magazine archive
magazine archive
Funds
Some of the best funds come in small packages
Thursday 03 Jun 2021Sometimes investors ignore funds which have accumulated a limited amount of funds from investors, often because they are seen as not having much of a future due to a lack of scale or just because they don’t have the marketing budgets of the big asset managers. However, ignoring these smaller funds...
Managers vs machines - are active funds worth the extra cost?
Thursday 03 Jun 2021One of the biggest investment trends of the past decade has been the rise of passive funds. These funds mechanically track an index, rather than trying to beat it by selecting certain stocks. Their simple objective, combined with low charges, has provided serious competition to active managers, and...
The Vanguard active fund giving Fundsmith a run for its money
Thursday 27 May 2021In the five years since its launch, Vanguard Global Equity (BZ82ZT6) has achieved nearly the same returns as popular funds Fundsmith Equity (B41YBW7) and Lindsell Train Global Equity (B644PG0) , and significantly outperformed two well-known global investment trusts, Alliance Trust ( ATST ) and...
The value funds vying for top dog status
Thursday 20 May 2021After more than a decade of domination for growth stocks, global markets are finally seeing a shift into value. This in turn has benefited funds pursuing a value investing style. Growth performed relatively well through the initial course of the pandemic with technology stocks leading the way, but...
Where the experts find income on the UK market
Thursday 13 May 2021Pharmaceuticals, insurance, tobacco and financials are good places to find income on the UK market, says Richard Marwood, co-manager of the £1.7 billion Royal London UK Equity Income Fund (B3M9JJ7) . He believes the prospects for dividends from UK stocks are improving, which should be good news for...
Evenlode to rival Fundsmith with new global growth fund
Thursday 22 Apr 2021Best known for its UK and global income funds, asset manager Evenlode is to launch a growth-themed global equity fund after its research unearthed many strong investment ideas which don’t pay much in the way of dividends and therefore wouldn’t feature in its other funds. TB Evenlode Global Equity (...
Investing in future trends while avoiding the crowd
Thursday 21 Jan 2021The events of 2020 have given us a clue as to where the world is headed, such as more time spent working from home and wider use of technology to do business. It was easy to spot those trends, and shares in relevant companies have already been bid up to high levels as the market prices in likely...
Discover the funds offering a 30% instant boost and tax-free dividends
Thursday 14 Jan 2021The new venture capital trust ( VCT ) offer season is now in full swing where investors can apply for new shares and enjoy immediate tax benefits. Recent offers from Amati AIM VCT and Octopus AIM VCT have already closed, having hit their subscription target. Others are filling up quickly. Each year...
Fund and investment trust picks for 2021
Wednesday 23 Dec 2020Recognising that investors are often keen to deploy their hard earned savings in the market but don’t know where to invest, AJ Bell fund expert Ryan Hughes has pulled together a list of eight funds that he thinks will do well in 2021. He’s separated them into four categories, thereby appealing to...
Smaller company funds are staging a comeback
Thursday 10 Dec 2020In recent years small caps globally have suffered from investor risk aversion and concerns over everything from Covid-19 perceptions to trade war and Brexit-related worries. Until the recent rotation into value, investors had continued to show a preference for larger companies, driving down the...