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Fund and manager news

All the latest news on funds, ITs and ETFs

Top 10 most highly geared equity investment trusts

by Daniel Grote on Apr 24, 2014 at 08:40

The ability to borrow to invest is a key feature of investment trusts and companies but it can be a double-edged sword.

Hard acts: do fund managers suffer the Moyes effect?

by Daniel Grote on Apr 23, 2014 at 14:30

Following in the footsteps of a great manager can be tough task, as David Moyes' experience at Manchester United shows.

Six best ideas from a top European fund manager

by Wealth Manager Team on Apr 23, 2014 at 10:00

Stuart Mitchell, manager of the SWMC European fund, identifies his high-conviction investments.

Investment Trusts: the ultimate challenge of liquidity

by Gavin Lumsden on Apr 23, 2014 at 09:00

Why liquidity is important and which investment trusts are in the top and bottom 10 of being easy or difficult to trade.

Mobius warns over Brazil’s rapid housing expansion

by Chris Sloley on Apr 22, 2014 at 10:30

Emerging market veteran says growth in Brazil is welcomed but programmes are raising household debt levels.

Look beyond London to take the commercial property prize

by Max Skjönsberg on Apr 22, 2014 at 09:30

There is a revival of interest in commercial property, which is offering attractive yields, but fund manager Don Jordison is among those warning investors to buy wisely and leave prime central London to the oligarchs.

Investment Trusts: the deal with discounts

by Gavin Lumsden on Apr 22, 2014 at 09:00

Investment trusts have hard and soft ways to prevent their shares falling below net asset value. Unfortunately, they don't always work.

Fund Fees: the heat is on these four trust sectors

by Gavin Lumsden on Apr 21, 2014 at 08:00

Investment trusts in the Japan, Asia Pacific, Global Emerging Markets and Technology sectors look most exposed in the debate about charges.

Fund Fees: charge of the IT brigade

by Gavin Lumsden on Apr 18, 2014 at 08:00

Over 40 investment trusts have cut charges or performance fees in a bid to remain competitive against unit trusts. Has your trust moved with the times?

Franklin drops Templeton name from 15 funds

by Robert St George on Apr 17, 2014 at 16:08

Firm insists 'investment philosophies and management strategies have not changed in any way'.

BlackRock shuts Evy Hambro’s small company mining fund

by Robert St George on Apr 17, 2014 at 15:55

Firm says small Mining Opportunities fund suffered large withdrawals by investors and had shrunk below £1 million.

Diary of a Dumb Investor: I'm Russian for returns

by Dumb Investor on Apr 17, 2014 at 15:01

I'm making what could be my most adventurous investment yet, braving the Crimean crisis to buy a Russian investment trust.

Why I'm keeping a beady eye on Mobius

by Gavin Lumsden on Apr 17, 2014 at 12:04

Mark Mobius' Templeton Emerging Markets (TEM) investment trust looked attractive as I prepared Citywire's Top Trust portfolio.

Bill McQuaker: 3 funds for big company returns

by Daniel Grote on Apr 16, 2014 at 15:18

Funds expert Bill McQuaker picks his favourite funds investing in big household names.

European QE could boost emerging markets, says Sarasin

by Robert St George on Apr 15, 2014 at 12:52

Guy Monson of Sarasin & Partners explains why money printing in Europe could turn the tide in emerging markets' favour.

UK's 'great unsung' ethical firms will make you money

by Robert St George on Apr 15, 2014 at 12:08

Chris Wright, the Citywire AAA-rated manager of the Premier Ethical fund, says cynics are wrong to dismiss ethical investing.

Beagles & Lowen sell Aberdeen shares 'reluctantly'

by Chris Sloley on Apr 14, 2014 at 15:42

JOHCM's James Lowen and Clive Beagles made several changes to their UK Equity Income fund last month in response to market uncertainty.

Annuity shake-up could boost demand for investment trusts

by Max Skjönsberg on Apr 14, 2014 at 13:25

Fund management group BlackRock thinks the Budget's pension reforms could increase pensioners' use of investment trusts.

Ruffer dismisses Japan naysayers

by Robert St George on Apr 10, 2014 at 15:29

Managers of the Ruffer investment trust argue that the case for Japan has not been dented by the country’s consumption tax rise.

Star bond manager slashes shares exposure

by Matthew Goodburn on Apr 09, 2014 at 13:13

Richard Woolnough says shares no longer at the ‘ridiculously cheap’ levels they reached last year and believes investors have become too pessimistic about bonds. 

