Fund updates

  • Invesco funds - changes of manager
  • Invesco funds - changes of manager

    Nick Mustoe is stepping down at the end of the year and will be replaced by Stephanie Butcher. This will lead to manager changes across several Invesco funds.

  • TM Sanditon UK – change of manager
  • TM Sanditon UK – change of manager

    Julie Dean will step down as manager of the TM Sanditon UK Fund, and Sanditon's funds will be transferred to CRUX at the end of November 2019, subject to regulatory approval.

  • Odey Opus – where others fear to tread
  • Odey Opus – where others fear to tread

    Crispin Odey is a natural contrarian. He's prepared to invest in areas others fear to tread. In this update we take a look at how this has affected the Odey Opus Fund's performance.

  • Marlborough funds – investment update
  • Marlborough funds – investment update

    We think Giles Hargreave is one of the very best UK Smaller Companies fund managers, and he’s got a track record to back it up. Find out what he’s been investing in recently.

  • M&G Recovery - another tough year
  • M&G Recovery - another tough year

    Tom Dobell invests in companies that have been through a difficult time but which he believes have the potential to recover. In this update, we explore the four stages of this process.

  • Artemis High Income - going against the flow
  • Artemis High Income - going against the flow

    Alex Ralph is avoiding bonds many investors are seeking shelter in. She thinks the protection sought by investors could have the opposite effect though. Find out where she’s invested instead.

  • Liontrust to acquire Neptune
  • Liontrust to acquire Neptune

    It was announced today Neptune Investment Management will be acquired by Liontrust Asset Management, subject to regulatory approval.

  • Franklin UK Managers' Focus - a tough year
  • Franklin UK Managers' Focus - a tough year

    To beat the UK stock market, you've got to do something different. This fund's run by five experienced managers, each with different strengths and areas of focus. In this update, we look at how the fund's performed and how it's invested.

  • Rathbone Income - all change
  • Rathbone Income - all change

    Carl Stick and Alan Dobbie are careful to limit the risk the fund takes on. Market moves of the last year highlight the benefits of their approach.

  • Jupiter Income - Staying loyal to value
  • Jupiter Income - Staying loyal to value

    Ben Whitmore’s favoured style, value investing, has been out of favour recently. We still think he is one of the best value managers around and believe he could deliver attractive long-term returns.

  • Jupiter India - time for change?
  • Jupiter India - time for change?

    Jupiter India's faced a tough couple of years. In this update we look at what's happened, and how the outcome of India's recent general election could be a force for good.

  • Threadneedle European Select - change of manager
  • Threadneedle European Select - change of manager

    Benjamin Moore recently took over as the fund's co-manager from Mark Nichols. We're encouraged David Dudding is still in place as the other co-manager and we recently spoke to him for an update.

  • Japanese funds to temporarily suspend trading
  • Japanese funds to temporarily suspend trading

    At the end of April Japan celebrates Golden Week. It's a period of four annual national holidays. This year a new Emperor will be crowned. To mark this occasion the Japanese government has declared two additional national holidays.

  • Royal London Corporate Bond - An eye for detail
  • Royal London Corporate Bond - An eye for detail

    Jonathan Platt and the bond team at Royal London are prepared to look at parts of the market some bond investors ignore. Their approach helps them find attractive opportunities others might miss.

  • Artemis Strategic Bond - a better start to 2019
  • Artemis Strategic Bond - a better start to 2019

    James Foster and Alex Ralph have managed this fund with a flexible and, at times, more adventurous approach for many years. It’s been successful overall, but 2018 was more challenging. Find out why in our latest update.

  • Fidelity MoneyBuilder Income - Change well managed
  • Fidelity MoneyBuilder Income - Change well managed

    Experienced manager Ian Spreadbury recently retired and leaves the fund in the capable hands of Sajiv Vaid. We met the pair to discuss the fund’s recent performance and how it will be run in the future.

  • Merian - a change at the top
  • Merian - a change at the top

    Richard Buxton is to step down as chief executive of Merian Global Investors (formerly Old Mutual Global Investors). He’ll be replaced by Mark Gregory who currently serves as a non-executive director.

  • Fundsmith Equity – turning to tech
  • Fundsmith Equity – turning to tech

    Terry Smith seems to have had a change of heart on tech firms, at the expense of his once-favourite consumer goods companies. Read on to find out more.

  • Newton Real Return - Two portfolios in one
  • Newton Real Return - Two portfolios in one

    The fund’s had some management changes. The team are cautious in their outlook for the global economy. But they still feel some companies have good growth potential.

  • Troy Trojan - slow and steady
  • Troy Trojan - slow and steady

    Sebastian Lyon tries to grow investors’ money over the long term and also limit the volatility of investing only in shares. We find out how he does it.

  • Artemis High Income - a change at the top
  • Artemis High Income - a change at the top

    Alex Ralph continues to manage the fund’s bond portfolio but the share portfolio is under new management. We share our view on how this affects the fund’s prospects.

  • M&G Optimal Income - change afoot
  • M&G Optimal Income - change afoot

    After a strong 2017 a number of changes have been made to the fund to reflect the changing economic, political and market backdrop. Find out more in our latest update.

  • Aberdeen: a tough year for Latin American markets
  • Aberdeen: a tough year for Latin American markets

    Latin American markets are sometimes affected by wider economic and political issues, as we've seen this year. We remain excited about the longer-term prospects for both the region and the fund.

  • Invesco Perpetual High Income - a temporary setback
  • Invesco Perpetual High Income - a temporary setback

    Poor performance never feels good, but it’s healthy to own some funds that are doing well and some that are struggling. It means you have a well-balanced and diversified portfolio. Find out why we think it’s worth remaining patient with this fund.

