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Funds News

Fidelity replaces BlackRock at top of Alpha Manager list

The annual rebalance of the FE fundinfo Alpha Managers list has seen 55 new names added as Neil Woodford exits.

The most consistent IA UK All Companies funds of the past decade

Trustnet examines the funds that have outperformed the most common benchmark in the sector in the highest number of calendar years over the past decade.

Why you need to look outside the UK for income

The concentration of the FTSE’s dividends in a handful of sectors means income investors may be better off starting with a global fund.

Environmental initiatives boost Stockholm's Global Cities index rating

With a strong economy and commitment to reducing its environmental impact, Stockholm is the first Scandinavian city to make the top 30 of Schroders’ Global Cities Index.

Saracen's Keir: Is it 2000 all over again?

David Keir, chief executive of Saracen Fund Managers, looks at the long-term risks to the FAANGs, how they are distorting the global equity market and contributing to a bubble in growth stocks more generally.

Why the largest asset manager in the world is still neutral on US stocks

BlackRock’s Mike Pyle explains why the asset manager remains neutral on US stocks despite improved economic data and a potential resolution to the trade stand-off with China.

RLAM’s Greetham: The three known and one unknown risk to global markets

Royal London Asset Management’s Trevor Greetham talks through risks to global markets that are keeping him occupied currently.

Ethical fund beats Lindsell Train and Liontrust favourites in Trustnet’s annual risk/return study

IA UK All Companies funds have started to close some of their underperformance against the market, but some strategies have achieved consistently strong performance on a broad spread of metrics.

Stephen Snowden: None of us will live to see the bond bubble burst

Artemis’s head of fixed income says the volatile interest-rate environment of the 1970s, 1980s and early 1990s was an anomaly rather than the norm.

How convertible bonds can help protect you against market uncertainty

Lazard Asset Management's Sarah George explains how convertible bonds can help protect portfolios from downside risks in uncertain equity and fixed income markets while still participating in any upside.

Jupiter Fund Management plots £370m Merian acquisition

The move would create an asset management group with combined assets under management of £65bn.

Should investors keep faith in GARS and its absolute return ilk?

Trustnet looks at the Aberdeen Standard Investments’ Global Absolute Return Strategies and its nearest rivals to find out whether investors should stick by them through underperformance.

Invesco tops Bestinvest’s ‘Spot the Dog’ list of £43.9bn in underperforming funds

The latest edition of the biannual report found a big jump in the number of dog funds over the past six months, with asset manager Invesco taking the unwelcome title of ‘top dog’.

Economists predict UK boost after Boris Johnson’s ‘naked power grab’ at Number 11

The resignation of Sajid Javid as chancellor and appointment of Rishi Sunak make a fiscal boost to UK economy and stock market more likely.

FundCalibre’s Valentine’s Day funds for every type of smitten investor

Juliet Schooling Latter highlights six funds that almost every investor will have shared the same feelings for at some point.

The profit potential in a Paris ‘doer-upper’

Adding value through skilful property management in a winning global city

Defensive Assets: Is playing too safe too risky?

As discussed in our latest WisdomTree Outlook, 2020 is in a lot of ways the year of uncertainty.

The funds with a higher yield than the FTSE All Share

Trustnet finds out which funds are yielding more than the UK stock market, while producing strong total returns.

How the best & worst funds of the 2000s fared in the 2010s

Trustnet looks back to the 2000s to find out how the best funds of this century’s opening decade fared during the past 10 years.

Back to the future, again?

Rowan Dartington's Donald Maxwell-Scott considers whether the soaring share price enjoyed by Elon Musk's Tesla can be justified or is another example of a bubble in markets.

Active equity funds hit by 93% fall in inflows in January

The boost to equity fund flows that emerged in December petered out last month as investors grew nervous about the coronavirus outbreak.

Outlook 2020: Investment Trusts: Japanese equities

We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.