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Funds News

Fundsmith, Blue Whale and ESG come out winners in FE fundinfo Crown rebalance

We look into the main winners and losers of the latest rebalance of the FE fundinfo Crown Ratings.

Gary Potter: Why 2021 will be the year bubbles start to deflate

The co-head of BMO’s multi-manager team warned that money that couldn’t be spent in the real economy helped fuel speculation last year, but this trend could be about to reverse.

What the UK needs to do to catch up with the US

The FTSE 100 is now back below its 1999 closing level, while the S&P 500 has soared over this time. So how can the UK follow in the footsteps of its “perfect cousin”?

Rathbones' Smith: A global antidote to UK gloom

Rathbones' Ed Smith explains how Brexit risks could see the UK emerge as an "economic laggard" from the Covid-19 pandemic.

Baillie Gifford’s Robinson: Three companies that could become the biggest in the world

The Baillie Gifford US Growth Trust manager highlights three stocks which he thinks could grow into major sized companies with equally large returns.

The bond funds leading the pack over three years

Trustnet finds out what changes there have been to the three-year rankings of top-performing bond funds over the past six months.

“It’ll be easy for 10 years”: Are Scottish Mortgage’s tailwinds set to accelerate?

Conventional investment wisdom suggests the time to buy into this trust has been and gone – but little about its managers’ approach is conventional.

How Mercantile IT is looking outside the FTSE 100 for the UK recovery

By identifying small- and mid-cap companies on a growth trajectory not recognised by the market, the £2.2bn investment trust aims to benefit from a strong UK recovery in stocks outside the FTSE 100.

The small European fund which beat Baillie Gifford

In this series Trustnet takes a look at some top-performing funds flying under-the-radar of some investors, this time looking at the L&G European Trust.

What is an impact bond? A specialist fund manager explains

An expert from BlueOrchard – a leading impact investment firm and a member of the Schroders Group – outlines what these increasingly popular assets are and why they matter.

Investors eye a UK dividend bounceback in 2021 – and three funds to play it

After 2020’s “annus horribilis”, investors think UK dividend payments in 2021 could be better than many forecasts are tipping.

Life after Covid: This time it is different

Ninety One Fund Managers' Simon Brazier considers the impact of coronavirus on UK equities and why investors might have to get used to a new status quo.

The top-performing US funds of the Trump years

Trustnet finds out which US funds were the top performers under Donald Trump as his four-year term ends.

How the UK can catch up with the US: Trustnet Magazine is out now!

The first issue of the year investigates why the UK market has ended up lagging so far behind its “perfect cousin”.

How a revolution helped this emerging market fund top its sector last year

After 2020 ravaged most emerging markets, Carmignac Portfolio Emergents came out on top after sticking to the belief that there is an industrial revolution taking place.

The areas where investment trusts beat their open-ended rivals in 2020

Trustnet compares the performance of investment trusts with open-ended funds to see which had the upper hand last year.

Why Terry Smith believes a K-shaped recovery makes more sense after Covid-19

The Fundsmith Equity manager explains what impact Covid-19 could have on the future of markets and which companies could stand to benefit.

Is negative yielding debt a necessary evil?

AXA Investment Managers' Nick Hayes considers the amount of debt that has turned negative in 2020 and the potential for that to continue in 2021.

“The inflation genie may pop out of the bottle”: The risk of inflation is growing, fund managers warn

Some fund managers are positioning for rising inflation as vast sums of money continue to poured into the global economy.

UK dividends fell to lowest level since 2011 during 2020

Around two-thirds of companies cancelled or cut dividends between Q2 and Q4 last year with full-year payouts down by 44 per cent on 2019, according to Link Group.

How finding the quality within value was crucial in 2020

Maintaining a focus on quality was the key to navigating the choppy waters of the UK stock market in 2020, and the same may well hold true for 2021.

Eight funds that could benefit from the ‘blue wave’ in the US

Trustnet asks several fund pickers which strategies they think will do well under a Democrat White House and Congress.