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Fund and manager news

All the latest news on funds, ITs and ETFs

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.

Skandia switches £640m from Invesco to Woodford

by James Phillipps on Aug 22, 2014 at 14:26

Skandia closing versions of the Invesco Perpetual Income and High Income funds to move investors back to Neil Woodford.

Reynolds brands gold 'legalised Ponzi scheme'

by Eleanor Lawrie on Aug 22, 2014 at 07:00

Citywire AA-rated Gary Reynolds is sceptical of the precious metal, branding it ‘the biggest bubble of them all’.

New India manager Lim wary amid Modi euphoria

by Jennifer Hill on Aug 22, 2014 at 07:00

Adrian Lim is treading cautiously amid market elation prompted by the election of prime minister Narendra Modi.

5 top investment trust picks from wealth managers

by Daniel Grote on Aug 21, 2014 at 07:00

Five wealth managers reveal their favourite investment trusts they recommend to clients.

Wells Fargo backs clean energy to boom in China

by James Phillipps on Aug 21, 2014 at 07:00

Clean energy could grow into one of the biggest industries in China, according to Anthony Cragg.

Football investment: why I prefer Nick Train to 'El Tel'

by Gavin Lumsden on Aug 19, 2014 at 16:56

Investing in football is not as popular as watching the game. A new fund backed by Terry Venables looks unlikely to change matters.

Japan is cheap but can it regain investors' trust?

by Dylan Lobo on Aug 19, 2014 at 15:13

Our man in Japan reports back from an economy at a crossroads. Shares are cheap but investors are wary of a value trap.

Citywire Fund Selection: M&G Recovery under review

by Jonathan Miller on Aug 19, 2014 at 13:18

Jonathan Miller, Citywire's head of research, explains the latest changes to his team's list of fund recommendations.

Woodford buys stake in estate agent Purplebricks

by Dylan Lobo on Aug 18, 2014 at 10:25

Neil Woodford has bought a 30% stake in Purplebricks.com, a new, low-cost estate agency aiming to undercut its high street rivals.

Stuart Mitchell tips European banks to double in value

by Danielle Levy on Aug 15, 2014 at 14:37

SW Mitchell European manager has reaped strong returns from bank holdings and thinks there are more to come.

Should BP investors be Russian for the exit after sanctions?

by Robert St George on Aug 15, 2014 at 14:04

BP shares were at their highest level since the Deepwater Horizon disaster before Russia sanctions sent them falling. Here's why these fund managers are hanging on.

BHP Billiton rally caps stellar week for FTSE

by Daniel Grote on Aug 15, 2014 at 10:28

FTSE 100 on course for biggest weekly return in six months as BHP Billiton's plans for spin-offs sends shares higher.

Overhaul opportunities: AAA-rated Dixon targets company restructures

by James Phillipps on Aug 14, 2014 at 15:33

GLG Undervalued Assets manager Henry Dixon belives large companies going through restructuring are being undervalued by investors. 

Star equity income duo rebuild property exposure

by Chris Sloley on Aug 13, 2014 at 14:38

Citywire AA-rated pair Clive Beagles and James Lowen seek to capture strong rental growth and development drive.

Calling all nervous investors! The case for commodities

by Daniel Grote, Neal Underwood on Aug 12, 2014 at 15:20

Commodities have delivered woeful returns over recent years, but some investors are warming to them amid fears of a market correction.

Ruffer duo warn over strong pound

by Robert St George on Aug 11, 2014 at 13:57

Ruffer Investment Company managers have 25% exposure to US dollar on fears of pound's 'frailties'.

TwentyFour hires ex-Ignis bond boss Bowie

by Robert St George on Aug 11, 2014 at 10:27

Citywire A-rated Chris Bowie joins bond specialists whose Dynamic Bond fund has proved a hit.

6 shares the pros are buying and selling

by David Campbell, Robert St George on Aug 11, 2014 at 05:01

A roundup of trades by professional investors. This time we look at Celtic Football Club, Pace, Severfield, Restore, Epwin and Cranswick.

Standard Life Investments revamps £420m property fund

by Robert St George on Aug 07, 2014 at 14:20

Standard Life Investments has refocused its £420 million Select Property fund to emphasise direct holdings over real estate shares.

Douglas Brodie's small revolution at Edinburgh Worldwide

by Jennifer Hill on Aug 07, 2014 at 12:19

Triggered by discount concerns, veteran trust Edinburgh Worldwide now has a smaller company mandate and has been thoroughly overhauled by new manager Douglas Brodie.

Neil Woodford buys Royal Mail for his new fund

by Dylan Lobo on Aug 05, 2014 at 12:42

Royal Mail is one of five new additions to the CF Woodford Equity Income fund, which now stands at £2.4 billion.

Against the tide: the contrarian fund investors

by Jennifer Hill on Aug 05, 2014 at 12:00

Contrarian investing isn't just about identifying oversold shares - some fund pickers also like to stand out from the crowd.

Neil Woodford and Terry Smith storm fund sales charts

by Daniel Grote on Aug 04, 2014 at 12:03

Fund launches for Neil Woodford and Terry Smith help drive strong sales in the second quarter of the year.

Argentina's bond default won't repeat 2001 crisis

by Philipp Sandmann on Aug 01, 2014 at 11:44

Top Latin America fund manager Charles Biderman says Argentina's second default on its debts won't be quite as bad as the last one.

Giles Hargreave steps down as CEO to focus on funds

by James Phillipps on Aug 01, 2014 at 10:55

Veteran smaller company investor Giles Hargreave steps down as chief executive of Hargreave Hale to focus on running his funds.

How nervous investors are preparing for a market fall

by Daniel Grote on Jul 31, 2014 at 13:25

Voices warning of a drop in markets are getting louder. Here's what jittery investors are doing to prepare.

Brazil's banks will boom even if Rousseff wins, says Fidelity star

by Matthew Goodburn on Jul 30, 2014 at 12:42

Citywire AA-rated Nick Price is backing Brazilian and Nigerian banks to continue to shine and believes Samsung will struggle.

US bonds biggest threat to emerging markets, says JPM

by Eleanor Lawrie on Jul 30, 2014 at 07:00

Richard Titherington, manager of JPMorgan Emerging Markets Income, says another bout of turbulence in US bonds is 'biggest single risk' for his fund.

Electra fends off activist Bramson's restructuring plans

by James Phillipps on Jul 29, 2014 at 13:03

Electra Private Equity investment trust rebuffs activist shareholder Edward Bramson's attempts to overhaul strategy.

Has supersized Gars bitten off more than it can chew?

by Jennifer Hill on Jul 29, 2014 at 08:00

Standard Life Gars, the biggest fund in the country, is one of three giants in the 'absolute return' sector. How would these funds do in a downturn?

How Templeton Emerging Markets stands up

by Jennifer Hill on Jul 28, 2014 at 13:00

Performance of Templeton Emerging Markets investment trust has faltered and there's concern who will succeed manager Mark Mobius. 

Watchdog warns investors over corporate bonds

by Gavin Lumsden on Jul 25, 2014 at 15:18

The Financial Conduct Authority urges consumers to consider the dangers of owning corporate bonds as interest rates start to rise.

Tech stock hiccup is a welcome pause for breath

by David Sandham on Jul 25, 2014 at 11:20

David Sandham explains why the spring sell-off in technology equities represents a healthy 'correction' rather than heralding a repeat of the dotcom crash at the start of the century.

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