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Fund and manager news

All the latest news on funds, ITs and ETFs

Investment Trust Watch: mining rally going 'cheap'

by Daniel Grote on Feb 05, 2016 at 13:03

If the strong rally in miners is more than a flash in the pan, BlackRock World Mining could be a 'cheap' way to take part.

Train sorry for 'stubbornness and stupidity' on Pearson

by Daniel Grote on Feb 04, 2016 at 16:46

Finsbury Growth & Income manager Nick Train has apologised for losses made on his investment in Pearson, whose shares have halved.

Diary of a Dumb Investor: time to tear up my portfolio

by Dumb Investor on Feb 03, 2016 at 16:09

As my investments continue to haemorrhage money, it's time to face the facts: my portfolio isn't very good.

Henderson's Bennett: I won't make money this year

by Daniel Grote on Feb 02, 2016 at 16:39

Bearish fund manager John Bennett fleshes out his gloomy view on markets, saying he doesn't expect to make investors money in 2016.

Miton UK Microcap to raise £30 million through share issue

by David Campbell on Feb 02, 2016 at 10:10

Small company investment trust run by Gervais Williams and Martin Turner plans £30 million share issue.

Woodford must be Patient to earn crust on trust

by Daniel Grote on Feb 01, 2016 at 15:31

Neil Woodford needs to grow his Woodford Patient Capital trust by over 35% to make any money from it this year.  

Unicorn leads income funds as Schroder blacklisted

by Sean Butters on Feb 01, 2016 at 09:54

Unicorn UK Income fund tops Sanlam report of equity income funds while Schroder Income Maximiser falls to the 'Black List'.

Market mayhem: is the worst over?

by Daniel Grote on Jan 27, 2016 at 16:24

After a dire start to the year, markets have shown signs of recovery. Tonight's statement by the Federal Reserve could hold the key.

How table-topping UK fund puts Buffettology to work

by James Phillipps on Jan 27, 2016 at 13:56

A little-known fund that takes its cue from the legendary Warren Buffett is sitting pretty at the top of the UK All Companies sector.

The turnaround trust on a 20% discount

by Gavin Lumsden on Jan 25, 2016 at 16:26

Ian Barrass has spent three years overhauling Henderson Alternative Strategies Trust and says the 'fund of funds' is ready to deliver.

Aberdeen and M&G rack up more 'dog' funds

by Daniel Grote on Jan 25, 2016 at 14:42

Aberdeen Asset Management's emerging market woes spread to other regions, with group now housing 11 'dog' funds, says Tilney Bestinvest.

Henderson holds nerve after brutal Lowland sell-off

by Daniel Grote on Jan 22, 2016 at 15:58

The Lowland investment trust has taken a hammering since the turn of the year, but manager James Henderson is sticking to his guns.

Global equity rout: how to play battered bear markets

by Indira Vergis, Margaryta Kirakosian, Silvia Sciorilli Borrelli , Dalvinder Kular on Jan 21, 2016 at 12:57

Citywire speaks to leading global fund managers, including Hugh Young, for their views on the havoc wrought on stock markets this year.

AAA-rated Message defies bear to top up miners

by Selin Bucak on Jan 21, 2016 at 12:45

Stephen Message, manager of the Old Mutual UK Equity Income fund, dons his 'contrarian hat' to buy battered energy, mining and banking stocks.

Terry Smith sells star stock with 'regret and trepidation'

by Daniel Grote on Jan 20, 2016 at 12:25

Terry Smith has sold his star stock Domino's Pizza, having made around six times his initial investment.

Bankers notches up 49 years of divi hikes after 'special' year

by Daniel Grote on Jan 19, 2016 at 12:01

Global investment trust keeps pace with 'dividend heroes' thanks in part to special payouts from UK companies.

Hedge fund Odey snaps up stake in Tesco

by Dylan Lobo on Jan 19, 2016 at 09:40

Citywire AAA-rated fund manager Oliver Kelton says shares in embattled supermarket 'have finally reached an attractive entry point'.

Don't panic! Investors urged to cling on as shares fall

by Daniel Grote on Jan 18, 2016 at 15:47

Markets have endured a woeful start to the year, but this is not the time to bail out, say experts.

Train rues 'galling' losses on Pearson and Burberry

by Daniel Grote on Jan 18, 2016 at 11:51

Finsbury Growth & Income manager Nick Train hopes Pearson can weather transition to digital, but isn't too worried about Burberry.