  • A good year for Franklin UK Mid Cap
  • A good year for Franklin UK Mid Cap

    Paul Spencer has been investing in medium-sized companies with outstanding prospects for more than two decades. We look at where he is currently finding value

  • Jupiter Absolute Return - a good diversifier
  • Jupiter Absolute Return - a good diversifier

    The Jupiter Absolute Return fund has the ability to benefit from rising and falling share prices. In our most recent update, we look at how the fund has performed and where the manager is currently finding value.

  • AXA WF Framlington UK - a year of two halves
  • AXA WF Framlington UK - a year of two halves

    Chris St John identifies themes and invests in companies he thinks will do well as the theme develops. We look at where the manager is finding opportunities, and share our view on the fund’s prospects.

  • Newton Real Return - treading with caution
  • Newton Real Return - treading with caution

    The team behind this fund believe now is the time for investors to be cautious. We look at how this has impacted the fund and its performance, and what investors can expect going forwards.

  • Rathbone Income - a flexible income fund
  • Rathbone Income - a flexible income fund

    Brexit, political uncertainty, and a thirst for more exciting opportunities, has seen UK equity income funds fall out of favour. We don’t think this will last forever.

  • Old Mutual UK Alpha - profit from pessimism
  • Old Mutual UK Alpha - profit from pessimism

    Richard Buxton seeks companies that could benefit from change that has gone unnoticed by other investors. In our latest update, we examine the fund’s performance and share our view on its long-term prospects.

  • Lindsell Train UK Equity - new investment added
  • Lindsell Train UK Equity - new investment added

    Nick train has positioned the fund to benefit from a number of themes he expects to unfold over the coming years and decades. We look at these themes in more detail and share our view on the fund’s prospects.

  • An update on the Jupiter European Fund
  • An update on the Jupiter European Fund

    Alexander Darwall seeks companies with a unique and sustainable competitive advantage. We look at how this has impacted recent performance and consider the fund's future prospects.

  • JPMorgan Emerging Markets - earnings growth drives returns
  • JPMorgan Emerging Markets - earnings growth drives returns

    JPMorgan Emerging Markets is one of our favoured options for broad exposure to the emerging markets. We recently met co-manager Leon Eidelman to discuss what impacted performance over the past year and his outlook for investing in the region.

  • Odey Opus - the calm before the storm?
  • Odey Opus - the calm before the storm?

    Crispin Odey has held a cautious view of the world for many years and he has positioned the Odey Opus Fund to reflect this view. Find out more about how this has impacted how the fund is invested and recent performance in our latest update.

  • Invesco Perpetual Global Equity
  • Invesco Perpetual Global Equity

    We take a look at the fund’s performance and changes Nick Mustoe, the fund’s manager, has made to the portfolio’s underlying investments in recent months.

  • Fidelity Global Special Situations
  • Fidelity Global Special Situations

    Investments in technology and financials are well represented in the portfolio. We take a look at how they have affected recent performance.

  • Blackrock Gold & General
  • Blackrock Gold & General

    The Blackrock Gold & General Fund is managed by an experienced and well-resourced team, led by Evy Hambro whose career spans more than 15 years.

  • TM Sanditon European - where is the value?
  • TM Sanditon European - where is the value?

    We recently spoke to Chris Rice, manager of the TM Sanditon European Fund, to find out whether he thinks there is currently any value left in European stock markets and where he has currently positioned the fund.

  • JO Hambro Japan - the backdrop remains positive
  • JO Hambro Japan - the backdrop remains positive

    Scott McGlashan and Ruth Nash are two of the industry’s most experienced fund managers. In our most recent update, we look at how they have positioned their fund and share our views on its prospects.

  • M&G Global Basics - change is afoot
  • M&G Global Basics - change is afoot

    M&G intend to rename its Global Basics Fund to M&G Global Themes. The investment strategy will also change and the requirement to invest at least 70% of the portfolio in basic industries, such as mining and manufacturing, will be removed.

  • Old Mutual Global Equity - a team-based approach
  • Old Mutual Global Equity - a team-based approach

    Almost half the fund is invested in higher-risk small and medium-sized companies. We believe these under-researched and overlooked businesses can be a great source of opportunity for talented stock pickers.

  • Troy Trojan’s Sebastian Lyon more cautious than ever
  • Troy Trojan’s Sebastian Lyon more cautious than ever

    Sebastian Lyon has managed the Troy Trojan Fund since inception in 2001. He maintains a diversified portfolio with the aim to grow investors’ wealth over the long term whilst limiting the volatility typically associated with stock market investing.

  • Woodford’s change of heart
  • Woodford’s change of heart

    Concerns over Brexit and the UK’s upcoming general election have led many investors to avoid the UK in favour of overseas stock markets. This is not necessarily surprising, investors are often pessimistic on their home market.

  • Jupiter Strategic Bond
  • Jupiter Strategic Bond

    Financial markets have been buoyant since Donald Trump was elected US President late last year. Ariel Bezalel, manager of Jupiter Strategic Bond, strikes a more cautious tone.

  • Fidelity MoneyBuilder Income - opportunities in a low-growth world
  • Fidelity MoneyBuilder Income - opportunities in a low-growth world

    In a world with low growth and low interest rates we still believe corporate bonds can play a part in a diversified portfolio. We recently asked two experienced bond fund managers for their views, and for an update on how the Fidelity MoneyBuilder Income Fund is invested.

