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Fund and manager news

All the latest news on funds, ITs and ETFs

What Mark Barnett has done since the UK election

by Jonathan Yarker on May 20, 2015 at 15:43

Invesco Perpetual's AAA-rated manager has taken advantage of UK political certainty, but remains wary about a EU referendum. 

Inflation: the problem hasn't gone away

by Gavin Lumsden on May 19, 2015 at 17:52

The Bank of England isn't as committed to fighting inflation as it used to be. With inflation in negative territory, this could be a good time for investors to buy protection.

Britain waves goodbye to inflation (for now)

by Jonathan Yarker, Gavin Lumsden on May 19, 2015 at 11:51

The UK has experienced deflation – or falling prices – for the first time since 1960, says the Office for National Statistics.

Woolnough: time for Fed to raise interest rates

by Jonathan Yarker on May 18, 2015 at 08:48

M&G Optimal Income bond fund manager warns that the US Federal Reserve needs to raise interest rates sooner rather than later.

All change at Fidelity Asian Values

by Gavin Lumsden on May 15, 2015 at 09:11

Analysts surprised Fidelity Asian Values didn't seek shareholder approval for switching its focus to smaller companies under its new fund manager Nitin Bajaj.

Winterflood drops Scottish Oriental Smaller Cos

by Gavin Lumsden on May 15, 2015 at 08:43

Winterflood analysts remove their recommendation for Scottish Oriental Smaller Companies as star fund manager Angus Tulloch prepares to end his long association with the fund.

Modi's magic and the India trusts that have benefited

by Jennifer Hill on May 15, 2015 at 08:00

Is it too late to spice up your portfolio with one of the three India investment trusts? Jennifer Hill investigates.

'Exceptionally bullish' Nick Train dismisses oil rally

by Daniel Grote on May 14, 2015 at 12:18

Finsbury Growth & Income manager says oil rally will prove short-lived, allowing low cost of energy to continue propelling shares higher.

Catch up with the 'Inbetweeners'

by Gavin Lumsden, Robert St George on May 14, 2015 at 00:01

Do the investment trusts launched between 2010 and 2013 deserve your time and money?

Mark Barnett: bond turmoil will hit share prices

by Gavin Lumsden on May 13, 2015 at 14:14

Fund manager explains why a US interest rate rise is a big challenge for the stock market in a half-year report for Keystone investment trust.

Investment trust performance fees: friend or foe?

by Robert St George on May 13, 2015 at 00:01

Healthy incentives or complex burdens? We reveal the best and worst of investment trust performance fees.

Investment Trust Insider issue 18 out now!

by Gavin Lumsden on May 12, 2015 at 08:36

Our latest issue reveals trusts with questionable performance fees, reviews the 'Inbetweeners' and assesses prospects for India funds.

House builders could face trouble from Tories

by Gavin Lumsden on May 11, 2015 at 17:36

Slim Tory majority spells danger for house builders says Neptune, while JPMorgan appeals for centrist policy.

Woodford ploughs £10m into rural broadband firm Gigaclear

by Daniel Grote on May 11, 2015 at 11:23

Neil Woodford increases his stake in Gigaclear, which was the first unlisted investment in his Equity Income fund.

6 shares the pros are buying and selling

by David Campbell on May 11, 2015 at 05:00

A roundup of trades by professional investors. This time we look at Home Retail, 1 Spatial, Fastjet, Walter Greenbank, Rightmove and Countrywide.

What the Tories' stunning victory means for shares

by Daniel Grote on May 08, 2015 at 13:16

Markets are jubilant following the election, but the shares jumping the most today may not be the long-term winners.

Woodford: decisive result doesn't dispel the uncertainty

by Gavin Lumsden on May 08, 2015 at 10:44

Election of a majority government is good for the economy but stock market euphoria may not last, warn Neil Woodford and other fund managers.

'Let the panic begin': McQuaker shelters from poll peril

by Daniel Grote on May 07, 2015 at 12:47

Henderson fund manager Bill McQuaker, wary of election 'bedlam' sparking a slump in the pound, looks for safety in big blue-chips.

TwentyFour prepares to launch UK Mortgages trust

by Danielle Levy, Gavin Lumsden on May 07, 2015 at 12:26

TwentyFour Asset Management looks to raise £200 million for a new investment trust that will buy portfolios of home loans.

