Funds & Fund Managers
Trust Insider: can Monks' new managers turn things around?
Monks has been cautious when it should have bold
Monks Investment trust's EPS plunge 61% year-on-year
Despite outperforming its FTSE World benchmark, the trust registered a net asset value total return of -3.5% in the period alongside a share price total return of -6.9%.
The Expert View: Berkeley, Moneysupermarket and Interserve
A roundup of fund manager commentary on shares and investment trusts, also featuring Establishment and Science Group.
Lang: The only value plays are in natural resources
Ardevora co-founder Jeremy Lang warns there are plenty of value traps out there, but real opportunities in the mining sector.
A-rated de Tusch-Lec stubs out tobacco stocks
Equity income specialist believes overvalued defensive stocks are increasingly vulnerable, with cigarette companies at the forefront.
The Expert View: Barclays, BAE and ARM
Our regular roundup of fund manager commentary on shares and investment trusts, also including LMS Capital and Norcros.