  • Odey Opus – a cautious approach to global investing
  • Odey Opus – a cautious approach to global investing

    Crispin Odey is not afraid to make bold investments to reflect his views on the world. What's more, his views are often contrarian in nature. The fund is invested cautiously, with the balance in cash, gold and bonds.

  • Majedie UK Income – a difficult 18 months
  • Majedie UK Income – a difficult 18 months

    Chris Reid and Yuri Khodjamirian, managers of the Majedie UK Income Fund, differ from the majority of their peers in that they favour higher-risk small and medium-sized companies over large blue-chip stocks.

  • Fundsmith Equity Fund research update
  • Fundsmith Equity Fund research update

    The Fundsmith Equity Fund, managed by Terry Smith, does not currently feature on the Wealth 150 list of our favourite funds across the major sectors.

  • Schroder Tokyo Fund update
  • Schroder Tokyo Fund update

    Andrew Rose, manager of the Schroder Tokyo Fund, seeks companies he believes will benefit from Japan’s improving, longer-term economic strengths.

  • Invesco Perpetual Japan fund update
  • Invesco Perpetual Japan fund update

    Japan is undergoing considerable change. Shinzo Abe’s election as Prime Minister in 2012 saw the introduction of significant reform to boost economic growth. This has resulted in a rise in value for the fund.

  • A great way to invest in Japan
  • A great way to invest in Japan

    The Japanese stock market was one of the first to feel the effect of Donald Trump’s victory in the US presidential race.

  • Woodford Equity Income Fund – 12 month review
  • Woodford Equity Income Fund – 12 month review

    Since launch in June 2014, the Woodford Equity Income Fund has returned 25.4% compared with 10.6% for the average fund in the UK Equity Income sector and 10% for the FTSE All Share Index. The majority of this outperformance was achieved in the fund’s first 18 months.

  • Standard Life Global Smaller Companies - manager change
  • Standard Life Global Smaller Companies - manager change

    Alan Rowsell has assumed the role of sole manager of the Standard Life Global Smaller Companies Fund. Harry Nimmo, who has worked closely with Alan Rowsell since the fund’s launch in January 2012, has stepped down as the fund’s co-manager.

  • M&G Recovery - recovery underway
  • M&G Recovery - recovery underway

    M&G Recovery Fund has performed poorly for much of the past five years. Dependable, high-quality companies that have delivered sustainable earnings growth have been favoured by cautious investors and dominated performance tables.

  • Franklin UK Mid Cap Fund research update
  • Franklin UK Mid Cap Fund research update

    Paul Spencer, manager of the Franklin UK Mid Cap fund, believes the long-term prospects of many FTSE 250 companies remain intact despite the EU referendum and subsequent market volatility.

  • Jupiter Japan Income - new manager, same approach
  • Jupiter Japan Income - new manager, same approach

    Dan Carter took over from Simon Somerville as lead manager of Jupiter Japan Income in June 2016. He was previously the fund’s co-manager from November 2011 and has also been lead manager of Jupiter JGF Japan Select, a similar fund, since October 2013.

  • Standard Life UK Equity Unconstrained Fund research update
  • Standard Life UK Equity Unconstrained Fund research update

    A bias to UK domestically-focused medium-sized companies has proved a strain on the Standard Life UK Equity Unconstrained Fund’s performance this year. Significant exposure to housebuilders, and other UK companies held back performance.

  • M&G Property Fund reopens
  • M&G Property Fund reopens

    M&G has lifted the suspension on its Property Fund to allow clients to trade with effect from 12 noon on 4 November 2016.

  • M&G UK Select – change of manager
  • M&G UK Select – change of manager

    Mike Felton has stepped down as lead manager of the M&G UK Select Fund and will leave the group with immediate effect. Sam Ford is set to take over management of the fund in January 2017.

  • Henderson UK Property Trust Update
  • Henderson UK Property Trust Update

    Henderson has lifted the suspension on its UK Property Trust to allow clients to trade with effect from 12 noon on 14th October 2016.

  • CF Miton UK Value Opportunities - manager change
  • CF Miton UK Value Opportunities - manager change

    Andrew Jackson took over management of the CF Miton UK Value Opportunities Fund in July 2016. We recently met the manager to find out more about his experience, investment style, and the changes made to the portfolio.

  • Threadneedle UK Property Fund
  • Threadneedle UK Property Fund

    Threadneedle temporarily stopped investors selling (or buying) to find suitable buyers for some of their properties. Threadneedle has now lifted the suspension placed on its UK Property Fund to allow clients to trade with effect from 12 noon on 26 September 2016.

  • TM Sanditon UK Fund research update
  • TM Sanditon UK Fund research update

    The UK’s shock vote to exit the European Union saw the UK stock market fall heavily. Funds investing in the region, including Julie Dean’s TM Sanditon UK, have not been immune.

  • Henderson UK Alpha Fund research update
  • Henderson UK Alpha Fund research update

    It has been more than two months since the UK’s vote to leave the EU shook financial markets. In the immediate aftermath of the vote, domestically-focused small and medium-sized companies struggled...

  • First State Greater China Growth Fund update
  • First State Greater China Growth Fund update

    The conservative nature of the team's investment approach means the fund has traditionally offered some shelter in large market corrections, while capturing the majority of the growth of rising markets.

  • Schroder UK Dynamic Smaller Companies Fund update
  • Schroder UK Dynamic Smaller Companies Fund update

    In times of heightened uncertainty investors have tended to seek the safety of large well-established institutions and shun higher-risk smaller companies. This was evident in the weeks that followed the UK's decision to leave the European Union.

  • Fidelity Special Situations - a contrarian buy?
  • Fidelity Special Situations - a contrarian buy?

