Funds

The latest fund launches, manager moves and research into investment companies

JP Morgan: Its still a good time to invest in Japan, despite the stock market gains

JP Morgan: Its still a good time to invest in Japan, despite the stock market gains

24 Apr 2015

JP Morgan Fusion fund manager Tony Lanning says investors can be confident that there is more to come from the Japanese stock market, which has enjoyed a stout rally so far this year off the back of the gales of liquidity been injected into the market by the Bank of Japan.

Giles Hargeave: The one UK small cap oil stock worth owning right now 

Giles Hargeave: The one UK small cap oil stock worth owning right now 

22 Apr 2015

Giles Hargreave, the only UK equity fund manager to have outperformed Neil Woodford over an extended period of time, has told What Investment that while he has only about 2 per cent of the capital in his funds deployed in the natural resources sector, but he identified one stock that he owns and believes is an exception to the usual maladies that dominant small cap resource stocks. 

Harry Nimmo: The one IPO I have invested in this month 

Harry Nimmo: The one IPO I have invested in this month 

22 Apr 2015

Veteran UK Small Cap fund manager Harry Nimmo, who manages the £1.1 billion Standard Life UK Smaller Companies fund, has revealed the one IPO he has invested in during the past month. 

JP Morgan: The best income stocks for UK investors today

JP Morgan: The best income stocks for UK investors today

22 Apr 2015

William Meadon, manager of the JP Morgan Claverhouse Investment Trust, which has increased its dividend every year for the past decade, has outlined the stocks and sectors of the market he believes represents value for UK investors at the present time. 

Achieving global economic growth from here is 'beyond the realm of conventional economic theory', so investors should remain cautious 

Achieving global economic growth from here is 'beyond the realm of conventional economic theory', so investors should remain cautious 

17 Apr 2015

Bruce Stout, manager of the £1.5 billion Murray International Investment trust and a long-time bear on the prospects for the global economy, believes that global debt levels have reached such a point that achieving sustained economic growth is ‘beyond the realms of conventional economic theory.’ 

Renewed potential for Monks Investment trust following manager change, says top analyst 

Renewed potential for Monks Investment trust following manager change, says top analyst 

16 Apr 2015

A change in strategy and the appointment of a trio of experienced fund managers means that investors in the £1.2 billion Monks Investment Trust can have renewed hope following years of underperformance, according to Ewan Lovett Turner, director of investment company research at Numis. 

Revealed: The three best funds for cautious UK investors in 2015

Revealed: The three best funds for cautious UK investors in 2015

15 Apr 2015

Adrian Lowcock, head of investment at Axa Wealth, has outlined for What Investment, has revealed the three funds he believes are most suited to UK equity investors with a cautious perspective at the current time. 

Neil Woodford: The three new companies I have invested in this month 

Neil Woodford: The three new companies I have invested in this month 

15 Apr 2015

Neil Woodford, manager of the £5.4 billion CF Woodford Equity Income fund which has returned 20 per cent since launch last June, compared to 9 per cent for the average fund in the IA UK Equity Income sector in the same period, has revealed the four new investments he has made in the past month. 

Mark Mobius: The emerging markets I think are the 'most exciting' for the future 

Mark Mobius: The emerging markets I think are the 'most exciting' for the future 

13 Apr 2015

Veteran emerging markets fund manager Mark Mobius, who runs the Templeton Emerging Markets Investment Trust, has revealed the emerging and frontier markets that he believes have the most growth potential in the coming years.

Alliance Trust shareholders should listen to 'valid case' made by Elliot ahead of crucial vote 

Alliance Trust shareholders should listen to 'valid case' made by Elliot ahead of crucial vote 

10 Apr 2015

The proposals by US company Elliot Investors for radical reforms of the management of the £3.7 billion Alliance Trust investment trust could be beneficial to all shareholders and should be considered, according to Charles Cade, head of investment company research at Numis. 

 

Neil Woodford: Investors shouldn't rely on the Eurozone for growth 

Neil Woodford: Investors shouldn't rely on the Eurozone for growth 

9 Apr 2015

Star fund manager Neil Woodford, whose £5.4 billion Woodford Equity Income fund has returned 18 per cent since launch in June last year, compared to 7 per cent for the average fund in the IA UK Equity Income sector in the same time period, has cautioned investors against turning to the Eurozone in search of growth. 

 

Neil Woodford: Valuations being 'on the floor' is why I am investing in early stage companies 

Neil Woodford: Valuations being 'on the floor' is why I am investing in early stage companies 

7 Apr 2015

As he prepares to launch his new Patient Capital investment trust onto the market via an IPO this month star fund manager Neil Woodford has disclosed that the reason he finds investments in the tiny and embryonic businesses he intends to invest in is that, ‘there are so few investors willing to look at these companies that when a capital provider comes forward, the asking price the entry ticket if you like, is very very low, in the UK the valuations are on the floor.’ 

British Assets Trust changes name and manager, and vows to adopt a multi-asset approach to turnaround dismal performance 

British Assets Trust changes name and manager, and vows to adopt a multi-asset approach to turnaround dismal performance 

1 Apr 2015

The £489 million fund known since 1978 as the British Assets Investment Trust, is now managed by Blackrock’s Adam Ryan, having been taken away from Phil Doel at F&C, and the new manager has vowed to improve the performance of the fund by moving away from the reliance on UK equities and focus more on multi-asset investments.

Mark Barnett: The 8 FTSE 100 stocks I have bought this year 

Mark Barnett: The 8 FTSE 100 stocks I have bought this year 

31 Mar 2015

Celebrating his first calendar year since succeeding Neil Woodford at the helm of the giant Invesco Perpetual Income and High Income fund, Mark Barnett has revealed the FTSE 100 stocks he has been buying of late.

Why Samsung shares are no longer an attractive investment, by top fund manager 

Why Samsung shares are no longer an attractive investment, by top fund manager 

31 Mar 2015

Tom Walker, manager of the Martin Currie Global Portfolio Trust, has disclosed for What Investment the reasons behind his decision to sell his shares in mobile phone giant Samsung. 

Henderson: The three best stocks for UK ISA income investors in 2015 

Henderson: The three best stocks for UK ISA income investors in 2015 

30 Mar 2015

David Smith, manager of the Henderson High Income Trust (LON:HHI), which has a current yield of 4.7 per cent, believes that investors in Vodafone can expect the dividend of the telecoms company to rise in the coming year