Top managers pick 9 'special situation' stocks for 2016

by Sean Butters on Jan 15, 2016 at 13:25

Top fund managers pick nine stocks undergoing transformation that could reap the benefit in 2016.

Miton warns stars' funds nearing capacity after big inflows

by Daniel Grote on Jan 14, 2016 at 14:26

Fund group says funds run by Citywire AAA-rated Gervais Williams, George Godber and Georgina Hamilton may 'reach capacity' this year.

Scottish Mortgage restricts 'unicorns' to 15%

by Gavin Lumsden on Jan 13, 2016 at 15:07

Managers of UK’s biggest investment trust told to limit holdings in risky, but fast-growing unquoted internet companies.

Is Woodford biting off more than he can chew?

by Daniel Grote on Jan 13, 2016 at 14:38

As Neil Woodford eyes more funds for his Patient Capital investment trust, we take an in-depth look at his record of 'early stage' investing.

Investments for 2016: Citywire writers' picks

by Citywire on Jan 12, 2016 at 16:56

Citywire investment writers pick the funds and shares they think could weather what looks likely to be a difficult year for markets.

Former M&G income manager returns with own firm and fund

by Jonathan Yarker, Joshua Thurston on Jan 11, 2016 at 11:37

Former M&G Dividend manager Alex Odd returns to fund management, while River and Mercantile makes changes to UK Equity Unconstrained fund.

12 lessons investment trust investors learned last year

by Gavin Lumsden on Jan 11, 2016 at 00:01

Where you made and lost money in investment trusts in 2015.

Top Japan trust checks in to Chinese tourism boom

by Sean Butters on Jan 08, 2016 at 15:59

JPMorgan Japanese manager sees strong prospects for country's hotels as number of Chinese tourists double over last year.

Expensive 'defensives', stingy bonds: where is safe for income?

by Rob Griffin on Jan 07, 2016 at 16:30

With reliable dividend payers having reached heady valuations and bonds offering ultra-thin yields, is anywhere safe for income investors?

Paul Read picks his way through bond minefield

by Sean Butters on Jan 06, 2016 at 17:05

Citywire A-rated bond fund manager Paul Read is glad some of his Invesco Perpetual funds require him to invest in shares. 

Buy low, sell high: will it finally pay off in 2016?

by Daniel Grote on Jan 06, 2016 at 11:12

The last couple of years haven't rewarded contrarian investors. So should you just buy more of the same in 2016?

A geared trust for the euro bulls

by James Carthew on Jan 05, 2016 at 16:38

James Carthew looks at TR European Growth, an investment trust that has done well from the rally in small and mid cap stocks.

Home Retail soars as Sainsbury's reveals rejected bid

by Daniel Grote on Jan 05, 2016 at 16:38

Shares in Argos owner surge 40% as supermarket says it is 'considering its position' after takeover bid was rejected.

Andrew Bell: 'still markets may conceal crocodiles' in 2016

by Gavin Lumsden on Dec 24, 2015 at 08:00

Chief executive of Witan investment trust looks back at a difficult year in markets and assesses investment prospects for 2016.

Four trusts for special times and unusual situations

by Robert St George on Dec 24, 2015 at 07:00

Looking for investment trust ideas? We look at four recent trust purchases by professional investors.

FTSE jumps 2.7% as miners prompt late Santa rally

by Gavin Lumsden on Dec 23, 2015 at 16:26

Rises in oil and copper prices reinvigorate mining shares but profit warnings knock Game Digital and stock broker Panmure Gordon.

Katy Thorneycroft: how I'm positioned for 2016

by Gavin Lumsden on Dec 23, 2015 at 14:07

JPMorgan's top fund picker discusses the outlook for next year and opportunities in Asia and private equity investment trusts.

The investment trusts US bargain hunters are buying

by Gavin Lumsden on Dec 23, 2015 at 07:00

We reveal the activities of three leading investment trust bargain hunters: 1607 Capital Partners, Lazards and Wells Capital.

Investment Trust Insider: issue 24 out now!

by Gavin Lumsden on Dec 19, 2015 at 08:47

Look! Santa's reading Investment Trust Insider. It's essential reading for anyone wanting to know more about investment trusts.

What the US rate rise means for investors

by Daniel Grote on Dec 17, 2015 at 15:28

The Fed could follow its first interest rate rise in nearly a decade by hiking more quickly than expected. That spells bad news for bonds.

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