    The uncertainty that followed the UK’s decision to leave the EU drew investors to the UK’s largest companies, many of which derive a significant proportion of their earnings overseas.

  • Kames: ethical equity specialists
  • Kames: ethical equity specialists

    Kames Capital is a leader in ethical investing. Audrey Ryan has been at the helm of their flagship Ethical Equity Fund for more than 17 years...

  • MFM Slater Growth - a stock picker's portfolio
  • MFM Slater Growth - a stock picker's portfolio

    The UK’s vote to leave the European Union created much uncertainty. The UK stock market fell in the immediate aftermath of the vote, although there was a marked difference in the performance of small and larger businesses.

  • Aberdeen: Asian equity experts
  • Aberdeen: Asian equity experts

    The Asian equities team at Aberdeen are well-known for their meticulous research and disciplined investment approach. They are unyielding in their quest to find only the highest-quality companies, which they can purchase at sensible valuations.

  • Old Mutual UK Equity Team - views on Brexit
  • Old Mutual UK Equity Team - views on Brexit

    We have long held Old Mutual's UK small and medium-sized companies team in high regard. Three of their funds - UK Smaller Companies, UK Mid Cap, and UK Dynamic Equity – have featured on the Wealth 150 list of our favourite funds for many years.

  • JOHCM Japan – what has held back performance?
  • JOHCM Japan – what has held back performance?

    In recent years investors have favoured companies with predictable earnings and the ability to grow profits steadily year in year out. Many large, consumer-focused businesses have performed well, including those which sell essential goods...

  • Aberdeen Emerging Markets Equity Fund research update
  • Aberdeen Emerging Markets Equity Fund research update

    It has been a turbulent few years for emerging markets investors. Slowing growth in China, weakening currencies, tumbling commodities prices, and political upheaval has dominated the investment landscape and dampened stock market performance.

  • Brexit: a European fund manager’s view
  • Brexit: a European fund manager’s view

    Paul Wild is the manager of the JOHCM Continental European Fund, which features on the Wealth 150 list of our favourite funds. In the lead up to the UK’s referendum on EU membership he took a more cautious stance in anticipation of heightened volatility surrounding the vote.

  • Property Funds - Market Value Adjustment Announcement
  • Property Funds - Market Value Adjustment Announcement

    The UK has voted to leave the European Union. The effects of this are largely unknown, but there is the potential for it to negatively impact property prices. A number of property fund managers have therefore made a ‘market value adjustment’ to the value of their properties.

  • AXA WF Framlington UK - the impact of Brexit
  • AXA WF Framlington UK - the impact of Brexit

    The AXA WF Framlington UK Fund launched in March this year, just as the EU referendum debate hotted up. Chris St. John, the fund’s manager, focuses on well-managed companies with growing profits, cash flows and dividends.

  • Adrian Frost on the EU referendum, UK dividends and the Artemis Income Fund
  • Adrian Frost on the EU referendum, UK dividends and the Artemis Income Fund

    Adrian Frost expects the UK to vote to stay in the European Union. The fund’s investments in domestically-focused medium-sized companies could perform relatively well in the short term if the UK votes to stay, while larger companies (where the bulk of the portfolio is invested) would benefit from sterling weakness in the event of Brexit.

  • Lazard Emerging Markets - Fund research update
  • Lazard Emerging Markets - Fund research update

    Investor sentiment towards emerging markets remained low throughout 2015. In this environment, companies favoured for their perceived reliability of earnings growth, such as those in the healthcare and consumer-related sectors, were most popular with investors.

  • Jupiter UK Growth - a high-conviction portfolio of UK companies
  • Jupiter UK Growth - a high-conviction portfolio of UK companies

    There has been a change in the dynamic of the UK stock market so far in 2016. The energy and mining sectors, which posted heavy losses last year , have seen a reversal in their fortunes since February . On the other hand, consumer goods businesses have recently delivered subdued returns following an impressive 2015.

  • Neptune US Opportunities Fund - change of manager
  • Neptune US Opportunities Fund - change of manager

    Felix Wintle has left Neptune Investment Management and handed responsibility for the Neptune US Opportunities Fund to James Hackman. Patrick Close has been appointed co-manager and Ali Unwin assistant manager.

  • Allianz BRIC Stars to become an emerging markets fund
  • Allianz BRIC Stars to become an emerging markets fund

    The Allianz BRIC Stars Fund will broaden its focus beyond Brazil, Russia, India and China. Kunal Ghosh, the fund's manager, now has the flexibility to invest across the broader spectrum of higher-risk emerging markets as he sees fit.

  • Newton Asian Income Fund - giving the managers increased flexibility
  • Newton Asian Income Fund - giving the managers increased flexibility

    The team which manages the Newton Asian Income Fund will be given increased flexibility to run the portfolio. The income requirement for individual shares will be relaxed in order for the team to focus on growing the level of income, without constraining the potential for capital growth, over the long term.

  • Newton Emerging Income Fund - giving the managers increased flexibility
  • Newton Emerging Income Fund - giving the managers increased flexibility

    The team which manages the Newton Emerging Income Fund will be given increased flexibility to run the portfolio. The income requirement for individual shares will be relaxed in order for the team to focus on growing the level of income, without constraining the potential for capital growth, over the long term.

  • Property Funds - change of pricing
  • Property Funds - change of pricing

    Threadneedle, Standard Life, Henderson and M&G have announced a change to the way they price their property funds. Investors saw a fall in the value of their investment, of around 5%, on the day the price change occurred.

  • Aberdeen Latin American Equity
  • Aberdeen Latin American Equity

    The past few years have been a rollercoaster ride for investors in Latin American markets. In the three years to the end of 2015, broader Latin American markets fell by almost 45%.