Woodford & Gates back company seeking Ebola cure

by Gavin Lumsden on May 06, 2015 at 15:39

Fund manager Neil Woodford and Microsoft co-founder Bill Gates have invested $50 (£33) million in Cambridge-based biotech company Kymab.

BlackRock World Mining's Raw resurfaces at Barrick Gold

by Gavin Lumsden on May 05, 2015 at 16:55

Catherine Raw, former co-manager of BlackRock World Mining fund, joins the world’s biggest gold miner. Is it a case of 'out of the frying pan, into the fire'?

Diary of a Dumb Investor: I've made a huge mistake

by Dumb Investor on May 05, 2015 at 14:51

After selling one of my top performing stocks, I've watched in horror as it rallied to new highs. What have I done?

Don't believe election doom-mongers, says Lowen

by Danielle Levy on May 05, 2015 at 11:44

JOHCM UK Equity Income manager argues election uncertainty already priced in and will seize on jitters to buy more Lloyds shares. 

Top income manager sells Vodafone on dividend fears

by Jonathan Yarker on May 01, 2015 at 11:55

Citywire AAA-rated Martin Cholwill believes heavy costs and expensive acquisitions could put Vodafone payouts under pressure.

Fidelity reopens Alex Wright's UK Smaller Companies fund

by Daniel Grote on Apr 30, 2015 at 15:43

Fund group says now has capacity to reopen top-performing fund after new manager and analyst joined team.

Not everyone is a fan of Woodford Patient Capital

by Jonathan Yarker on Apr 30, 2015 at 11:57

Some wealth managers are wary of the hype that has surrounded Neil Woodford's new investment trust.

Shock as Alliance reveals £3m bill from Elliott fight

by Gavin Lumsden on Apr 29, 2015 at 15:45

Investors gasp with shock as Alliance Trust reveals how much was spent fighting US hedge fund at annual general meeting.

Battle Against Cancer trust buys Woodford Patient Capital

by Danielle Levy on Apr 29, 2015 at 09:48

The Battle Against Cancer fund has bought shares in Neil Woodford's new investment trust.

How to play Japan's Chinese tourism boom

by Danielle Levy on Apr 28, 2015 at 11:08

Nappies, toilet seats, knives, thermos flasks and rice cookers carry great significance for Japanese retailers right now.

Dividend cuts: where will the axe fall next?

by Jennifer Hill on Apr 28, 2015 at 08:00

After an earnings season that brought high profile dividend cuts, we examine which stocks could still be vulnerable.

Hargreaves Lansdown founders fall down Sunday Times Rich List

on Apr 27, 2015 at 15:52

We run through some of the big fund manager and financial services names in the Sunday Times Rich List.

4 shares the pros are buying and selling

by David Campbell on Apr 27, 2015 at 05:00

A roundup of trades by professional investors. This time we look at Flowtech Fluidpower, Harvey Nash, Fenner and Card Factory.

Spain can outstrip US growth, says GAM's Gallagher

by Chris Sloley on Apr 24, 2015 at 15:39

Spain is the star of the show in the European recovery, says fund manager Niall Gallagher, who believes its economy can grow faster than the United States.

Woodford Patient Capital: BlackRock and trust directors buy in

by Daniel Grote on Apr 24, 2015 at 13:01

Fund manager BlackRock snaps up 11% of trust while Woodford Patient Capital directors see stakes scaled back along with other investors.

BlackRock & Baillie Gifford fund Funding Circle

by Gavin Lumsden on Apr 23, 2015 at 15:52

Fund managers' fascination with alternative lending demonstrated by US peer-to-peer lender Funding Circle raising £100 million.

Terry Smith: why I am not an index hugger

by Gavin Lumsden on Apr 23, 2015 at 13:58

Terry Smith, Citywire AA-rated manager of the £3.5 billion Fundsmith Equity Fund, says why he thinks most fund managers have gone wrong.

Managers seek signs of Tesco turnaround after huge loss

by Jonathan Yarker on Apr 23, 2015 at 11:44

Fund managers draw some positives from Tesco's full-year results despite a huge £6.4 billion loss.

Bill Gross: German 10-year bund will be short trade of a lifetime

by Chris Sloley on Apr 23, 2015 at 09:30

Veteran bond investor tweets the need to bet against German government bonds some time, but just not yet.

The trust with bags of cash that's waiting for the crash

by Gavin Lumsden on Apr 21, 2015 at 16:46

Adam Ryan keeps his powder dry as he positions the BlackRock Income Strategies investment trust for a market correction. 

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