Research Centre
The information in Fund News is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Funds News

Fidelity’s Alex Wright: Managing the fund after Anthony Bolton is like running Man United after Sir Alex Ferguson

The Fidelity Special Situations manager tells Trustnet his biggest frustration with the investment industry and the FTSE 100 giants that beat analyst’s expectations.

How to spot key man risk

Editor Jonathan Jones looks at key person risk after a spate of stories on the subject.

The investment trusts that have tripled your money over 5 years

Scottish Mortgage, BlackRock Throgmorton and a pair of technology trusts made the list.

Initial Brexit chaos is over, says Invesco’s Brown

The manager of Invesco Perpetual UK Smaller Companies says that while “20-person businesses” may be struggling, their larger peers have been able to absorb extra costs.

Why you can still buy into China if you are selective about it

Some investors are hesitant about investing in China while others are comfortable to look beyond the headlines and take the opportunities.

Oil is up 74% this year, but the risk-reward ‘is not worth it’

Trustnet asks discretionary fund managers (DFMs) whether the rise in oil is sustainable and if investors should buy into the commodity.

This sector has beaten tech year-to-date, is now the time to buy?

The same factors that will drag down most equities will likely be a tailwind for this one sector.

Revealed: The Asia funds charging investors double in additional costs

The third part of Trustnet’s transaction costs study examines the IA China/Greater China, IA Asia Pacific Excluding Japan, IA Asia Pacific Including Japan and IA Global Emerging Markets sectors.

Why investors need to stop worrying about inflation

Research from Dimensional shows that, on average, all assets apart from one-month T-Bills tend to deliver real returns in high-inflation years.

Reasons to be thankful in US smaller companies

US small caps have delivered better returns than the S&P 500 Index and have risen for five consecutive quarters.

Sebastian Lyon: Why I sold Berkshire Hathaway

The Trojan fund manager revealed that the Personal Assets Trust has sold out of Warren Buffet’s investment house due to key-man risk and its “disappointing” capital allocation.

The UK funds suitable for investors of all risk tolerances

Trustnet looks at the UK funds that the AFI panel recommends for cautious, balanced and aggressive investors.

The global trusts on the biggest discounts or premiums relative to their history

Trustnet continues its study into which trusts have the most inflated valuations and biggest discounts relative to their five-year average, this time focusing on global investment trusts.

EdenTree’s Hiorns: Why I’ve ditched oil stocks for banks

A shift in his fund’s strategy forced the manager to ditch the likes of BP and Shell, but he says there are plenty of other high-yielding companies on low valuations.

The one place in the world where interest rates have already risen

Emerging markets are ahead of the developed world on economic policy, but their bonds are more lucrative than stocks, says BlackRock.

How new managers are turning around this once emerging market favourite

One of MI Somerset Emerging Markets Dividend Growth fund’s new managers explains what is being done differently and how this boosted the fund from bottom to top quartile since taking over.

The top European funds worth paying up for

Trustnet reveals the best active European equity funds that charged the highest costs for their performance, over the past five years.

Why this manager’s pre-dotcom bubble experience made him buy Netflix

Michael Crawford of the TB Chawton Global Equity Income fund sees parallels between the value of Netflix’s content and Sky’s purchase of the Premier League rights in 1992.

Why you shouldn’t invest in your passions: Trustnet Magazine is out now!

The latest edition of Trustnet Magazine reveals why you shouldn’t mix business with pleasure when investing.

Europe is as attractive as it has been since I launched my fund

Why a lack of labour availability and deglobalisation could improve the prospects for many European companies that have struggled.

Does age matter when picking a fund manager?

Peter Hargreaves says he prefers a young management team as they are less likely to retire, but do others agree?