  • Newton UK Income - research update
  • Newton UK Income - research update

    Christopher Metcalfe has managed the Newton UK Income Fund for two years and we are encouraged by the focus and stability he has brought to the fund.

  • Rathbone Global Opportunities Fund update
  • Rathbone Global Opportunities Fund update

    James Thomson, manager of the Rathbone Global Opportunities Fund feels investors are overly cautious, which provides plentiful opportunities for those willing to ride out any short-term pain volatility.

  • Majedie UK Income: in search of value
  • Majedie UK Income: in search of value

    Funds focused on undervalued companies with unrecognised potential have tended to struggle against their peers. The Majedie UK Income Fund is a case in point.

  • HL Multi-Manager European - one year on
  • HL Multi-Manager European - one year on

    12 months ago we launched our HL Multi-Manager European Fund, which combines exposure to different fund managers with different investment styles in a single portfolio.

  • TM Sanditon European Fund research update
  • TM Sanditon European Fund research update

    The TM Sanditon European Fund launched almost 18 months ago to harness the expertise of Chris Rice, a renowned European equities manager. In his view, we are now approaching the end of the current business cycle.

  • Fundsmith Equity Fund - a brief update
  • Fundsmith Equity Fund - a brief update

    The Fundsmith Equity Fund, managed by Terry Smith, is highly exposed to the consumer goods sector. The fund's performance has been aided by this high exposure. However, many of these companies now look fully valued, according to our analysis.

  • Artemis Global Income Fund research update
  • Artemis Global Income Fund research update

    Jacob de Tusch-Lec, manager of Artemis Global Income Fund, has decided to ensure the portfolio is well balanced, with fewer sector or regional biases, and concentrated on companies whose success is independent from the health of the global economy.

  • Majedie UK Equity - research update
  • Majedie UK Equity - research update

    The Majedie UK Equity Fund team have continued the fund's exposure to out-of-favour areas, such as mining and financials, during times of share price weakness. They remain focused on businesses in which they believe value will ultimately be unlocked.

  • Neptune: European banks on course for recovery
  • Neptune: European banks on course for recovery

    The Neptune European Opportunities Fund has faced a difficult start to the year. Rob Burnett, the fund's manager, has continued to increase exposure to financials over the past year, where 37.5% of the portfolio is currently invested in banks.

  • Invesco Perpetual European Equity Fund research update
  • Invesco Perpetual European Equity Fund research update

    Jeffrey Taylor, manager of the Invesco Perpetual European Equity Fund, is confident that sluggish European economic growth, low commodity prices, and a slowdown in China will not blow the continent too far off the path to recovery.

  • Artemis UK Special Situations - a brief update
  • Artemis UK Special Situations - a brief update

    Derek Stuart, manager of the Artemis UK Special Situations Fund since March 2000, doesn't believe he has seen such extreme moves in the FTSE 100 throughout his fund management career.

  • Jupiter European Special Situations - a brief update
  • Jupiter European Special Situations - a brief update

    Cédric de Fonclare, manager of the Jupiter European Special Situations Fund, will continue to seek profitable companies with growth potential that he feels offer some resilience against future economic shocks, whilst keeping an eye on valuations.

  • Liontrust Global Income Fund update
  • Liontrust Global Income Fund update

    The Liontrust Global Income Fund has been through a number of changes in recent years, including a transition from the UK Equity Income sector to the Global Equity Income sector.

  • Artemis UK Smaller Companies Fund update
  • Artemis UK Smaller Companies Fund update

    The Artemis UK Smaller Companies Fund, managed by Mark Niznik has risen 49.5% compared with 79.6% for the IA UK Smaller Companies sector and 94% for the Numis Smaller Companies (-InvTrust) Index since 2007.

  • Henderson European Growth Fund research update
  • Henderson European Growth Fund research update

    Simon Rowe, manager of the Henderson European Growth Fund, is aware of the impact of slowing economic growth in China, but he does not believe the underlying picture for Europe has changed significantly.

  • JPMorgan: income from emerging markets
  • JPMorgan: income from emerging markets

    Omar Negyal, lead manager of the JPMorgan Emerging Markets Income Fund, aims to take advantage of the rising number of income opportunities across the developing world.

  • Old Mutual Global Best Ideas - update to fund changes
  • Old Mutual Global Best Ideas - update to fund changes

    A number of changes were introduced to the Old Mutual Global Best Ideas Fund on 1st January this year. Lee Freeman-Shor, the fund's manager, has switched the benchmark index from MSCI ACWI GDP Weighted, to MSCI World Equally Weighted.

  • Lazard Emerging Markets Fund research update
  • Lazard Emerging Markets Fund research update

    Lazard Emerging Markets is one of the UK's longest-running emerging markets funds. James Donald has sat at the fund's helm since launch in 1997, making him one of the industry's most-experienced emerging markets investors.

  • Newton UK Equity Fund research update
  • Newton UK Equity Fund research update

    Newton UK Equity fund manager Paul Stephany has avoided some of the year's poorest performers, such as Glencore, Royal Dutch Shell, Standard Chartered and BHP Billiton.

  • M&G Global Basics Fund - change of manager
  • M&G Global Basics Fund - change of manager

    Jamie Horvat will take over as lead manager of the M&G Global Basics Fund on 18 December 2015. Randeep Somel, the fund's current lead manager, will assume the role of co-manager.

  • Newton Global Income - removal from Wealth 150+
  • Newton Global Income - removal from Wealth 150+

    Nick Clay has replaced James Harries as manager of the Newton Global Income Fund with immediate effect. James Harries has left Newton to join Troy Asset Management where we understand he will take up a global strategy role.

