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

Ashoka’s Khemka: Managers can't just sit on their laurels and expect to get paid

Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets, believes that managers who don’t beat their benchmarks should not charge fees.

Time for a patriotic punt on the UK stock market?

UK equities hit an all-time high this week but there’s plenty of petrol in the tank to continue fuelling this rally.

The funds to dip your toes back into smaller companies

This could be an attractive entry point into the asset class, say experts.

The two industries investors are wrong to write off

There is more growth in airlines and banks than people think, according to Phoenix Asset Management's Gary Channon.

Is it gold’s time to shine?

The gold price has soared recently but there could still be upside if history is anything to go by.

The red flags retail investors should look out for

Experts reveal what signals retail investors should monitor to avoid pitfalls with their fund selection.

AJ Bell replaces Jupiter UK Special Situations with Man GLG Income

The platform is removing Jupiter’s fund following the departure of its manager, Ben Whitmore.

Four reasons for investors to consider buying UK banks

Hargreaves Lansdown highlights low defaults and a recovering economy as two reasons for optimism.

The veteran emerging markets managers still producing top returns

Trustnet looks at emerging market and Asian equity funds that have been run by the same manager since 2004 and have achieved top-quartile returns over the past three years.

A tech bubble? We’re not even close

Nvidias’ valuation is “very reasonable” and Alphabet is cheap, according to J. Stern & Co.’s Chris Rossbach.

Fundamental investing in a time of momentum

The market may vote to send momentum even higher in the short term, but in times like these, fundamental investors must stay the course.

Don’t miss the UK recovery by getting stuck in the wrong part of the market

A myriad of catalysts are spurring UK equities to new heights but not all stocks will benefit equally.

Head of HSBC’s $13bn World Selection funds steps down

Kate Morrissey is leaving for an opportunity elsewhere and will be replaced by her colleague Nicholas McLoughlin.

The only investment trust that has never lost money in 10 years

Trustnet looks at the only investment trust that delivered positive returns every calendar year since 2014.

Vanguard appoints BlackRock’s head of iShares as CEO

Salim Ramji is replacing Tim Buckley, who is retiring in July after 33 years at Vanguard.

The only UK funds that have managed to beat the global market

FE Analytics shows that 21 UK funds have outperformed the MSCI AC World index over three years.

Fidelity and Legal & General have a new favourite region

Fidelity’s Talib Sheikh and Legal & General Investment Management’s Sonja Laud both prefer European equities to the US.

A question of trust

What is a trust, when would you need one and how do you set one up?

How the pariah status of UK equities impacts investment trusts

Experts explain how the lack of enthusiasm of UK equities is indirectly affecting investment trusts.

Fund managers hike equities as bullishness approaches three-year high

Managers are overweight equities, technology, US large-cap growth, Europe and commodities, but underweight real estate, the UK and China.

The UK has no ‘unique’ companies left, warns top global equity income manager

The last exceptional company in the UK was ARM Holdings, says Aegon’s Douglas Scott.

US election poses more risk for European than US markets

Fund managers believe a Trump victory is more of a concern for European markets than for US equities.

BlackRock urges investors to double their exposure to Japan

The asset manager warns that the average EMEA investor is still underweight Japanese equities.

The Asia funds that keep delivering the most bang for your buck

Matthews Asia funds have excelled at beating their benchmarks.

Fidelity Global Multi-Asset Income’s new manager axes government bonds and evolves process

Talib Sheikh, who recently took over Fidelity’s multi-asset income funds, believes the global economy has entered a new regime.

High yield: Differentiation to drive the next leg of performance

European high yield has outperformed the US this year, which is pretty rare, but the factors driving those returns are even more intriguing.

Square Mile ratings: Premier Miton, HSBC and Mercantile trust in, PIMCO out

The research company’s Academy of Funds has several new entrants and two departures.