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Fund and manager news

All the latest news on funds, ITs and ETFs

4 shares the pros are buying and selling

by David Campbell, Selin Bucak on Mar 26, 2018 at 05:00

Our regular roundup of trades by professional investors, featuring Terry Smith’s latest buy.

Four shares the pros are buying and selling

by David Campbell, Selin Bucak on Mar 19, 2018 at 05:00

Our regular roundup of trades by professional investors, featuring Hargreaves Services, Ascential, Cabot Energy and Driver Group.

Terry Smith hints at plan to target smaller companies

by Daniel Grote on Feb 28, 2018 at 14:20

Citywire AAA-rated manager acknowledges size of £14 billion Fundsmith Equity fund puts companies outside of mega-caps out of reach.

4 shares the pros are buying and selling

by Michelle McGagh on Feb 19, 2018 at 05:30

Our weekly roundup of trades by professional investors, featuring Somero Enterprises, RhythmOne, Arrow Global and Pets at Home.

The funds that dived and thrived in the sell-off

by Daniel Grote on Feb 13, 2018 at 14:11

It's a month since the FTSE 100 hit its all-time high, and it's been downhill since. We round up how funds have performed.

4 shares the pros are buying and selling

by David Campbell, Selin Bucak on Feb 12, 2018 at 05:00

Our regular roundup of trades by professional investors, featuring Paddy Power Betfair, Mattioli Woods, Quarto and Tatton.

New Year cheer: 10 managers starting 2018 on a high

by Michelle McGagh on Jan 18, 2018 at 16:38

We highlight 10 fund managers rising up the Citywire ratings and starting the year on the front foot.

Six investment themes to look out for in 2018

by Danielle Levy on Jan 02, 2018 at 07:34

Global stock markets performed remarkably well in 2017 but are unlikely to be so kind this year, say fund managers.

Christmas crackers: 10 managers on the up this month

by Daniel Grote on Dec 19, 2017 at 17:18

Our regular roundup of the Citywire ratings takes a look at fund managers on the rise this festive season.

Watchdog: prove you're not taking 3% of our money!

by David Campbell on Dec 12, 2017 at 07:30

‘Arrogant and complacent’ fund managers bleeding UK pension schemes of £35 billion in covert charges a year, says man leading Financial Conduct Authority’s fee probe.

Baillie Gifford to close £10bn pension fund range

by Daniel Grote on Nov 10, 2017 at 16:29

Group switching savers into retail funds, giving private investors chance to access Scottish Mortgage strategy in an open-ended fund.

The active US fund that impressed a passive investor

by Michelle McGagh on Oct 27, 2017 at 10:34

Seven Investment Management is a big fan of index-tracking funds but it believes it has found one active fund that might beat the US stock market.

‘Active’ ETFs: fund managers jump on new bandwagon

by Rachael Revesz on Oct 25, 2017 at 09:41

‘Active’ exchange traded funds are not the contradiction they appear, but are they a good idea and how transparent should they be?

The property loan fund that won't surprise you with a lock in

by Michelle McGagh on Oct 24, 2017 at 15:18

A one-month notice period is just one of the things that make Luxembourg-based LendInvest Real Estate Opportunities a little bit different.

Weak pound continues to drive dividend bonanza

by Michelle McGagh on Oct 24, 2017 at 14:37

Income investors have struck gold this year as the lowly pound boosts the value of overseas income for UK companies. Don't expect the big increases to last, however.

Japan Q&A: why Abe’s victory cheers investors

by Gavin Lumsden on Oct 23, 2017 at 14:38

Shinzo Abe’s third election victory by no means solves Japan’s problems but it does again highlight value in its stock market.

Woodford buys ITV on 'compelling' valuation

by David Campbell, Dylan Lobo on Oct 20, 2017 at 07:39

Under pressure star fund manager Neil Woodford buys shares in ITV and sticks with recent poor performers Capita, AstraZeneca and Card Factory.

Income: dividend cover dives into dangerous waters

by Rob Griffin on Sep 12, 2017 at 09:59

Company profits are down but dividends to shareholders are up. The result? A further worrying decline in dividend cover for income investors.

Peter Hargreaves to pump £25m into new funds boutique

by Dylan Lobo on Sep 05, 2017 at 10:58

Co-founder of broker Hargreaves Lansdown is backing a new investment firm set up by former Artemis fund manager Stephen Yiu.

UK active vs passive: we crunch the numbers

by Robert St George on Sep 05, 2017 at 10:38

Shares in big companies like Provident Financial have plummeted. As index trackers have to own these, is now the time for active funds?