  • Jupiter: will value stocks continue to underperform?
  • Jupiter: will value stocks continue to underperform?

    Investors adopting a growth approach to equity investing are likely to have been well-rewarded in recent years. As the name suggests, growth stocks are expected to deliver above-average growth as measured by metrics such as earnings or cash flow.

  • Chelverton UK Equity Income Fund research update
  • Chelverton UK Equity Income Fund research update

    There are a number of UK Equity Income funds with a bias to small and medium-sized companies and one of the earliest to launch was Chelverton UK Equity Income Fund, managed by David Horner and David Taylor.

  • Schroder UK Opportunities Fund - a brief update
  • Schroder UK Opportunities Fund - a brief update

    The Schroder UK Opportunities Fund uses a business cycle approach to investing. This means stock selection is driven by the manager's belief that specific companies perform differently at a given stage of the business cycle.

  • HSBC tracker fund price change
  • HSBC tracker fund price change

    HSBC have announced a series of fee changes on their range of tracker funds. From 14 December, the ongoing charge on a number of HSBC’s funds will be increased.

  • Artemis Capital - a brief update
  • Artemis Capital - a brief update

    For over a decade a number of Artemis funds have based their investment process on an in-house quantitative system called Smart-GARP. The Artemis Capital Fund, managed by Philip Wolstencroft is one portfolio that uses the stock-screening tool.

  • M&G Recovery - moved from Wealth 150+ to Wealth 150
  • M&G Recovery - moved from Wealth 150+ to Wealth 150

    It has been a challenging few years for the M&G Recovery Fund. Over this time we have remained in close contact with Tom Dobell, the fund's manager, and have continued to provide clients with regular updates and our view on the situation.

  • FP CRUX European - new fund launch
  • FP CRUX European - new fund launch

    The FP CRUX European Fund is set to launch on 2 November 2015. With the aim of capitalising on some of Europe's best long-term growth opportunities, the fund will be managed by renowned European investor, Richard Pease.

  • Kames' Stephen Snowden: no bubble in bonds
  • Kames' Stephen Snowden: no bubble in bonds

    Speculation over when interest rates might rise and the impact this could have on bond markets has been rife in recent years. We caught up with Stephen Snowden, manager of the Kames Investment Grade Bond Fund, to discuss his views.

  • Majedie UK Equity: opportunities in mining
  • Majedie UK Equity: opportunities in mining

    The UK Equity team at Majedie view the mining sector as extremely undervalued while mining companies are increasingly focused on efficiency, productivity, cost cutting and improving shareholder returns.

  • First State Asia Pacific Fund research update
  • First State Asia Pacific Fund research update

    The First State Asia Pacific Fund, managed by Angus Tulloch and First State's Asian equities team, take a conservative approach to selecting companies, which could help curb volatility in what is a high-risk area of the investment world.

  • Rathbone Strategic Income - new fund launch
  • Rathbone Strategic Income - new fund launch

    This new fund will focus on delivering a growing and sustainable dividend, in addition to capital growth, rather than simply targeting a high, and potentially unsustainable, yield.

  • Kames High Yield Bond - fund manager update
  • Kames High Yield Bond - fund manager update

    Kames recently informed us Philip Milburn, who manages the Kames High Yield Bond Fund alongside Claire McGuckin, has unfortunately had to take a temporary leave of absence due to ill health.

  • Schroder UK Smaller Companies Fund research update
  • Schroder UK Smaller Companies Fund research update

    Rosemary Banyard and Andy Brough are some of the longest serving managers in the UK Smaller Companies space, having co-managed the Schroder UK Smaller Companies Fund for the best part of the last 20 years.

  • Jupiter Japan Income Fund research update
  • Jupiter Japan Income Fund research update

    Simon Somerville, manager of the Jupiter Japan Income Fund, favours a strategy of investing in companies that generate lots of cash with management teams who use this cash wisely.

  • Fidelity American - change of fund manager
  • Fidelity American - change of fund manager

    Aditya Khowala will take over from Peter Kaye as manager of the Fidelity American Fund on 1 September 2015. Between now and then the managers will work together to ensure a smooth transition.

  • Baillie Gifford Managed Fund research update
  • Baillie Gifford Managed Fund research update

    The Managed Fund is Baillie Gifford's 'one stop shop' for exposure to international markets. We recently met Iain McCombie, UK equity investment manager and lead fund manager, to take stock and discuss performance.

  • Schroder UK Alpha Income Fund - 10 year review
  • Schroder UK Alpha Income Fund - 10 year review

    The Schroder UK Alpha Income Fund celebrated its ten-year anniversary earlier this year. The fund, managed by Matt Hudson since launch, employs a business cycle investment approach.

  • Fidelity Global Special Situations Fund research update
  • Fidelity Global Special Situations Fund research update

    Jeremy Podger, manager of the Fidelity Global Special Situations Fund, seeks to exploit share price weakness, often caused by what he feels is other investors misunderstanding a company's valuation or underestimating its growth potential.

  • Fidelity South East Asia Fund research update
  • Fidelity South East Asia Fund research update

    Teera Chanpongsang, manager of the Fidelity South East Asia Fund, seeks companies he believes are poised for long-term growth, aiming to invest before this potential is recognised by the wider market.

  • MFM Slater Growth Fund - a brief update
  • MFM Slater Growth Fund - a brief update

    We recently met the manager for an update on his MFM Slater Growth Fund. Since we last met him in 2014, his investment approach has been met with great success.