David Kempton: why I've turned to risky growth stocks

by David Kempton on Apr 08, 2014 at 15:49

Experienced private investor is turning to risky growth stocks as share prices elsewhere become prohibitively expensive.

Top fund manager says cheap Russia now a 'frontier' market

by Chris Sloley on Apr 08, 2014 at 12:23

Citywire AAA-rated manager Matt Linsey believes Russia offers an intriguing alternative to frontier markets favourite Nigeria.

Bond managers warn against complacency amid low defaults

by Max Skjönsberg on Apr 08, 2014 at 12:07

Global default rates may be low, but that should not blind investors to the risk of companies issuing high-yield bonds going bust, according to fund managers.

Why a star loan investor is reshaping his fund

on Apr 07, 2014 at 10:29

Geoff Miller, chief executive of GLI Finance, explains how and why he is reshaping a portfolio that has delivered exceptional returns.

The growth story in California's Big Data and tech stocks

by Matthew Goodburn on Apr 07, 2014 at 10:00

San Francisco's cutting-edge technology, media and healthcare companies are in expansionary mode, reports Matt Goodburn.

Where did active funds beat trackers last year?

by Robert St George on Apr 04, 2014 at 13:39

Analysis in the US suggests actively-run funds did best against passive funds when picking medium-sized, 'mid cap' stocks.

Should Invesco drop names of Woodford's old funds?

by Gavin Lumsden on Apr 04, 2014 at 12:53

Neil Woodford's biggest fund at Invesco Perpetual is changing sector, proof that investment income wasn't what the star was all about. 

St James's Place shifts £3.5bn funds to Neil Woodford

by Gavin Lumsden on Apr 03, 2014 at 16:23

The St James's Place financial sales force deals a blow to Invesco Perpetual as it tries to cope without former star Neil Woodford.

Ignis ups commercial property forecast return to 15.5%

by Dylan Lobo on Apr 03, 2014 at 12:21

Fund manager George Shaw says demand for offices and shops is underpinned by solid UK economic data and an improving global economy.

Shiozumi: Japan isn’t even halfway through its bull market

by Robert St George on Apr 03, 2014 at 11:10

Legg Mason manager claims Japanese stocks should return 10%-15% this year and next.

7% yielding GCP Infrastructure turns down £20m

by Gavin Lumsden on Apr 03, 2014 at 08:19

Stephen Ellis, manager of GCP Infrastructure, explains why the investment company curbed a fund raising at £80 million last month. 

Convertibles: bonds that let you invest in exciting companies!

by Gavin Lumsden on Apr 02, 2014 at 14:32

Convertibles are bonds that can turn into shares at maturity. Antony Vallee of JP Morgan Asset Management explains their appeal. 

Gervais Williams trust looks to cut costs with £50m fundraising

by Robert St George on Apr 02, 2014 at 11:10

The Diverse Income Trust managed by Gervais Williams is eyeing plans to raise £50 million in order to cut its premium and costs.

Investors pull out of US and Asia funds

by James Phillipps on Apr 02, 2014 at 10:59

Investors are moving out of North America and Asia funds at a record pace, new figures show.

Technical Analysis: how to use a 'cup and handle' to buy funds

by Gavin Lumsden on Apr 01, 2014 at 09:01

Stephen Sutherland, author of 'How to make money in ISAs and Sipps', discusses a technique for deciding when to buy a fund.

House builders have further to go, says Mercantile

by David Sandham on Mar 31, 2014 at 16:56

House builders are not yet near the top of their cycle, says Guy Anderson, co-manager of the Mercantile investment trust.

Alliance Trust hopes rest on Di Bon to revitalise performance

by Max Skjönsberg on Mar 31, 2014 at 08:00

Fund manager Ilario Di Bon has overhauled the £2.6 billion Alliance Trust but will performance of the global trust improve before activists strike?

Many Euro stocks could blow up in investors' faces

by Chris Sloley on Mar 28, 2014 at 10:00

Lee Freeman-Shor, manager of the Old Mutual European Best Ideas fund, compares some European stocks to hand grenades with their pins pulled out.

Why Germany doesn’t fear a Chinese slowdown

by Chris Sloley on Mar 28, 2014 at 09:30

Robert Smith, manager of the Baring German Growth Trust, expects demand for the country's goods to remain strong.

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