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

Columbia Threadneedle and Aviva to shutter UK smaller companies funds

The two longstanding funds will close later this year.

US house builders were better performers than Microsoft for BNY Mellon Multi-Asset

The market is underestimating the tailwinds of US housing companies, according to BNY Mellon’s Paul Flood.

Bitcoin halving: Will the cryptocurrency surge or will it be a damp squib?

People who mine the cryptocurrency will receive 3.125 Bitcoins for their effort, down from the 6.24 Bitcoins they currently receive.

The top-yielding UK stocks to earn 10% income per year

Some domestic companies are paying 10% dividends – more than double the amount investors can get from bonds and cash.

Funds to hold alongside Fundsmith Equity

Bestinvest’s Jason Hollands picks four funds with a complementary approach to Fundsmith for investors who want to diversify manager and stock-specific risk.

Investors can get 15% or more from bonds in the next two years, says Pictet manager

Pictet Asset Management expects strategic credit portfolios to deliver high returns due to the elevated yields on offer.

Navigating global headwinds: The case for emerging market debt

The macro environment is largely favourable for emerging market debt and the asset class offers an immense opportunity to invest across different regions, countries, industries, currencies and ratings.

Mixed asset fund flows: Investors lose faith with Ruffer Total Return and Troy Trojan

Savers abandon Vanguard LifeStrategy 40% Equity yet flock to Vanguard LifeStrategy 80% Equity.

The most consistent Asia funds of the decade

Fidelity India Focus, Morant Wright Japan and Jupiter Merian Asia Pacific have outperformed year in, year out.

Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’

Jupiter Asset Management has the most Hall of Fame members, with five of its fund managers holding an Alpha Manager rating for at least seven years.

F&C vs Alliance Trust: Which core global equity trust should you pick?

Experts explain the differences between the two trusts, share their preferences and suggest strategies to complement them.

Why the size of investment trusts matters to investors

Any investment trust with a market capitalisation below £200m might be considered sub-scale, although some large investors may even prefer £1bn.

A historic valuation opportunity in the UK

Investors should not overlook the domestic market.

Global fund managers at their ‘most bullish’ since Jan 2022

The Bank of America Global Fund Manager Survey reports a significant surge in optimism this month.

Why the world’s largest manager is betting the US juggernaut can breach new highs

BlackRock expects US earnings growth to broaden out beyond tech and is looking for selective sector opportunities in industrials, commodities, healthcare and energy.

The 'purest' trust to buy if you're bullish on Scottish Mortgage's private companies

The trust for going all-in on Scottish Mortgage’s unlisted holdings.

Latest inflation numbers cast shadow over interest rate cut expectations

Inflation seems to be sticker than previously thought in the UK, new data suggests.

Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024

Passive funds were favoured in the first three months of the year.

Three UK quality growth small-caps to hold ahead of better times

The manager of the WS Whitman UK Small Cap Growth fund highlights three UK quality-growth small-caps that he believes will emerge stronger from the current turmoil.

When hawks fly like doves

Despite this rosy picture, we are also aware that many things could go wrong.

Don’t write off active UK funds for their recent underperformance, Invesco says

While being underweight domestic stocks has hurt active managers, a white paper from the asset management house argues that this positioning could eventually pay off.

Bond fund flows: Investors penalise Allianz Strategic Bond and Janus Henderson Strategic Bond for poor performance

Latest data reveals which sterling bond funds have lost or gained investors’ confidence so far this year.

Emerging market returns forecast to outpace the US over the next 10 years

Amundi analysts suggest emerging markets outside of China will flourish, while the US and Japan struggle.

Two trusts to consider as the UK market starts to recover

The FTSE 100 broke through 8,000 last week and Peel Hunt analysts suggest this could be a good opportunity to back the domestic market.