magazine archive
magazine archive
Funds
Three funds with the right ingredients to reward investors in 2018
Thursday 21 Dec 2017By Ryan Hughes, head of fund selection at AJ Bell YouInvest. Troy Trojan (GB00B01BP952) With equity markets around all-time highs and fixed interest markets looking challenged now that interest rates have started to increase around the world, a multi-asset solution that takes an absolute return...
How to invest in Canada via investment trusts and ETFs
Thursday 14 Dec 2017When scouring for opportunities in solid markets, Canada may not be the first place you’d think of examining. You may be missing out as, according to the OECD (Organisation for Economic Co-operation and Development), Canada tops the G7 nations in terms of real GDP growth predictions for 2017 at 3.2...
Navigate emerging market risk with funds
Thursday 30 Nov 2017You need considerable skill and experience to invest successfully in emerging markets given the political, economic and currency risks involved. Although it is possible to gain exposure to this space through low-cost exchange-traded funds which track indices like the MSCI Emerging Market Index,...
The pros and cons of multi-manager funds
Thursday 23 Nov 2017Multi-manager funds are investment products which contain other funds as their main holdings rather than individual stocks, bonds or other assets. A multi-manager fund is also known as a fund of funds. The advantage of using one of these types of investments is that it provides an investor with...
Using funds to invest in Latin America
Thursday 16 Nov 2017Latin America as a region is dominated by the economic powerhouse that is Brazil. Therefore funds focused on the region that are market cap weighted will tend to have a lot of stocks held on the Brazilian stock exchange, the Brasil Bolsa Balcão (B3). Brazil had a spectacular fall from grace in 2015...
New evidence in passive vs active investment debate
Thursday 09 Nov 2017There is new evidence that firmly supports actively managed funds in the passive versus active debate. Investment bank UBS has analysed the performance of more than 27,000 mutual funds in Europe over the past 20 years. It found active managers have collectively outperformed their benchmark after...
What happens if a fund is too big or too small?
Thursday 02 Nov 2017Funds are often subject to capacity constraints, meaning investors can sometimes be deterred or blocked from investing any more money once the funds have amassed a certain amount of assets. While it may appear odd to close a fund that is successfully attracting investment, there are very good...
Favourite funds to get upside Stateside
Thursday 26 Oct 2017When it comes to equity markets, the US is by far the largest. Despite talk of stretched valuations and the market becoming ‘overheated’ there are some excellent companies in the US, many of which are leaders in their respective fields. The surprise election of President Donald Trump at the end of...
Using funds to pay your monthly bills
Thursday 12 Oct 2017Unless you’re retired, most of us are used to getting a monthly pay packet with cash paid into our current account which is then used to pay all our regular bills. Once you’re in retirement, the loss of this income stream can be frustrating to some. One solution is to put some of your savings in...
Should fund managers always meet investee companies?
Thursday 12 Oct 2017For ‘bottom-up’ stock pickers, face-to-face meetings with company management can be the key to obtaining a competitive investment edge. Other professional fund managers, however, prefer to pore over annual reports and undertake forensic analysis of the profit and loss account and balance sheet. By...