Research Centre
The information in Fund News is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Funds News

Fidelity’s Nicholls: My biggest mistake of the year was not owning Xiaomi

The manager of the Fidelity China Special Situations trust is wary about the EV market.

Redefining alternatives: A broader and more balanced approach

Higher and more volatile inflation and the rapid rise of private markets are reshaping how portfolios are constructed and managed.

Vanguard, Columbia Threadneedle and Hargreaves Lansdown headline the top young multi-asset funds

Trustnet looks at multi-asset funds that had their three-year anniversaries last year.

The bombed-out trust sector worth a second look

Infrastructure trusts offer inflation protection and high dividends, while continuation votes could provide a catalyst for shareholder-friendly action.

US debt dynamics: Is there a path to sustainability?

The cost of not tackling ballooning budget deficits that are typically associated with wars and recessions is steadily increasing.

Why investors should consider buying this deeply discounted investment trust

HarbourVest Global Private Equity is implementing a range of measures to narrow its discount.

Bank of England cuts rates to lowest level in 18 months

Interest rates fall by another 0.25 percentage points.

Fidelity dominates the list of Asia Pacific’s long-term heroes who are currently struggling

Three out of six strategies that have slipped this year are run by Fidelity.

Canadian investor to acquire BBGI Global Infrastructure

The takeover bid values the trust at a 3.4% premium to its December share price.

The top-performing global funds that got there while underweight the US

Trustnet identifies the top IA Global funds that went against the grain over the past five years.

‘A bit of a snooze fest but good for you’: Why Evenlode has a ‘broccoli’ approach to investing

Evenlode Global Equity manager James Knoedler thinks investing in AI is like taking shots at a moving target.

European Smaller Companies trust fends off Saba requisition

It is the seventh trust to reject Saba Capital’s proposals.

Tariffs and DeepSeek: Lessons for investors

Recent events should sound a warning note to investors to review their portfolios and put more value on value.

The most bought and sold US funds of 2024

There were some surprising funds on the most bought list, including four active names and an equally weighted passive portfolio.

Two UK mid-caps that deserve to be in the FTSE 100

Managers from Schroders and Rathbone identify the UK mid-caps with the potential to join the FTSE 100.

Investors dump equity funds at the start of 2025

The latest Calastone Fund Flow Index reveals a pessimistic start to the new year.

The UK funds that have ticked (just about) all the boxes since 2022

Trustnet’s research highlights how active UK funds have struggled in recent years.

Money sat idle in a business account? Here’s how and when to take it out tax-efficiently

Trustnet asks a financial planner when it makes sense to withdraw the money and when it doesn’t.

Henderson and CQS shareholders stop Saba Capital requisition attempts

The two trusts published their meeting results this afternoon.

How disruptor Netflix became a quality stock

Earlier this year we initiated a position in the streaming service.

Fidelity’s investment lessons from the past five years

After the Covid-19 pandemic, Tom Stevenson explains what investors can learn about diversification, long-term investing and stock-market resilience.

Investment trusts could return 13% a year in the next five years

If history is anything to go by, the current discount levels are “the best time to invest”, according to the AIC.

Hargreaves Lansdown flags two of its funds as ‘poor value’

Five Hargreaves Lansdown-run funds were recognised as being ‘in need of work’ overall by the platform.

Perfect funds to hold alongside your global tracker

Experts point to Europe and infrastructure funds as great complements to a world tracker.

Markets plummet as Trump ‘declares economic war’

Canada imposes counter-tariffs, while China plans to retaliate.

Victory for two Baillie Gifford trusts as shareholders reject Saba's ‘destructive proposals’

Baillie Gifford US Growth and Keystone Positive Change defeat Saba’s resolutions.

Convincing China’s consumer to buy the American Dream

If the stimulus does prove more meaningful, there is no doubt China looks an attractive prospect.

The top funds and trusts of a tumultuous January

Indian equities disappointed as Europe and Latin America funds shone.

Five years since Brexit in charts: How has it impacted the UK stock market?

The FTSE 100 seems to have finally shrugged off its Brexit-related woes to reach an all-time high.

GAM launches Europe team with Janus Henderson’s O’Hara

Tom O’Hara, Jamie Ross and David Barker have jumped ship.

AJ Bell overhauled 25% of its best-buy list – here’s why

A quarter of the platform’s list of favourite funds was replaced in 2024.