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Funds News

Royal London Global Equity Diversified: Why being bullish on one stock was the worst call of the year

Co-manager Finn Provan explains what was learnt from not downsizing UnitedHealth Group.

Cutting cash ISAs won’t create a nation of investors but education might

The government’s reported plan to lower the cash ISA limit misunderstands why people choose cash and risks pushing them into investments they’re not ready for.

Three funds for investors to play the UK rally

Experts identify UK equity funds with long-term potential for a variety of risk appetites.

Trade buyers take lead as private equity stalls on UK takeovers

Analysts at AJ Bell explain why private equity has not driven takeover attempts this year.

How to position for the ‘wait and see’ economy

JP Morgan Asset Management’s Hugh Gimber explains how to put cash to work in today’s market.

NS&I unveils new rates for multi-year British Savings Bonds

New Junior ISA rate to also apply from mid-July.

Murray Income Trust launches “surprise” strategic review

REIT rally fades as Credo moves from discounted trusts to long/short strategies

The managers of Credo Dynamic redeployed capital from REITs into hedge-fund-style strategies.

Terry Smith exits Brown-Forman for eyewear giant EssilorLuxottica

Fundsmith Equity portfolio sees US drinks firm replaced by European optical powerhouse

The charts that show what you should have bought in 2025’s first half

Trustnet reviews the past six months to find out the strongest parts of the market.

Monks managers prioritise resilience amid US uncertainty

The trust's annual report details a focus on "adaptable holdings" and continued belief in the US healthcare sector.

The trusts benefiting from the US dollar’s fall from grace

Kepler’s David Brenchley identifies the investment trusts to consider if the dollar continues to weaken.

Sector focus: European equities surge in 2025

Trustnet finds out how European equities have caught investors’ eyes this year.

Fidelity’s Alex Wright cuts defence in favour of banks and the UK consumer

The manager explains why businesses such as Lloyds, Frasers Group and DFS look particularly compelling.

The trusts worth paying a premium for – and those with cheaper alternatives

Fund selectors reveal which investment companies on a premium are attractive and which are not.

Why what beat Spider-Man and Darth Vader won’t beat our process

Artemis’ William Tamworth teaches some investment lessons from ‘Hollywood accounting’.

Technology, energy and Korea drive fund returns in June

Nothing stops optimism in a positive month for markets.

Ninety One poaches David Knee as head of multi-asset

Former M&G executive to lead asset manager's multi-asset capabilities from late 2025.

Quilter's WealthSelect MPS cuts equity and ups bonds in cautious rebalance

Shift reflects persistent geopolitical risks and uncertainty.

WisdomTree Europe Defence ETF passes $3bn in three months

Strong inflows underscore investor momentum amid heightened NATO-driven defence spending.

L&G’s Private Markets Access Fund hits £1.3n in one year

Legal & General’s Private Markets Access Fund has amassed more than £1bn in assets within 12 months and broadened pension client access.

HANetf to launch Indo-Pacific Defence ETF

HANetf’s new defence ETF will target Indo-Pacific-listed companies, amid a regional rearmament push.

Vanguard: The unseen risk of building a portfolio from index funds

Small differences between indices can have big consequences for a portfolio if investors aren't aware of them.

Calls for Lifetime ISA overhaul as flaws come under scrutiny

The dual-purpose savings scheme is leading savers to make poor financial decisions and squandering billions in public money.

The rise of ‘pod shop’ trading: Why hedge funds like Citadel and Millennium are redefining Wall Street's approach to valuation

Redwheel’s Ian Lance explains how the growth of multi-manager hedge funds is reshaping market dynamics.

Fund managers’ mid-year take: Investors should actively rewire their allocations

With US dominance fading, 2025's second half may reward portfolios that embrace alternatives and local exposures, asset managers say.

Why this top-performing UK fund manager does not want a UK revival

Ninety One’s Alessandro Dicorrado explains why people are missing the point by waiting for international investors to return to the UK.

The global trusts consistently outperforming on Sharpe ratio

Trustnet finds five global investment trusts with strong risk-adjusted returns year in, year out.