magazine archive
magazine archive
Funds
Three funds to play a stronger Japanese market
Thursday 15 Mar 2018Finding decent returns in developed markets can be tricky, especially for the risk-averse investor unwilling to enter into the volatile realm of emerging markets. However, we think Japan looks interesting after a long period left in the cold due in part to unwieldy corporate structures of its...
Quality seeker Evenlode goes global with its second fund
Thursday 08 Mar 2018Cotswolds-based Evenlode Investment is an interesting name in the asset management world and one that investors are increasingly eager to follow. Evenlode isn’t a household name, yet its flagship fund TB Evenlode Income (GB00BD0B7914) has proved to be very popular, growing to nearly £2bn in size...
Welcome to the ‘fundraising’ fund which invests when companies need cash
Thursday 01 Mar 2018Have you ever been frustrated at not being able to participate in discounted share placings or IPOs (initial public offerings)? If so, we’ve spotted a potential solution in the form of a UK equity fund which only makes investments in these circumstances. The fund in question is MFM UK Primary...
Is it realistic to expect up to 15% annual return from a debt-focused fund?
Thursday 22 Feb 2018Fancy a juicy return of between 12% and 15% per year? Investment trust Chenavari Toro Income ( TORO ) is hoping to entice investors with such returns, although it hasn’t been able to achieve that goal yet. In this article, we explore what the investment trust does and unravel its complex structure...
These two funds place a big emphasis on avoiding losers
Thursday 15 Feb 2018‘Most investors’ results will be determined more by how many losers they have, and how bad they are, than by the greatness of their winners.’ Readers would do well to heed the wise words of the legendary Howard Marks, co-chairman of US-based Oaktree Capital Management. Indeed, the recent global...
The search for funds that invest in specific themes
Thursday 08 Feb 2018We’re amazed by how few funds and investment trusts provide clear information on their portfolio’s underlying themes. Many people choose funds and investment trusts in order to play specific themes, yet most thematic products only market themselves based on geographic or single sector coverage...
Unicorn UK Growth Fund is a magical money-maker
Thursday 01 Feb 2018While the growth outlook for Britain is somewhat uncertain, many small companies with good positions in structurally-growing markets should still be able to deliver increases in sales, profit and crucially, the cash flows that drive share price performance over time. One fund plugged into this part...
Why many funds are more expensive than you thought
Thursday 25 Jan 2018Some of the most popular funds in the UK are charging fees that are up to 85% more than investors previously thought, analysis shows. The surprising figures have been revealed following new regulations that require fund managers to be more transparent about the fees they charge to investors. WHAT...
It’s not too late to join the emerging markets party
Thursday 18 Jan 2018According to the experts it’s not too late to invest in the emerging markets rally despite a buoyant 2017. One of their number is Carlos Hardenberg, manager of Templeton Emerging Markets Investment Trust ( TEM ) , who believes the emerging markets recovery underway since 2016 shows little sign of...
Free Spirit toasts fantastic first year as a fund
Thursday 11 Jan 2018‘It has been a good year, but it is still early days,’ says Rosemary Banyard, manager of the CFP SDL Free Spirit (GB00BYYQC271) fund, a £7.2m OEIC which has just celebrated its one-year anniversary (3 Jan 2018). The investment objective of this concentrated fund is to achieve real growth in capital...