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Funds
Funds to protect against rising inflation
Thursday 26 Jan 2017Inflation is racing ahead, so what does this mean for your savings and investments? UK consumer price inflation ( CPI ) hit its highest level for two and a half years in December 2016 according to the latest figures from the Office of National Statistics (ONS). Inflation can eat into your saving...
The fund looking for ‘skin in the game’
Thursday 19 Jan 2017With 2017 shaping up as another uncertain year, a fund with a bias towards high quality growth companies whose management teams have plenty of ‘skin in the game’ has appeal. Step forward Jupiter UK Smaller Companies (GB00B3LRRF45) , a unit trust with a strong record of outperforming the IA UK...
Best fund ideas for 2017
Thursday 22 Dec 2016Do you want to add some funds to your portfolio? If so, we’ve asked a few experts to give their best ideas for funds to buy for 2017 and beyond. The products have been suggested by AJ Bell’s investment director Russ Mould and head of fund selection Ryan Hughes. 1. Henderson UK Absolute Return (...
Funds for income drawdown
Thursday 15 Dec 2016People in retirement are increasingly turning to income drawdown as a means of generating an income rather than buying an annuity. You can either draw income generated by the underlying investments such as dividend payments; or you can sell small chunks of your investments to create cash for...
Up 17% but still not satisfied
Thursday 08 Dec 2016M an GLG Continental European Growth (GB00B0119370) fund manager Rory Powe insists he’s had a pretty mediocre year in terms of stock picking, despite the fund rising nearly 17% in value. Much of the fund’s gain year-to-date is related to its investments in Europe which have increased in sterling...
Dial down the risk
Thursday 17 Nov 2016Those investors rattled by Donald Trump’s US election victory might well be looking to defensive-oriented income strategies. Investec Diversified Income (GB0031074924) helps dials down risk and offers defensive protection as well as an attractive distribution yield of 5%. Managed by Investec Asset...
Marlborough maestro fizzes ahead
Thursday 03 Nov 2016Giles Hargreave and Guy Feld co-manage the star-performing Marlborough UK Micro-Cap Growth Fund (GB00B02TPH60) , with the support of an investment team of around a dozen people. The £643.4 million unit trust’s objective is to deliver a total return of capital and income in excess of that achieved...
HINT goes global in hunt for yield
Thursday 03 Nov 2016Low interest rates and rising inflation pose a very real threat to UK savers and yield-starved investors. But the post Brexit vote plunge in the pound should continue to provide a boost to the performance of funds that invest overseas, since the earnings and dividends they generate in international...
Profit from a digital future
Thursday 27 Oct 2016W e live in a paradoxical world. Global growth has stalled and there has been less productivity growth over the past 10 years, according to analysis by researchers at investment bank Morgan Stanley, yet it feels like there is more technology innovation around us than ever before. ‘We see scope for...
Jupiter's rocketing returns
Thursday 20 Oct 2016W ild swings in stock markets can provoke panic, though it is important to remember volatility also provides opportunities for investors to make profits. One way of positioning portfolios for an uncertain investing climate ahead is to put money to work with ‘absolute return’ funds. These seek to...