UK companies abandon quarterly reporting

by Danielle Levy on Sep 05, 2017 at 07:00

Is the City curing itself of short-termism? Fund managers welcome a sudden decline in FTSE 100 companies reporting results every three months.

UK’s corporate bond market takes off after Brexit

by Danielle Levy on Sep 01, 2017 at 11:25

Sterling corporate bond market has shrugged off fears after last year's Brexit vote with record five months of issuance, says Sajiv Vaid of Fidelity.

Hargreaves: the winners & losers on ‘Wealth 150’

by Gavin Lumsden on Aug 24, 2017 at 07:50

Hargreaves Lansdown analyses record of its influential 'best buy' fund list and reveals where its recommendations have done best and worst.

The stocks punishing Neil Woodford in a torrid year

by Daniel Grote on Aug 23, 2017 at 16:59

Provident Financial's collapse leaves fund manager Neil Woodford bottom of his sector over one year and outside top flight over three.

Woodford 'hugely disappointed' as Provident crashes

by Daniel Grote on Aug 22, 2017 at 15:18

Neil Woodford says Provident Financial will 'get back on track' as shares crash on FCA investigation, scrapping of dividend and departure of boss.

Liontrust poaches Kames Capital bond stars

by Gavin Lumsden, Yoosof Farah, James Phillipps on Aug 11, 2017 at 09:26

Liontrust, the specialist investment group, is to launch its first mainstream bond funds after lifting David Roberts and Phil Milburn from rival Kames Capital.

Woodford pick Purplebricks slips after BBC probe

by Danielle Levy on Aug 03, 2017 at 14:00

BBC investigation into consumer complaints dents soaring share price of online estate agent Purplebricks, backed by fund manager Neil Woodford.

Forget Super Thursday, when will the Bank sell its bonds?

by Michelle McGagh on Aug 02, 2017 at 12:44

M&G bond supremo Richard Woolnough believes a reversal of the post-Brexit vote cut in interest rates tomorrow will not be as dramatic as unwinding the Bank's corporate bond-buying spree.

AA share price crash latest blow to Neil Woodford

by Gavin Lumsden on Aug 02, 2017 at 07:11

Fund manager hit by third stock upset after AA Group fires executive chairman Bob Mackenzie for gross misconduct and lowers full-year forecasts.

BMO sets out to discover emerging market ‘small caps’

by Terri-Ann Williams on Aug 01, 2017 at 10:38

Recovery in emerging markets prompts BMO Global Asset Management to launch fund focused on smaller companies in world's fastest growing economies.

Threadneedle: we were ready for Brexit panic

by Danielle Levy on Jul 27, 2017 at 07:57

A year after property funds suspended trading Don Jordison remains ‘bitterly disappointed’ but says recovery has ‘embarrassed’ some investors.

Now is a ‘golden era’ of economic stability

by Michelle McGagh on Jul 18, 2017 at 09:49

M&G fund manager Eric Lonergan argues that the current economic backdrop is 'near perfection'.

Aviva Investors: why interest rate hikes will continue

by Danielle Levy on Jul 17, 2017 at 07:00

Federal Reserve chief Janet Yellen is scared of not raising US interest rates while Bank of England has become subtly more hawkish.

Cape shares soar 46% on French bid

by Gavin Lumsden on Jul 07, 2017 at 11:28

Oil services specialist accepts £332 million cash bid from Altrad Investment Authority, the latest example of overseas bidder exploiting weak pound.

The ‘disruption ready’ sectors investors should avoid

by Chris Sloley on Jul 07, 2017 at 09:51

French fund manager Gérard Moulin names sectors he expects to be challenged by new entrants exploiting technological change.

Small cap star Giles Hargreave's firm sells to Canada's Canaccord

by Dylan Lobo on Jul 06, 2017 at 08:47

Hargreave Hale, home to legendary smaller company investor Giles Hargreave, has been bought by Canaccord Genuity for £80 million.

Top Europe fund sticks with Google after record fine

by Danielle Levy on Jul 06, 2017 at 07:54

Star fund manager Richard Pease keeps Crux European Special Situations fund in Google and Aurelius, a German turnaround specialist under attack from short sellers.

Income Wharrier leaves BlackRock for Troy

by Gavin Lumsden on Jul 05, 2017 at 12:58

Troy Asset Management beefs up equity income team by poaching BlackRock's Mark Wharrier to be assistant manager on its popular Trojan Income fund.

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