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Funds News

Does the Baillie Gifford philosophy also work in the bond market?

One way the £1.3bn Baillie Gifford Strategic Bond fund has managed to beat the bond market is by simply lending to the businesses of the future.

How the world’s oldest investment trust is setting up for 2021

F&C Investment Trust manager Paul Niven explains the recent changes to the portfolio’s allocation and the macro outlook informing them.

What does the post-Covid consumer want to buy?

Artemis’ Simon Edelsten looks at the changing nature of consumer preferences and asks how this might change as the world emerges from the coronavirus pandemic.

Is now the time to move on these historically cheap trusts?

Trustnet searched across the AIC sectors to find the investment trusts that are trading on a historically attractive discount compared to five years ago and that have still maintained performance.

Five funds to bet on the return of beer

Whether it’s through breweries or a pub chains, Bestinvest’s Jason Hollands shares five funds where the managers are backing the return of beer.

Baillie Gifford’s Douglas Brodie named Best Alpha Manager

The winners of the 13 categories in the 2021 FE fundinfo Alpha Manager Awards have been announced, with Baillie Gifford taking four of them home.

Invesco’s Paul Causer and Paul Read to retire after 26 years

The managers have built up a highly successful fixed income team at Invesco.

The books that inspire Schroders’ Value Investment team

The next instalment of the Investor’s Bookshelf series features titles the Schroders Value Investment team have drawn insights, lessons and inspiration from.

Inflation jumps above Bank of England’s 2% target

The latest data from the Office for National Statistics shows a rise in the consumer prices index (CPI), tipping inflation over the Bank of England’s target rate.

Why Liontrust’s Storm Uru isn’t backing Tesla in the EV battle

Manager Storm Uru lays out his case on why Tesla is not the best way to access the electric vehicle theme and which stock is a better option.

Six charts showing just how bullish fund managers are

The latest Bank of America Global Fund Manager Survey found that asset allocators continue to position portfolios for above-trend economic growth and inflation.

Darius McDermott: Are we at an inflection point for Japanese equities?

Chelsea Financial Services’ Darius McDermott examines fund managers’ reasons why Japanese equities could be approaching a tipping point after being overlooked by investors for so long.

Baillie Gifford to reopen £6.4bn Diversified Growth fund with lower fees

The Baillie Gifford Diversified Growth will re-open after being closed for capacity reasons, while cutting its management charge by 10 basis points.

The top-performing UK funds that are less expensive than their peers

After looking at the top-performing funds in the IA Global sector with the lowest ongoing charges figures, Trustnet now examines the three UK sectors.

The UK equity fund beating all of its peers

Trustnet asked James Baker, manager of the £1.5bn MI Chelverton UK Equity Growth fund, how he has managed to outperform all of his peers in the sector despite changing and challenging market conditions.

David Jane’s two new growth themes for investors to watch

Premier Miton’s David Jane highlights two relatively off-the-radar themes that he has recently been building exposure to in his multi-asset funds.

What the Assessment of Value process is missing

SVM Asset Management’s Colin McLean discusses the challenges and opportunities of Assessment of Value for funds.

Two ETFs that any investor could use as a satellite

Whether it’s a theme or a future trend, investors could turn to these ETFs for a useful satellite option within their portfolio.