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Fund and manager news

All the latest news on funds, ITs and ETFs

Giles Hargreave: 5 small caps to weather Brexit

by Giles Hargreave on Oct 27, 2016 at 05:01

Citywire AA-rated manager of Marlborough Special Situations fund highlights a handful of resilient smaller company stocks.

Woodford: don't worry about pound (look to the dollar)

by Charles Walmsley, Gavin Lumsden on Oct 25, 2016 at 13:30

Sterling's slide is not a worry, says fund manager Neil Woodford as he considers protecting his fund from a fall in the US dollar.

Henderson expands remit of blockbuster 'absolute return' funds

by Chris Sloley on Oct 25, 2016 at 08:00

Henderson Global Investors doubles the amount managers of its big absolute return funds can invest outside the UK. 

Hugh Yarrow: mid-cap stocks we bought after Brexit

by Danielle Levy on Oct 24, 2016 at 08:00

AAA-rated co-manager of £1 billion Evenlode Income fund says sell-off in FTSE 250 stocks created investment opportunities. 

Accumulator: grizzly gilts bear good and bad news

by Danielle Levy on Oct 21, 2016 at 13:58

A sharp sell-off in government bonds pushed yields to their highest level since the referendum. What does this mean for investors?

Saudi’s big bond has investors scratching their heads

by Terri-Ann Williams, Chris Sloley, Dalvinder Kular, Gavin Lumsden on Oct 21, 2016 at 07:05

Record $17.5 (£14.3) billion bond sale by Saudi Arabia says a lot about the petro-state and investors’ desperate search for income.

Sweet 16: good value investment trust winners!

by Michelle McGagh, Gavin Lumsden on Oct 20, 2016 at 14:26

Analysts at Canaccord Genuity identify 16 investment trusts with lower charges and better performance than equivalent open-ended funds. 

Mid-cap alerts mar FTSE cheer after US debate

by Gavin Lumsden on Oct 20, 2016 at 11:28

Profit warnings punish FTSE 250 stocks as economic clouds increase investor caution before European Central Bank statement.

No such thing as a UK ‘blue chip’, says AA-rated Russ

by Chris Sloley on Oct 20, 2016 at 10:19

Liontrust European Income manager suggests UK investors can no longer rely on blue chips to deliver performance.

Troy reaches for global yield with income fund for Harries

by Danielle Levy on Oct 17, 2016 at 07:00

Troy Asset Management has launched a global income fund for ex-Newton Global Income manager James Harries.

Investment Trust Watch: Hawksmoor's Brexit bargains

by Gavin Lumsden on Oct 14, 2016 at 18:19

This week we look at the trades a pair of professional investment trust investors undertook in the chaotic post-Brexit vote market.

Fidelity’s Wright spies pension deficit opportunity

by Jonathan Yarker on Oct 14, 2016 at 07:23

Some companies with big pension deficits have been over-sold, providing opportunities for UK value investor Alex Wright.

TR European battles Brexit discount with buybacks

by Michelle McGagh on Oct 14, 2016 at 07:00

TR European Growth investment trust is enjoying a post-referendum rally after launching its first share buyback in three years.

Finsbury Growth prepares to join £1bn trust club

by Gavin Lumsden on Oct 13, 2016 at 17:17

Nick Train's Finsbury Growth & Income trust has marked its approaching £1 billion market valuation with a small cut in fees. We look at the club it's joining. 

Daniel Godfrey to launch 'The People's Trust'

by Gavin Lumsden on Oct 13, 2016 at 08:06

Former Investment Association boss reveals name of new investment trust he hopes will challenge the fund management industry.

Bank of Japan: the world's biggest ETF investor

by Robert St George on Oct 12, 2016 at 00:01

Japanese markets have been thrown into uncertainty by the Bank of Japan’s £46 billion annual investment in exchange-traded funds.

Aberdeen launches fund for the bond bears

by Dylan Lobo on Oct 11, 2016 at 08:45

Aberdeen Short Dated Corporate Bond fund to offer investors a defensive option as 30-year bull market in bonds draws to a close.

Why courage is key for contrarian investing

by Shunil Roy-Chaudhuri on Oct 11, 2016 at 07:00

Three fund managers discuss what it takes to be a successful investor and the pros and cons of going against the market.

PassiveBeat: how to bet on a recovery in banks

by Kiril Nikolaev on Oct 10, 2016 at 08:00

Think beaten-up banking stocks are due a rebound? Here's how to make your move via exchange traded funds (ETFs).

