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Fund and manager news

All the latest news on funds, ITs and ETFs

Investment trusts: are you ready for another tantrum?

by Gavin Lumsden on Sep 23, 2014 at 11:55

How investment trusts are preparing for a rise in interest rates.

Electra hits back at Sherborne's ‘exuberant’ claims

by Dylan Lobo on Sep 22, 2014 at 15:29

Electra Private Equity and Sherborne Investors are locked in a war of words ahead of an extraordinary general meeting on 6 October.

Investment trusts for the emerging markets recovery

by Gavin Lumsden on Sep 22, 2014 at 11:26

Shares in global emerging market investment trusts are kicking back after a period in the doldrums. Which should you choose?

Tesco tumbles on probe into overstated profits

by Daniel Grote, Dylan Lobo on Sep 22, 2014 at 09:28

Supermarket suspends executives as it warns market first-half profits were overstated by £250 million.

Tulloch disappointed at 'no' vote on Scottish independence

by David Sandham on Sep 19, 2014 at 16:12

Fund manager Angus Tulloch says the Scottish referendum was a 'great day for democracy' even if independence wasn't achieved.

'Sweet spot' for markets after Scottish 'no'

by Daniel Grote on Sep 19, 2014 at 13:02

Relieved fund managers and analysts believe the FTSE 100 can now march upwards for the rest of the year.

Happy birthday to Investment Trust Insider!

by Gavin Lumsden on Sep 18, 2014 at 16:46

Welcome to the twelfth issue of our investment trust e-zine. We've a bumper edition looking at emerging markets and Top Trusts!

M&G's Woolnough: don’t worry about bond liquidity or Europe

by Robert St George on Sep 17, 2014 at 13:47

Richard Woolnough, manager of the giant M&G Optimal Income fund, dismisses fears about bond markets and deflation in Europe.

Jourdan: why Scotland should have had two votes

by Gavin Lumsden on Sep 16, 2014 at 17:22

Edinburgh-based fund manager Paul Jourdan says a two-stage referendum would have been better for Scotland and the United Kingdom.

Woodford: the 'extraordinary' upheaval from Scotland

by Dylan Lobo on Sep 15, 2014 at 15:53

Fund manager Neil Woodford says the UK has crossed a constitutional Rubicon and will suffer an economic slowdown.

Schroder UK Growth launches new manager search

by Daniel Grote on Sep 15, 2014 at 12:26

Analysts tip a possible switch to former manager Richard Buxton as SDU prepares for a 'beauty parade' after Julie Dean's departure.

Tineke Frikkee: Stan Chart is its cheapest in a generation

by David Campbell on Sep 12, 2014 at 16:30

Standered Chartered is the cheapest it has been since the Asian crisis and HSBC not far behind it, says Frikkee.

Why Hawksmoor caught the 'falling knife' of Tesco

by James Phillipps on Sep 10, 2014 at 14:52

Tesco is in the throes of a classic ‘three-pronged profit warning’, says Hawksmoor’s Jim Wood-Smith but he's backing the supermarket's recovery under its new boss.

Ruffer: the Japan love affair didn’t last long, did it?

by Robert St George on Sep 10, 2014 at 14:38

Managers of the £325 million Ruffer investment trust continue to express optimism about Japanese shares, despite the wider investor flight from them.

How independent Scotland could impact your portfolio

by Daniel Grote on Sep 09, 2014 at 14:45

Falling utility stocks and tumbling sterling have already provided hints of the impact, but what else could be round the corner?

Scottish American's new man makes his mark

by Jennifer Hill on Sep 09, 2014 at 12:01

Dominic Neary took over investment trust in February and has made a number of changes.

Schroder UK Growth rocked by Julie Dean departure

on Sep 08, 2014 at 11:13

Top-rated UK fund manager Julie Dean is to leave Schroders after less than 18 months with the group.

5 shares the pros are buying and selling

by David Campbell, Robert St George on Sep 08, 2014 at 05:01

A roundup of trades by professional investors. This time we look at Chaarat Gold, Paddy Power, Superglass, Brewin Dolphin and Empresaria.

How to position your portfolio for an interest rate rise

by Jennifer Hill on Sep 06, 2014 at 09:00

With most experts predicting an interest rate rise late this year or early next, here's how fund managers are preparing their portfolios.

The cost of investing: what the Woodford saga shows

by Gavin Lumsden on Sep 05, 2014 at 17:14

Skandia, the investment group, has inadvertently shone a light into how the cost of investing adds up whether you take advice or buy direct. 

