Funds & Fund Managers
James Carthew: has China’s transformation been overlooked?
After a stellar year for investment companies that focus on Chinese equities, investors could be forgiven for wondering whether the party could soon be over.
Lindsell Train: the ‘ten-bagger’ trust with a nine-year future?
Nick Train’s highly rated global investment trust notches up another successful 12 months, achieving ten-fold rise in its shares over 17 years. Concern about succession issues at its fund manager continue to worry chairman Julian Cazalet, however.
Canaccord: ‘buy’ Fidelity China after another excellent year
Canaccord Genuity analyst Alan Brierley abandons long-standing caution on Fidelity China Special Situations, upgrading highly geared trust to ‘buy’ from ‘hold’ after another impressive year of performance.
Investors pile into 5% yielding HICL Infra on four-year low
Interactive Investor customers pounce on former income stalwart, pushing high-yielding investment company into top 10 of platform’s most-bought funds.
Shin Nippon: Japanese small cap boom has further to go
A combination of positive dynamics have created an environment where Japanese smaller companies can thrive, according to Baillie Gifford Shin Nippon's Praveen Kumar.