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Funds News

A trust poised to benefit from the structural shifts shaping Japan

While most Japan-focused fund managers cite the impact of “Abenomics”, Praveen Kumar of Baillie Gifford Shin Nippon is more interested in management teams and their business strategies.

Mercantile’s Guy Anderson: Where can investors find the brightest sparks outside the FTSE 100?

Mercantile Investment Trust co-manager Guy Anderson highlights several small- and mid-cap stocks that could create compelling investment opportunities as the UK economy recovers from the coronavirus pandemic.

How 73 years of experience is telling this Schroders manager where a market bubble waits

Schroders’ Ugo Montrucchio takes seven decades of the firm’s multi-asset investing experience and breaks down where the next market bubble is, as well as six other lessons for investors.

Premier Miton hires Will James to head up new European income fund

The fund will aim to capture the unique dividend opportunities across European equity markets.

Legal & General launches three new dividend ETFs

The funds aim to identify consistent dividend payers and avoid value traps.

Why the FTSE 100 is a problem for investors

SDL Free Spirit manager Andrew Vaughan explains why following the FTSE 100 index could lead investors onto the wrong side of long-term market trends.

How three market crashes have shaped this fund manager’s outlook

Richard Penny of the CRUX UK Special Situations fund worked through the dotcom bubble, the financial crisis and last year’s coronavirus crash.

Investment case for India: Not so binary after all

India is without a doubt the noisiest market that Coupland Cardiff’s Andrew Draycott and Abhinav Mehra have ever worked in. Here’s how they cut through the chatter in a country with an “overabundance of opinions”.

Is Asia the best place to find growing dividends?

Asian dividend-paying companies could have all the right ingredients for investors seeking resilient and growing income, according to Matthews Asia’s Joyce Li.

Aviva Investors predicts strong growth in 2021

Aviva Investors has issued a strong growth outlook for 2021, despite worries over virus mutations and renewed lockdowns.

AXA IM appoints John-Paul Temperley to Japanese equity team

Temperley previously managed the Martin Currie Japan Alpha fund.

Four funds to consider if value continues to surge

With the market’s rotation into value continuing, Trustnet asks market experts for a fund to play on this value rally.

Evenlode targets UK and European investors with new global equity fund

The fund, which will be available on from 4 May, will be run in the same vein as the TB Evenlode Global Income fund but with a growth remit.

The asset class where following the benchmark is risky

When it comes to emerging market high yield bonds, the benchmark may not give investors the diversification they are looking for, according to EG Capital Advisers’ Dimitry Griko.

Why UK small caps could be poised for ‘lift-off’

Numerous headwinds that have hindered this high-growth sector over the past five years are now being removed.

Why rising US rates and inflation seems extraordinarily optimistic

Western Asset Management’s Joseph A. Filicetti explains why inflation looks like it will be more muted than some currently fear.

Fund managers’ post-coronavirus optimism ‘as boom as it gets’

April’s Bank of America Global Fund Manager Survey finds that worries about the pandemic are receding as investors grow confident in a strong rebound.

UK economy grew 0.4% in Feb despite lockdown

The latest figures from the ONS are slightly below forecasts and well below pre-pandemic levels.

Fewer active funds outperforming in 2021 as market rotation continues

After demonstrating strong outperformance in 2020, active equity funds have started to struggle in a market where leadership has been turned on its head.

Rathbones: Five key issues that investors can’t ignore

Asset management house Rathbones highlights five issues that are shaping its investment strategy in the current market environment.

The sustainable fund that doesn’t need a growth market to outperform

Although Janus Henderson Global Sustainable Equity has a growth bias, manager Hamish Chamberlayne has structured it so it will still hold up during value rotations.

Baillie Gifford Positive Change’s Qian: Innovation for a more sustainable future

Lee Qian, co-manager of the Keystone Positive Change Investment Trust and the Baillie Gifford Positive Change fund, explains how innovation by businesses is key for creating a more prosperous, sustainable and inclusive future.

Why Archegos, Greensill and Deliveroo are making Rathbone’s Coombs more cautious

Amidst over-leveraged hedge fund collapses and supply-chain financiers going under, Rathbone’s head of multi-asset David Coombs argues that now is the time for equity investors to be cautious but not fearful.

UK equity manager Mark Barnett resurfaces at Tellworth Investments

Invesco’s former head of UK equities is joining Paul Marriage and John Warren’s boutique asset management house.

£1.7trn Capital Group plans UK push with raft of fund launches

The investment group today announced plans to make its investment capabilities more accessible to UK intermediaries and their clients.

BH Macro and BH Global mull merger following shareholder suggestion

Initial approaches have been made about merging the BH Macro and BH Global trusts, but shareholders will be offered an exit opportunity.

The investment trusts that have built on a sector-topping 2020

Trustnet looks at the investment trusts that have managed to stay in the top quartile of their sectors despite the rotation that has up-ended markets.