FTSE races towards record high as pound drops

by Daniel Grote on Oct 07, 2016 at 11:28

FTSE 100 eyes all-time high, boosted by fall in pound, still heavily down on the day despite recovery from overnight 'flash crash'.

Henderson Diversified eyes UK transfer after tax changes

by Gavin Lumsden on Oct 07, 2016 at 10:16

Henderson Diversified Income wants to ditch its offshore bases in Jersey and Luxembourg and re-launch as a UK investment trust.

Asset allocation: time to dump bonds?

by Daniel Grote on Oct 06, 2016 at 13:45

With bonds offering ultra-thin yields and behaving more like shares, experts question whether they deserve to be in investors' portfolios.

Mark Barnett to hand over Invesco Select investment trust

by David Campbell on Oct 05, 2016 at 15:26

Citywire AA-rated Mark Barnett is to stand down from the trust after a decade of running its UK equities portfolio.

New-look Selftrade could seal Equiniti deal for Woodford

by Gavin Lumsden on Oct 05, 2016 at 13:13

Neil Woodford-backed Equiniti plans to rename and relaunch Selftrade DIY investment platform it bought two years ago.

Why stocks yielding 6% should raise a red flag

by Michelle McGagh on Sep 30, 2016 at 11:37

High and flat dividends are not what income investors should be aiming for, even in a world of low growth.

How I clawed back the emerging markets crash

by Sean Butters on Sep 30, 2016 at 11:01

Taiwan's 'serious dividend culture' is one factor helping JPMorgan Global Emerging Markets Income recover from a tough period, says manager Omar Negyal.

Former star manager charged with insider dealing

by Dylan Lobo on Sep 29, 2016 at 12:08

Mark Lyttleton, former star UK fund manager at BlackRock, has been charged with insider dealing by the Financial Conduct Authority.

Woodford and Barnett take £200m hit on Capita crash

by Daniel Grote on Sep 29, 2016 at 10:23

Star fund managers see Capita stakes lose quarter of their value as outsourcing group issues shock profit warning.

FTSE rebounds on Deutsche Bank relief

by Daniel Grote on Sep 28, 2016 at 10:29

Clouds over banking sector show signs of lifting after Deutsche Bank dismisses state aid claims and sells insurer.

Brough gets a helping hand on Schroder UK Mid Cap trust

by Dylan Lobo on Sep 27, 2016 at 12:46

Former Hargreave Hale analyst Jean Roche joins Andy Brough on Schroder UK Mid Cap after Rosemary Banyard's departure last year.

Emerging markets recover, but now for the hard part

by Michelle McGagh on Sep 27, 2016 at 12:00

Emerging markets have been strong performers this year, but now corporate earnings need to improve, say investment trust managers.

Will there be JAM tomorrow after the US election?

by James Carthew on Sep 27, 2016 at 09:53

Investment trust expert James Carthew looks at the record of JPMorgan American (JAM). 

Standard Life Investments to reopen £2.6bn property fund

by Dylan Lobo on Sep 26, 2016 at 15:22

UK Real Estate fund was the first of many to suspend dealing after the Brexit vote took its toll on the property sector.

Why 'expensive defensives' are running out of road

by Gavin Lumsden on Sep 26, 2016 at 07:00

Global consumer stocks have fuelled impressive dividend growth with debt and share buybacks, which is no longer sustainable. 

Jupiter UK Growth bruised but bullish after Brexit vote

by Daniel Grote on Sep 23, 2016 at 11:20

Steve Davies says shares in some of his UK-focused stocks could rally 50% in two years after taking a big hit from the Brexit vote.

AIM in the crosshairs: does the index hit the target?

by Rob Griffin on Sep 21, 2016 at 11:44

AIM has had spectacular successes and shocking failures but it still offers opportunities to investors in search of high-growth companies

Terry Smith doubles stake in his top performing fund

by Dylan Lobo on Sep 21, 2016 at 11:02

Smith has more than doubled his investment in his Fundsmith Equity fund to £200 million after selling his stake in Tullett Prebon.

Banks lead FTSE higher as Japan ramps up stimulus

by Daniel Grote on Sep 21, 2016 at 10:20

Banks rise to top of FTSE 100 as more stimulus efforts from Japan buoy risky assets globally.

Burberry and Tesco lead FTSE higher ahead of Fed

by Daniel Grote on Sep 20, 2016 at 15:48

New clothes collection sparks clamour for Burberry shares while signs of turnaround at Tesco encourage investors.

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