Q&A: what is Draghi doing and will it work?

by Daniel Grote on Sep 05, 2014 at 11:15

TLTROs, ABSs and 'covered bonds'? The language used by central bankers can be confusing, so here we explain how the latest European stimulus action actually works.

Woodford's 'right hand investment man’ leaves after four months

by Robert St George on Sep 04, 2014 at 16:25

Russell Harrop has become the first senior departure from Woodford Investment Management, leaving his position as an investment strategist for the star manager.

ECB cuts rates again in bid to lift fragile eurozone

by Daniel Grote on Sep 04, 2014 at 13:53

The European Central Bank has cut interest rates for the second time in three months in a bid to boost the eurozone's fragile economic recovery.

Threadneedle's Brazier gets his alpha male chance at Investec

by Gavin Lumsden on Sep 04, 2014 at 11:08

Simon Brazier, the Citywire A-rated Threadneedle fund manager, is taking a team to Investec to run high energy 'alpha' funds.

Invesco cuts fees on Barnett and Mustoe’s trust

by Robert St George on Sep 03, 2014 at 12:51

Invesco Perpetual lowers charges on UK and global income shares portfolios in Select Trust investment trust.

Nimmo seeks renewal after SLS's 'prodigious' slump

by Daniel Grote on Sep 02, 2014 at 13:30

Once the decade's best-performing UK fund, Standard Life UK Smaller Companies investment trust has fallen from grace.

AA-rated Martin shuns momentum to skirt 'mid cap' malaise

by Eleanor Lawrie on Sep 01, 2014 at 15:57

Neptune UK Mid Cap manager Mark Martin has been trimming position in Irn-Bru manufacturer AG Barr ahead of Scottish independence vote.

When and why to buy a fund: 6 factors the pros weigh up

by Jennifer Hill on Sep 01, 2014 at 15:27

Multi-managers are paid to find the best funds for their investors. Here they explain what they need to see to convince them to buy.

Standard Life switches managers on host of Ignis funds

by Daniel Grote on Sep 01, 2014 at 14:10

Standard Life Investments has appointed its own managers to 15 funds it has taken on as part of Ignis takeover.

Neil Woodford sells the only bank he trusted

by Dylan Lobo on Sep 01, 2014 at 10:59

Star fund manager says ballooning fines for banks mean investment case for HSBC has changed.

Angus Tulloch in fresh rallying cry for Scottish independence

by Daniel Grote on Aug 28, 2014 at 15:23

First State's veteran Asia fund manager makes another foray into debate on independent Scotland.

Vanguard cuts tracker and ETF costs in passive price war

by Daniel Grote on Aug 28, 2014 at 13:03

Move means fund group now offers joint-cheapest physical ETFs accessing US, UK and emerging markets shares.

Under pressure Electra cuts stake in Premier

by Gavin Lumsden on Aug 27, 2014 at 15:10

Electra Private Equity, the investment trust fighting off activist Edward Bramson, reduces its stake in Premier Asset Management.

Why I'll forgive misfiring Ruffer... for now

by James Carthew on Aug 27, 2014 at 14:23

Citywire columnist James Carthew weighs up his holding in underperforming Ruffer Investment Company.

Artemis appoints third manager on flagship Income fund

by James Phillipps on Aug 26, 2014 at 11:04

Analyst Nick Shenton promoted to co-manager to help Adrian Frost and Adrian Gosden on the £6.8 billion Artemis Income fund.

Gervais Williams: Quindell's business is fine, but I'm worried

by Robert St George on Aug 25, 2014 at 00:01

Citywire AA-rated manager Gervais Williams is happy with Quindell's business but says the impact of the falling share price should not be dismissed.

JOHCM pair: only tech boasts 'three green lights' to invest

by Chris Sloley on Aug 25, 2014 at 00:01

Only technology passes all three tests for JOHCM Global Select managers Christopher Lees and Nudgem Richyal.

The investment trust weathering the storm for smaller companies

by James Carthew on Aug 25, 2014 at 00:01

Smaller companies have endured a difficult year, but not all 'small cap' investment trusts have suffered.

6 shares the pros are buying and selling

by David Campbell, Robert St George on Aug 25, 2014 at 00:01

A roundup of trades by professional investors. This time we look at The Restaurant Group, PayPoint, Restore, Arrow Global, Enquest and RWS.

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