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Fund and manager news

All the latest news on funds, ITs and ETFs

Japan star blasts firms over ‘wastefully large’ cash holdings

by Chris Sloley on Jul 02, 2015 at 16:51

Citywire A-rated Hideo Shiozumi believes Abenomics is finally forcing Japan's companies to become more shareholder-friendly.

How Bell has kept Witan aloft against the tracker challenge

by Dewi John on Jul 02, 2015 at 12:56

Andrew Bell has revived Witan investment trust by quitting index tracking funds and using active fund managers instead.

House deposit dream turns under-30s on to ISAs

by Michelle McGagh on Jul 02, 2015 at 12:07

More younger people are investing in the stock market in a bid to build a house deposit and get their feet on the housing ladder.

The fund manager betting China's currency will fall

by Jonathan Yarker, Gavin Lumsden on Jul 01, 2015 at 16:59

James Clunie of Jupiter Asset Management thinks China may devalue the renminbi, a massive move that would rock stock markets.

Frontier funds: the new face of emerging markets?

by Jennifer Hill on Jun 30, 2015 at 00:01

Frontier markets have streaked ahead of emerging markets in recent years. What's driving the superior returns and can they last?

Richard Buxton: outlook for UK shares remains fantastic

by Dylan Lobo on Jun 29, 2015 at 12:15

Old Mutual's Richard Buxton believes a Conservative government will favour UK investors while the threat of a UK exit from the European Union will not happen.

New dawn for solar and wind investment trusts

by Robert St George on Jun 29, 2015 at 08:00

Changing government subsidies don't hurt renewable energy investment companies, although the high-income funds face other issues. 

Investment trusts: watching the directors

by Robert St George on Jun 26, 2015 at 08:00

More than eight in 10 investment trust directors own shares in the funds they serve. But does their share dealing tell us anything?

AAA-rated Reid backs insurers to ride out rising rates

by David Campbell on Jun 25, 2015 at 12:54

Majedie UK Income manager Chris Reid warns some dividend-paying stocks will be in for a 'kicking' as rates rise, but says insurers won't be among them. 

JPMorgan star picks Europe's earnings winners

by Daniel Grote, Luca Rossi, Katharine Xu on Jun 25, 2015 at 11:46

Citywire AA-rated John Baker runs through some of the stocks he believes will benefit from earnings growth in Europe.

Investment Trust Insider: issue 19 out now!

by Gavin Lumsden on Jun 25, 2015 at 11:27

Does director dealing help investors in investment trusts? Are 'frontier' funds the new face of emerging markets? And what do experts think of high yielding, renewable energy funds?

Woodford-backed challenger bank gets green light

by James Phillipps on Jun 24, 2015 at 14:38

Atom Bank, the challenger bank backed by Neil Woodford, handed licence by Bank of England.

Broker slaps a 'sell' warning on Woodford Patient

by James Phillipps on Jun 23, 2015 at 15:49

Brokers at Stifel say strong performance of shares in Neil Woodford-managed trust has rendered them expensive.

Does your income fund hold too much Glaxo?

by Gavin Lumsden on Jun 23, 2015 at 15:43

Too many UK equity income funds have faith in GlaxoSmithKline's ability to maintain its dividend, says a healthcare investor.

Star manager Ed Legget quits Standard Life to join Artemis

by Daniel Grote, Jonathan Yarker on Jun 23, 2015 at 15:13

Manager of Standard Life Investments' UK Equity Unconstrained fund is leaving to join Artemis, where he will take over from the retiring Tim Steer.

AA-rated Ben Stapley’s 6 top consumer stocks

by James Phillipps on Jun 23, 2015 at 05:00

Manager of the JPMorgan UK Strategic Growth fund picks six stocks to benefit from high levels of consumer confidence.

Expert View Special: our best ever AIM stocks

by Citywire on Jun 22, 2015 at 00:01

Leading smaller company fund managers pick their 10 favourite stocks from the Alternative Investment Market (AIM) on its 20th anniversary.  

Wind funds unruffled as subsidy scrapped a year early

by Gavin Lumsden on Jun 18, 2015 at 16:16

The government's decision to end the main wind farm subsidy next April sparks protests from developers but leaves renewable energy funds in the clear. 

Montanaro: why I don't invest in 'lobster pot' AIM

by Charles Montanaro on Jun 18, 2015 at 08:00

Fund manager Charles Montanaro explains why the 20-year-old Alternative Investment Market (AIM) is no stockpickers' paradise.

Giles Hargreave: lessons I've learnt investing in AIM

by Giles Hargreave on Jun 17, 2015 at 11:55

The Alternative Investment Market (AIM) is 20 years' old this week. Veteran investor Giles Hargreave reflects on the highs and lows.

