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Funds News

Monks trust manager: The pandemic has accelerated innovation and eroded business inertia

FE fundinfo Alpha Manager Spencer Adair explains the changes he has made to the portfolio since April.

Nick Train acknowledges firm’s worst performance in 20 years

The co-founder of Lindsell Train Limited said he will stick to his investment approach despite the lagging performance of his investment management firm.

Why does it take so long to switch investment platforms?

John Blowers investigates what can slow down the transfer of your portfolio – and finds out what you can do to speed up the process.

Investors need to think outside the bubble

Investors narrowmindedness will create opportunities.

Alpha Manager Wright: Why I’ve sold down housebuilders and Restaurant Group

Housebuilders are out, Halfords and financials are in for the Fidelity manager as he looks ahead to 2022.

Liontrust to buy Majedie Asset Management

The acquisition brings Majedie’s investment trusts and open-ended funds under the Liontrust umbrella.

Four hot topics Vanguard will be watching in 2022

With the new year just around the corner, Vanguard highlights four economic and market issues that could sway markets.

Buy Murray Income despite a poor year, say fund pickers

On the first anniversary of Murray Income and Perpetual Income and Growth’s merger Trustnet asks whether investors who stuck by the trust during the past year made the right call.

Investors flood into safe havens post-Omicron

Savers are planning for the worst and moving into ‘safe haven’ assets, but it is too early to tell if they are right.

7IM launches high-risk Pathbuilder fund

The new ‘adventurous’ fund is the most high-risk of the range but costs the same as the others.

Do ESG investors really know what they are buying?

Fund sales in this area are booming, but with a lack of uniformity across the industry, is sustainability anything more than a label?

JOHCM’s Wild: ‘Growth will not beat value in 2022’

The manager of the JOHCM Continental European fund explains why he is backing banks and car makers in 2022.

WisdomTree launches new commodities ETF

The fund will track the Bloomberg Commodity Return Index.

Three reasons Royal London’s £10bn of sustainable funds are topping the tables in 2021

Mike Fox’s £3.2bn Royal London Sustainable World Trust looks to be on track for an 11th year in a row in the first quartile of its sector.

The funds that have tripled your money over 5 years

Technology ETFs, North American and global strategies dominated the list.

Jupiter Merlin fund manager: The regulations in China this year were the final straw

Co-manager David Lewis tells Trustnet why ethical investors should own oil stocks, why he has sold out from China and explains the fund’s gold exposure.

Should Omicron pique your interest?

Editor Jonathan Jones looks at the week's main talking point: Omicron.

The market where it really pays off to buy an expensive fund

Trustnet reveals the top-performing Japanese equity funds over the past five years and compares their ongoing charges.

UK funds remain in the doghouse as investors exercise caution in October

The Investment Association inflow data for October showed investors sat on their hands, waiting for markets to settle.

Fund platform round-up: Abrdn buys interactive investor as AJ Bell results disappoint

There was a flurry of activity in the fund supermarket sector on Thursday. Here, Trustnet breaks down the key points.

Three B2B stocks providing an essential service to their clients

Nick Burchett of the TM Stonehage Fleming AIM fund names three outsourcing companies that perform vital activities for their customers more efficiently than they can do themselves.

Saxo Bank’s 10 ‘outrageous’ market predictions for 2022

The Danish bank shares 10 “unlikely but underappreciated” events that could send “shockwaves” across financial markets if they were to occur.

Should you buy into these stocks before the ESG money hits?

Lightman’s Rob Burnett says many “old economy” companies are on the road to a carbon-free future – giving small investors a chance to buy in ahead of institutional fund flows.

Alpha Manager Nimmo steps back from global fund

The respected stock picker is handing over the reins to his co-manager.

UK investment trusts bear the brunt of investors’ Omicron fears

Despite only appearing at the end of the month, fresh Covid concerns had a major impact on investment trust returns.