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Funds News

A trust prioritising capital protection – that has made 600% over 20 years

RIT Capital Partners focuses on limiting downside for investors, but this has not come at the expense of total returns.

The trusts worth backing if you’re bullish on the UK

Priyan Rayatt and Anthony Leatham consider the recent rise in sterling on more positive political news and highlight several UK investment trusts that could benefit from any uplift in the currency.

Japan: Growth in a value market

Orbis Investments' Rob Perrone argues that despite there being limited growth in the Japanese stock market there are significant growth opportunities when looking on a fundamental basis.

Liquidity crisis didn’t end with Woodford, warns Investec’s Brazier

The Investec UK Alpha manager says that despite the recent panic, the industry may be underestimating the scale of the problem.

Mark Barnett dropped from £1.3bn Edinburgh Investment Trust

Edinburgh Investment Trust has decided to remove Invesco as its manager and replace it with Majedie Asset Management.

Outlook 2020: UK equities

With valuations at extreme levels, Sue Noffke and Andy Brough explain how they’re looking at the UK stock market heading into 2020.

Is Fundsmith Equity still a consensus buy among fund pickers?

With a decade of considerably strong outperformance behind it Trustnet asks whether Fundsmith Equity is still the ‘go to’ holding it has been till now.

How funds that protected investors in the crisis are still at the top of the performance tables

The funds that had the lowest maximum drawdowns in the financial crisis have yet to be overtaken by riskier peers that might have rallied harder after bigger losses.

In numbers: Opportunities in sustainable investing

With a handful of key stats, Pictet sums up the “green-backed” opportunities in renewable energy and other areas of environmental investing.

Alex Wright: Unlocking the value in UK equities in 2020

Fidelity Special Situations manager Alex Wright asks what the coming year will hold for the “unloved” UK stock market.

Why you’ll need a good core of active funds going forward

T. Rowe Price’s Yoram Lustig explains why investors should no longer consider passive investments a risk-free way to access markets.

Four reasons investors need to think small when it comes to income

Gresham House’s Brendan Gulston explains why investors need to look beyond the large cap income staples which could be holding their portfolios back.

Five ‘counter-trend’ funds for 180-degree turnaround in the market

Premier Miton Investors’ Simon Evan-Cook highlights a number of funds that could start to outperform if some of the longstanding market trends begin to unravel.

Why the 60/40 model will not last into the 2020s

Question marks over the role played by bonds in a portfolio have led some to suggest that the traditional asset allocation model is no longer fit for purpose.

Is high yield the next step for income-starved bond investors?

Adam Lewis warns investors who may be tempted by the high yield sector that its risk profile has more in common with equities than bonds.

How meeting with companies can unlock hidden alpha

Phil Harris, manager of the EdenTree UK Equity Growth fund, explains why meeting with company management is so important and how it helps identify ' super growth' opportunities.

Rathbones’ Smith: Oh! Jeremy Corbyn 2.0

Ed Smith, head of asset allocation research at Rathbones, examines the implications of Labour’s “radical” manifesto ahead of the 2019 general election.

Fidelity launches water fund in UK after original strategy takes $1bn in a year

The Fidelity Sustainable Water & Waste fund will be managed Bertrand Lecourt after the Luxembourg-domiciled original had a strong first year.

Don’t be scared of domestic-focused UK companies, say Unicorn’s Mackersie and Moon

Unicorn Asset Management’s Fraser Mackersie and Simon Moon explain why they have moved to an overweight in domestically focused UK companies despite the sector remaining out of favour.

Robin McDonald: Why index funds are now the riskiest part of the stock market

The Schroders head of multi-manager explains why he thinks a decade of ultra-loose monetary policy has made index-tracking strategies riskier than many would suspect.

Why equity income investors need to beware of sterling ‘risk’

Kepler Trust Intelligence’s Callum Stokeld explains the impact sterling appreciation could have on UK equity income strategies and how investment trusts could mitigate any rise.

Square Mile’s Hasler: Low costs shouldn’t be the only reason investors choose passives

Investors need to consider more than just costs when deciding which type of strategy best meets their needs, says fund research expert Victoria Hasler.