP ) expanded by 7.1% in 2018, powered by positive demographics with a population of...
Three funds to buy for a monthly income
Thursday 04 Apr 2019Wouldn’t it be nice to have an investment portfolio that paid you a regular stream of cash so you can get on with your life without worrying about paying the bills? This can be particularly desirable for people in retirement who need to find a way of substituting money they used to get from their...
Specialist fund TB Amati can help with growth companies
Thursday 21 Mar 2019Many retail investors avoid small cap companies as there is a perception that the space is littered with too many inexperienced management teams, unproven business models and threadbare balance sheets. Then there’s the extra volatility and difficulties in even buying and selling these types of...
Is property primed for a comeback?
Thursday 14 Mar 2019Property has been firmly out of favour with UK investors since the EU referendum in 2016. Panic about the effect of Brexit on the property market saw investors pull an eye-watering £1.8bn out of property funds in 2016, according to figures from the Investment Association. Meanwhile property...
Are bonds making a comeback?
Thursday 07 Mar 2019Bonds have had to work hard for investors’ attention in recent years. At a time when equities have been strong (barring the final quarter of 2018) and paying healthy dividends to boot, bonds have seen their spreads squeezed and their attractions dwindle. UK investors pulled an eye-watering £2bn out...
How the next generation of fund managers are trained
Thursday 21 Feb 2019Funds frequently become so synonymous with the managers that run them that if he or she departs or retires, an investor exodus follows. Yet the success of a fund is rarely down to a single person; often a deep bench of analysts and researchers contribute to the running of a successful portfolio...