  • BlackRock European Dynamic Fund research update
  • BlackRock European Dynamic Fund research update

    Europe's economic outlook could be set to benefit from a depreciating euro; quantitative easing initiated by the European Central Bank; and declining oil prices, putting money in the pockets of consumers.

  • Schroder Global Alpha Plus Fund research update
  • Schroder Global Alpha Plus Fund research update

    The Schroder Global Alpha Plus Fund is a high-conviction portfolio comprising around 30 of Simon Webber and Charles Somers' best ideas. Such concentration allows each investment to contribute significantly to performance, but also increases risk.

  • Lazard Emerging Markets Fund research update
  • Lazard Emerging Markets Fund research update

    According to James Donald, lead manager of the Lazard Emerging Markets Fund, the overall profitability of emerging market companies has recently declined due to high levels of capital expenditure over the past few years.

  • Schroder Income Fund research update
  • Schroder Income Fund research update

    Nick Kirrage and Kevin Murphy believe one of the best sources of dividend growth is from companies which have previously cut their dividends, but are undergoing improvement and could increase payments in the future.

  • Invesco Perpetual Monthly Income Plus - Fund update
  • Invesco Perpetual Monthly Income Plus - Fund update

    Inflation and interest rates have remained low, pushing bond yields lower and prices higher. The well-regarded Fixed Interest Team at Invesco Perpetual believes these factors are now fully reflected in bond prices.

  • Martin Currie North American Fund - a brief update
  • Martin Currie North American Fund - a brief update

    For a fund to perform better than a benchmark index over the long term the fund's manager often needs to construct a portfolio that looks different. This is the aim of Penny Kyle, manager of the Martin Currie North American Fund.

  • Liontrust Global Income Fund research update
  • Liontrust Global Income Fund research update

    James Inglis-Jones and Samantha Glover, managers of the Liontrust Global Income Fund, have suggested finances in the corporate world remain in good shape and they are positive on the outlook for dividend growth this year.

  • Schroder Recovery Fund research update
  • Schroder Recovery Fund research update

    In today's markets Nick Kirrage sees greater opportunity in undervalued larger companies. In managing the portfolio he asks the question - what is cheap, why is it cheap, and is it big enough to buy?

  • Royal London Corporate Bond Fund - removed from Wealth 150
  • Royal London Corporate Bond Fund - removed from Wealth 150

    It has been announced Sajiv Vaid will step down as manager of the Royal London Corporate Bond Fund and will leave Royal London. The fund has therefore been removed from the Wealth 150 list of our favourite funds for new investment.

  • M&G UK Growth Fund - a brief update
  • M&G UK Growth Fund - a brief update

    Mike Felton adopts a contrarian approach with the M&G UK Growth Fund. He seeks unloved companies, which he views as having longer-term potential for improvement. Valuation also forms a key part of his stock selection strategy.

  • Old Mutual Global Strategic Bond - removed from Wealth 150
  • Old Mutual Global Strategic Bond - removed from Wealth 150

    Stewart Cowley, manager of the Old Mutual Global Strategic Bond Fund, will step down and leave Old Mutual at the end of June 2015. The fund has therefore been removed from the Wealth 150 list of our favourite funds across the major sectors.

  • Jupiter Income Fund research update
  • Jupiter Income Fund research update

    Ben Whitmore began managing the fund in January 2013. He seeks out of favour companies whose share prices he believes are under-priced, despite them being well-run and having sound balance sheets.

  • M&G American Fund research update
  • M&G American Fund research update

    On 28 April 2015 the M&G American Fund will undergo a number of changes. They are being made in an effort to improve the fund's performance which has been lacklustre in recent years.

  • Schroder Absolute UK Dynamic Fund research update
  • Schroder Absolute UK Dynamic Fund research update

    Following a poor period of performance in 2014 the fund shrunk to a smaller size again and recently reopened. However, from 23 April 2015 dealing in the fund will take place weekly, as opposed to daily.

  • Investec Strategic Bond Fund research update
  • Investec Strategic Bond Fund research update

    The Investec Strategic Bond Fund has been managed by John Stopford since November 2006 and co-manager Seamus Vasey from December 2013. The fund has underperformed the sector for the majority of the past three years.

  • Jupiter UK Growth Fund - management change
  • Jupiter UK Growth Fund - management change

    Ian McVeigh will step down as co-manager of the Jupiter UK Growth Fund on 1 May 2015. Steve Davies, the fund’s other co-manager, will assume full responsibility for the fund from this date.

  • Henderson Strategic Bond Fund research update
  • Henderson Strategic Bond Fund research update

    John Pattullo and Jenna Barnard's core strategy is to continue to focus on bonds issued by large companies within mature industries, which are less sensitive to fluctuations in the economic cycle.

  • Jupiter Distribution Fund research update
  • Jupiter Distribution Fund research update

    Funds within the mixed investment sectors are limited in their equity exposure. These funds can be a useful tool when managing equity exposure. One such offering is the Jupiter Distribution Fund, managed by Rhys Petheram and Alastair Gunn.

  • M&G Global Leaders - research update
  • M&G Global Leaders - research update

    Most businesses go through good and bad times. Aled Smith, manager of the M&G Global Leaders Fund, looks for those which have gone through a challenging period, but have the potential to recover; or those changing for the better.

  • Liontrust UK Smaller Companies Fund research update
  • Liontrust UK Smaller Companies Fund research update

    Anthony Cross and Julian Fosh, managers of the Liontrust UK Smaller Companies Fund, will only buy companies with valuable intellectual property, strong distribution networks or consistent recurring income.

  • Jupiter Absolute Return Fund research update
  • Jupiter Absolute Return Fund research update

    James Clunie, manager of the Jupiter Absolute Return Fund, employs a long/short strategy. This strategy relies on him making the right calls, if he gets it wrong, the fund will fall in value.

