magazine archive
magazine archive
Funds
Three funds looking for bargain-priced stocks
Thursday 04 May 2017Deep value investing involves buying bargain basement shares in the hope they will eventually move back to their intrinsic value. It is a strategy that has forged the reputations of some of the world’s greatest investors. Value investing can be highly volatile and takes a lot of patience; hence...
Funds to play British bargains
Thursday 27 Apr 2017One of the main factors that determines the average investment trust discount in a particular sector is investor sentiment towards that part of the market. The most out-of-favour areas currently include the UK small and mid-cap funds, which creates a contrarian opportunity for those who are...
Four income products on ‘favourite funds’ list
Thursday 13 Apr 2017It can be a hard job picking funds given there are thousands of products available on the market. In a bid to help retail investors filter the funds universe, stockbrokers and investment platforms are increasingly publishing lists of their preferred funds, based on a range of criteria. AJ Bell is...
This fund has a refreshing attitude to making money
Thursday 06 Apr 2017Many fund managers believe their job is to beat a benchmark. That doesn’t necessarily mean they will make money for shareholders. Think about a benchmark like the FTSE 250 index. If it falls 5% and a fund manager’s product only falls 2%, the latter would argue they have outperformed and therefore...
AJ Bell’s new funds offer ‘instant diversification’
Thursday 30 Mar 2017The general public are hungry for help when it comes to investing. Many people want to put money aside for later in life but don’t want, or cannot afford, to pay for financial advice. They just need someone to put them on the right path for their investment journey by providing exposure to a...
Funds versus investment trusts
Thursday 23 Mar 2017It may seem strange but there are a number of open-ended funds that have very similar investment trusts, run by the same manager and which follow an almost identical mandate. A research report published in late 2016 by Canaccord Genuity identified 51 of these product pairings. The list includes...
Funds in turnaround mode
Thursday 16 Mar 2017In an ideal world a fund would provide investors with a long-term exposure to the markets where the manager is able to consistently add value through a clear and transparent strategy. Unfortunately, things don’t always go according to plan. It’s possible that a fund could suffer a prolonged period...
Can ethical investment deliver adequate returns?
Thursday 09 Mar 2017The election of president Trump may have been a setback for environmentalists and those keen on good corporate governance, but these sorts of social issues are not going to go away and for a company to succeed it has to be able to navigate them. Those that fail to do so can suffer enormous harm,...
Searching out secure income via funds
Thursday 02 Mar 2017Of all the long-term consequences of the financial crisis of 2008, one of the most serious is the partial withdrawal of the banks from some of their traditional lending activities. Tougher capital adequacy requirements have made it more expensive for them to provide loans, which has left key areas...
Strong cash flow is the secret to a great company
Thursday 23 Feb 2017Uncertainty hangs over the future of post-Brexit Europe, where key elections offer potential for further shocks in 2017. Nevertheless, the continent is home to some world class companies generating growth and strong cash flows in the face of current political and economic turbulence. One fund that...