magazine archive
magazine archive
Funds
JO Hambro fund celebrates a decade of dynamism
Thursday 21 Jun 2018‘I am higher conviction than I’ve ever been on how we add value, why we do what we do, how it works and why it works,’ says Alex Savvides, senior fund manager of his brainchild product, the JOHCM UK Dynamic Fund (GB00B4T7HR59) . This collective seeks to profit by backing positive corporate change...
There are more attractions to Russia this year than the World Cup
Thursday 31 May 2018All eyes will be on Russia next month as the football World Cup kicks off so it is a good time to consider the merits and methods of investing in the country. To tackle the elephant in the room straight off, Russia has recently been the subject of economic sanctions from the US which, according to...
Will absolute return funds become fashionable again?
Thursday 24 May 2018The return of market volatility and the end of loose monetary policy in parts of the world has led several market commentators to suggest that absolute return funds could become more interesting if markets start to pull back. Absolute return funds are designed to provide a positive return over...
The micro cap fund streets ahead of its peers
Thursday 17 May 2018A nyone seeking exposure to very small companies on the UK stock market via the funds route should look at LF Livingbridge UK Micro Cap Fund (GB00B55S9X98) which has a great record of outperformance. Managed by Ken Wotton, it has generated annualised trailing returns of 17.35% and 20.85% on a three...
Sustainable investing is hitting the mainstream
Thursday 03 May 2018The sustainability debate has long since leapt out of the activist tree-hugging camp and onto the political agenda. Investors now face choices that go far beyond the simplistic ‘don’t buy guns and cigarette firms’. Sustainability is now in the mainstream. This investing philosophy has attracted...
How do some income funds achieve very high yields?
Thursday 26 Apr 2018Low interest rates have fired appetite for income from equities and a big proportion of this demand has been satisfied by funds. So how is it that some funds can yield 7% or 8% when the Investment Association Equity Income sector average yield is 4%? The answer is derivative trading, selling...
Get ready for an important development with Chinese shares
Thursday 19 Apr 2018With the war of words over tariff wars intensifying between the US and China, you may question the wisdom of investing in China at present. However, from June index provider MSCI will begin to include 222 large cap China A-shares into its emerging market index as part of a two stage process,...
How to analyse an ETF
Thursday 12 Apr 2018One of the great success stories in investment products has been the exchange-traded fund (ETF). Making its debut in 1993 in the US, today the ETF industry is worth trillions of dollars and new products are constantly being brought to market. But what should an investor look at when choosing from...
How does an investment fund survive when a star manager departs?
Thursday 05 Apr 2018Loyalty means many people follow their favourite fund manager when they move to a different employer, but investors may not realise the damaging effect this can have on the fund they leave behind. Funds sometimes become so synonymous with the managers who run them that if he or she departs it can...
Why can’t you see all the holdings in most funds and investment trusts?
Thursday 29 Mar 2018Each year UK investors pour billions of pounds into funds, yet few people actually know where their money is going. The investment industry is notoriously coy about sharing information about where its funds invest their money. We believe Woodford Investment Management is the only major investment...