Bond manager prepares to pounce on 'Grexit' turmoil

by Chris Sloley on Jun 17, 2015 at 11:20

Chris Bullock of Henderson Global Investors says a Greek exit from the euro could create a huge buying opportunity in high yield bonds.

Taxman opens up ISAs to P2P investment trusts

by Daniel Grote on Jun 16, 2015 at 13:01

Savers allowed to hold peer-to-peer lending investment trusts in their ISAs as part of government's alternative financing push.

Martin Currie Pacific hopes to catch the tide in Asia

by James Carthew on Jun 15, 2015 at 09:00

Will a name change be enough for Martin Currie Pacific to convince investors its approach to Asia is right, asks James Carthew?

Bruce Stout blames EM 'revulsion' for poor performance

by Danielle Levy on Jun 15, 2015 at 08:00

Murray International fund manager puts the trust’s recent underperformance down to investor ‘revulsion’ towards emerging markets.

We love investment trusts, stop hiding them away!

by Daniel Grote on Jun 12, 2015 at 08:00

We gathered 10 Citywire Money readers who have been won over by investment trusts. But why aren't advisers and fund supermarkets as keen?

Fund managers clash over China 'A-shares' delay

by Chris Sloley, Emily Blewett on Jun 11, 2015 at 07:00

MSCI’s decision to postpone adding Chinese mainland shares to its stock market indices has proved controversial.

FTSE snaps losing streak on hopes of Greek breakthrough

by Daniel Grote on Jun 10, 2015 at 16:59

FTSE 100 recovery gathers strength during day while European markets post strong gains on hopes of Greek breakthrough.

Is this the cheapest emerging market investment trust?

by Gavin Lumsden on Jun 10, 2015 at 12:44

JPMorgan Emerging Markets scraps its performance fee, shining a light on the charges paid by investors in emerging markets funds.

JO Hambro Capital hires F&C's Ulrich for UK Opps fund

by Selin Bucak on Jun 10, 2015 at 09:59

Citywire A-rated Michael Ulrich will team up with John Wood on the JOHCM UK Opportunities fund

Lindsell Train scraps gearing and revamps benchmark

by Daniel Grote on Jun 09, 2015 at 15:34

The Lindsell Train investment trust is scrapping gearing, arguing its size would make borrowing too costly due to EU regulations.

Pimco: prepare for more bond pain

by Gavin Lumsden on Jun 09, 2015 at 15:00

One of the world’s biggest bond fund managers says credit markets may avoid a total bloodbath but there's more volatility to come.

‘Woodford’s heir’ picks 10 top dividend growth stocks

by Daniel Grote on Jun 09, 2015 at 08:00

Citywire AA-rated fund manager Hugh Yarrow, dubbed a ‘potential heir to Neil Woodford’s crown’, picks 10 stocks for dividend growth.

Woodford Equity Income tops tables ahead of first birthday

by Daniel Grote on Jun 08, 2015 at 13:27

Neil Woodford set to celebrate first birthday of Woodford Equity Income with fund sitting at top of sector.

Legal & General names Hodges successor on £1.2bn bond fund

by James Phillipps on Jun 08, 2015 at 10:58

Omar Saeed will run £1.2 billion Legal & General Dynamic Bond Trust, after former manager Dickie Hodges quit last year.

Cheers! Diageo jumps on Brazilian billionaire bid reports

by Daniel Grote on Jun 08, 2015 at 10:28

Reports Brazil's richest man, Jorge Paulo Lemann, considering takeover bid send shares in drinks maker surging.

'Lower risk' film fund's losses leave investors fuming

by Jennifer Hill on Jun 08, 2015 at 08:00

Investors in an enterprise investment scheme marketed as lower risk by Octopus Investments have lost nearly half their money. 

Woodford Patient Capital flies into FTSE 250

by Daniel Grote on Jun 04, 2015 at 12:54

Neil Woodford's investment trust set for tracker boost after entering FTSE 250, while troubled BlackRock World Mining is relegated to 'small cap' status.

Merchants' Gergel worried by price of 'safe' stocks

by Jeff Salway on Jun 03, 2015 at 08:00

Merchants investment trust manager Simon Gergel says he is no longer comfortable with the price of 'safer businesses' like Reed Elsevier and the Daily Mail.

Harry Nimmo's trust launches 5% tender offer

by Gavin Lumsden on Jun 02, 2015 at 17:46

Standard Life UK Smaller Companies, the former top-performing investment trust, offers scheme to buy back investors’ shares.

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