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Funds News

The best and worst funds and trusts in February

China, technology and emerging markets were the best performing sectors last month.

Temple Bar’s Lance: ITV, Standard Chartered and Royal Mail could be takeover targets

“Ludicrous valuations” are attracting takeover bids, Temple Bar Investment Trust’s manager suggests.

Parents are more cautious with JISAs than their own ISAs

Data from interactive investor shows junior ISA accounts hold more cash than their parents' portfolios.

UK stocks getting snapped up at a rapid rate

Around two companies per week are being bid for, according to the data.

The turnaround this manager has waited a decade for

Pictet’s Sam Perry explains what’s driving the Japanese market.

Veteran fund manager Rob Burdett to leave Columbia Threadneedle

Head of the multi-management team Rob Burdett will leave the firm the firm with Kelly Prior and Scott Spencer.

Finding value in shifting fixed income markets

Elevated bond yield levels and an improving picture for investment grade bonds could augur well for global credit investors in 2024 despite heightened volatility and geopolitical risk.

The top-quartile US funds that weren’t afraid to stray from their benchmarks

Trustnet reveals which US funds delivered the best returns while diverging significantly from the S&P 500.

Keeping up with the Arnauds: How AVI Global invests alongside Europe’s wealthiest families

While other investors buy shares in LVMH, AVI Global invests alongside the family of Bernard Arnault, LVMH’s chairman and founder.

The five global funds that keep delivering the most bang for your buck

ESG strategies have the highest alphas in the IA Global sector.

RBC Brewin Dolphin's 12 funds for every kind of ISA investor

Rob Burgeman provides insights on a diverse set of funds suitable for various ISA investors.

The signs are there but you might have to wait for a UK recovery

UK companies are at attractive valuation levels, but will anything change that?

The most consistent UK bond funds of the decade

Royal London stands out for the consistency of its bond funds offering.

SJP shares nosedive as dividend is halved and complaints stack up

The firm has been forced to hold back cash to pay out overcharged clients.

Beware the UK’s version of the Magnificent Seven

This manager warns that the over concentration of the index in a few expensive names is not unique to the US.

Should you buy, hold or fold Bill Ackman’s Pershing Square investment trust?

The top-performing investment trust is trading at a wide discount, which has been steadily narrowing.

The five UK stocks ready for an adventure

Enid Blyton’s ‘Famous Five’, who would have relished a warm sausage roll from Greggs washed down with lashings of Fever-Tree ginger beer, are the inspiration for these stock picks.

Are the ‘Magnificent Seven’ losing their magic?

There was some good, a lot of bad and a few ugly results in the past few weeks.

Why the commodities supercycle ended with a whimper

Experts explain why physical assets have struggled in recent years after soaring in 2021 and 2022.

The US equity funds that have ticked (just about) all the boxes since 2021

Value outperformed in the IA North America sector but the growth style is catching up again.

TEMIT vs JPMorgan: Which emerging market trust is best?

Experts pick which of the behemoth investment trusts they would choose.

How currency has massively impacted portfolios in recent years

When equities and bonds were sinking ships in 2022, weak sterling calmed the storm. Now that global equity markets are rising, however, currency movements are exerting both headwinds and tailwinds, depending on the region.

Biotech continues to demonstrate dependable growth with a cyclical boost

Supported by long-term growth prospects and current market dynamics, we may be entering an opportune phase for the biotech sector.

The funds and trusts with the highest weightings to Nvidia

Trustnet reveals which funds have the largest allocations to Nvidia.

The case for and against owning gilts in 2024

Yields are attractive but is this enough to say investors?

The experts’ perfect fund pairings for global investing

Fund selectors reveal which strategies they would pick to build an allocation to global equities.