  • Jupiter Corporate Bond Fund research update
  • Jupiter Corporate Bond Fund research update

    Although the UK economy has been growing steadily, Rhys Petheram, manager of the Jupiter Corporate Bond Fund, feels the recovery is fragile and could easily be derailed.

  • Unicorn UK Income Fund research update
  • Unicorn UK Income Fund research update

    Fraser Mackersie and Simon Moon took over management of the Unicorn UK Income Fund in June 2014, though they have been involved in its management since 2008. They have maintained the fund's distinctive philosophy since being appointed lead managers.

  • First State Indian Subcontinent Fund research update
  • First State Indian Subcontinent Fund research update

    The First State Indian Subcontinent Fund, managed by Sashi Reddy and David Gait, has performed exceptionally well over the period, despite tending to avoid sectors more sensitive to fluctuations in the economic cycle.

  • M&G Global Basics Fund research update
  • M&G Global Basics Fund research update

    The M&G Global Basics Fund, managed by Randeep Somel, focuses on companies capable of benefiting from growth in higher-risk emerging markets, regardless of where the company is listed.

  • M&G Global High Yield Bond research update
  • M&G Global High Yield Bond research update

    The M&G Global High Yield Bond Fund invests in bonds across the globe with the aim of generating a high income. It also seeks to grow both the income and capital over the long term.

  • Neptune Global Equity Fund research update
  • Neptune Global Equity Fund research update

    Robin Geffen, manager of the Neptune Global Equity Fund, argues the level interest rates ultimately rise to is far more important than the exact timing of the first rise.

  • Liontrust Special Situations Fund research update
  • Liontrust Special Situations Fund research update

    Julian Fosh and Anthony Cross focus on companies in strong market positions. These companies must possess valuable intellectual property, strong distribution networks or consistent, recurring income.

  • Fundsmith Equity research update
  • Fundsmith Equity research update

    There are managers who adopt a simple, tried and tested approach which can be easily understood. Terry Smith, manager of the Fundsmith Equity Fund, is one such manager.

  • M&G Global Dividend Fund research update
  • M&G Global Dividend Fund research update

    The manager seeks businesses where the dividend is an integral part of the company's ethos. He prefers businesses capable of dividend growth rather than high-yielding companies with little income growth potential.

  • Artemis Global Growth Fund research update
  • Artemis Global Growth Fund research update

    The Artemis Global Growth Fund is managed using SMART-GARP - an in-house quantitative system which tends to focus on companies which have fallen out-of-favour and deemed to be undervalued.

  • Neptune US Opportunities Fund research update
  • Neptune US Opportunities Fund research update

    Felix Wintle, manager of the Neptune US Opportunities Fund, is optimistic for the year ahead. The economy has proved resilient and in his view US companies are well-positioned to continue growing earnings.

  • Invesco Perpetual Asian Fund research update
  • Invesco Perpetual Asian Fund research update

    China, a country which has historically been a major commodities importer, continues to transition towards a more sustainable economic growth environment with a focus on domestic consumption.

  • Newton Multi-Asset Income - new fund launch
  • Newton Multi-Asset Income - new fund launch

    The Newton Multi-Asset Income Fund is due to launch on 4 February 2015. It will aim to provide a sustainable, monthly income, while also seeking to gently grow capital over the long term.

  • Schroder UK Alpha Plus Fund research update
  • Schroder UK Alpha Plus Fund research update

    It has been over a year since Philip Matthews assumed responsibility for the Schroder UK Alpha Plus Fund. We recently met him to understand the changes he has made since taking over the portfolio in October 2013.

  • Old Mutual UK Alpha Fund research update
  • Old Mutual UK Alpha Fund research update

    As a natural contrarian, Richard Buxton tends to favour unloved areas of the market and the manager describes the financials sector as a great area that investors shy away from.

  • Henderson Multi-Manager Funds
  • Henderson Multi-Manager Funds

    Multi-Manager funds offer investors a convenient way to achieve diversification across a number of funds, with a professional fund manager dictating which markets and funds to invest in.

  • Royal London Corporate Bond research update
  • Royal London Corporate Bond research update

    The Royal London team conduct their own analysis to uncover bonds which they view as high quality, offering attractive yields, but which they believe are not necessarily higher risk.

  • TM Sanditon UK Select - new fund launch
  • TM Sanditon UK Select - new fund launch

    The TM Sanditon UK Select Fund will launch on 17 December 2014. The fund will aim to produce a positive real return in order to grow the real value of investors' capital.

  • CF Woodford Equity Income Fund research update
  • CF Woodford Equity Income Fund research update

    Neil Woodford has been investing in out-of-favour companies, with robust earnings and strong cash flow, for over 25 years. He has maintained this approach since launching the CF Woodford Equity Income Fund.

  • Artemis Global Energy Fund research update
  • Artemis Global Energy Fund research update

    Many commodities have struggled for the past few years. It is therefore unsurprising that the Artemis Global Energy Fund, which primarily invests in the oil and gas sector, has had a difficult time.

  • Schroder UK Alpha Income Fund research update
  • Schroder UK Alpha Income Fund research update

    The performance of different stocks or sectors can vary depending at which point we are in the business cycle. It is this philosophy on which Matt Hudson, manager of the Schroder UK Alpha Income Fund, bases his investment approach.

Important information

Please remember the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This article is provided to help you make your own investment decisions, it is not advice. If you are unsure of the suitability of an investment for your circumstances please seek advice.

No news or research item is a personal recommendation to deal.

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