Richard Saldanha, who runs the Aviva Global Equity Income fund, has asserted that the shares of global consumer company Unilever remain an attractive income investment, despite the valuation.
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Thomas Balfour, who jointly runs the £943 million Aviva UK Equity Income fund has revealed the reasons why he won’t invest in the shares of Tesco, or any other UK supermarket.
Simon Gergel, the long serving manager of the £651 million Merchants Investment Trust, has revealed the stocks he has been buying to profit from the 10 per cent fall in the value of sterling since the EU referendum result.
Tom Hampton, head of corporate dealing at Foremost Currency Group and Foremost Markets, writes exclusively for What Investment on the implications for sterling of the UK’s decision to leave the European Union.
Harry Nimmo, who runs the Standard Life UK Smaller Companies fund, a £1.2 billion vehicle that has returned 9 per cent in 2016, has revealed the shares he has been buying and selling over the past month.
Why I've sold all my BHP Billiton shares, and where I'm investing for income in Asia, by top investor
Mark Williams, who runs the £76.6 million Liontrust Asia Income fund, has revealed the reasons why he has sold his shares in mining giant BHP Billiton, and disclosed the shares he is buying for income in Asia.
Top investor Terry Smith labels rivals as untrustworthy as he pumps £115 million more of his own cash into his fund
The top performing city veteran Terry Smith, whose £8.44 billion Fundsmith Equity mandate is the top performer from 200 in the IA Global Sector over the past three and five years, has lashed out at other fund managers for not investing their own cash in their own funds.
Investors should ignore the 'cod science' of Lloyds Banking Group shares, and expect a disappointment on the dividend
Stephen Bailey, who runs the £524 million Liontrust Macro Equity Income fund, which has a current yield of 4.3 per cent, has asserted that only ‘cod science’ justifies the optimism that the majority of the market feel about Lloyds Banking Group shares, and that the company will have major problems paying the dividend.
Star fund manager Neil Woodford has revealed the one new investment he has made for the Patient Capital Investment Trust.
Simon Edelsten, who runs the Artemis Global Select fund, which has returned 100 per cent in five years, compared to 71 per cent for the average fund in the IA Global sector in the same time period, has revealed the reasons why he has sold all of his shares in US tech giant Facebook.
The UK mid cap I've bought because it has 'significant potential to improve margins', by top investor
Derek Stuart, who runs the £1.1 billion Artemis UK Special Situations fund, which has returned 74 per cent over the past five years, compared to 67 per cent for the average fund in the IA UK All Companies sector in the same time period, has revealed the UK Mid Cap stock he has bought more shares in because a deal recently completed by the company means it has a renewed and significant potential.
Thomas Moore, who runs the £1.2 billion Standard Life UK Equity Income Unconstrained fund, which returned 12 per cent in 2016, compared to 6 per cent for the average fund in the sector in the same time period, has revealed the three FTSE 250 stocks in which he has been investing more for income.
Jack Barrat, who runs the £512 million GLG Undervalued Assets fund has revealed for What Investment what he believes are the smartest infrastructure investments in the UK after Brexit.
Job Curtis, who runs the £1.3 billion City of London Investment Trust, which has increased its dividend for each of the past fifty years, has asserted that, despite the suite of negatives that surround the stock, BT’s share dividend looks reliable.
John Bilton, global head of multi-asset strategy at JP Morgan Asset Management, has asserted that while the global economy is likely to improve towards the end of this year, continued currency strength is likely to dent the potential returns available in Japan.
Star fund manager Neil Woodford, whose £9.5 billion CF Woodford Equity Income fund has returned 30 per cent in the 26 months since launch, has revealed the UK smaller company share in which he has doubled his investment over the past month.