Funds

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

BlackRock: The three best stocks for UK income investors in 2015

BlackRock: The three best stocks for UK income investors in 2015

21 Jan 2015

Mark Wharrier, co-manager of the BlackRock UK Income fund, which is the sixth best performing out of 87 funds in the IA UK Equity Income sector over the past 12 months, has disclosed the three stocks that he favours for UK income investors in the current climate. 

All change at British Assets investment trust

All change at British Assets investment trust

20 Jan 2015

The British Assets investment trust (LON:BSET), which has subjected its investors to years of chronic underperformance, has announced a raft of changes in a bid to reverse the decline. 

Ruffer Investment Trust: The best way for investors to protect themselves from deflation in the year ahead

Ruffer Investment Trust: The best way for investors to protect themselves from deflation in the year ahead

20 Jan 2015

While there are ‘considerable’ deflationary pressures in the global economy at present, the continuing policy actions of central banks are likely to minimise the chances of actual deflation taking hold, according to Hamish Baillie, investment director of the £309 million Ruffer Investment Trust (LON:RICA).

Gervais Williams: The best UK smaller companies for income investors to buy for 2015 

Gervais Williams: The best UK smaller companies for income investors to buy for 2015 

16 Jan 2015

High-profile UK smaller companies investor Gervais Williams, whose Diverse Income investment trust has returned 77 per cent compared with 50 per cent for the average fund in the AIC UK Equity Income sector since 2011, has revealed the UK smaller companies he is investing in for income in the current climate. 

Maven VCT manager finds better value by investing outside London

Maven VCT manager finds better value by investing outside London

16 Jan 2015

Bill Nixon, senior partner at Maven Capital and manager of the Maven VCTs, has disclosed to What Investment that he has been seeking opportunities to invest the capital raised by the VCTs in areas outside London and the South East, as he feels that there is much more value to be had in the north of the UK. 

F&C Investments: The UK equity income funds we are buying in 2015 

F&C Investments: The UK equity income funds we are buying in 2015 

14 Jan 2015

Gary Potter, co-manager of the £1 billion F&C Multi-Manager Distribution Income fund, which invests in other open-ended funds, has revealed the four UK equity income funds he is investing in this year. 

Harry Nimmo: The two UK smaller companies I have been buying and selling for my fund 

Harry Nimmo: The two UK smaller companies I have been buying and selling for my fund 

12 Jan 2015

Harry Nimmo, manager of the £1.1 billion Standard Life UK Smaller Companies fund, has revealed the two UK smaller companies he has invested in recently, and the two stocks he has sold. 

Neil Woodford's heir Mark Barnett: how investors should prepare for the stock market volatility that is coming in 2015

Neil Woodford's heir Mark Barnett: how investors should prepare for the stock market volatility that is coming in 2015

7 Jan 2015

Mark Barnett, who succeeded Neil Woodford as manager of the giant Invesco Perpetual Income and High Income funds, has cautioned that UK equity investors are likely to experience further volatility in 2015. 

Bruce Stout: How investors should react to the oil price fall

Bruce Stout: How investors should react to the oil price fall

6 Jan 2015

Private investors and economists should maintain a focus on ‘capital preservation’ in the current climate, rather than believe that the fall in the oil price will change the picture for global economic returns, according to Bruce Stout, manager of the £1.2 billion Murray International investment trust (LON:MYI).

Old Mutual: The best stocks for UK income investors in 2015

Old Mutual: The best stocks for UK income investors in 2015

5 Jan 2015

Stephen Message, manager of the Old Mutual UK Equity Income fund, which has returned 82 per cent over the past five years compared with 63 per cent for the average fund in the IMA UK Equity Income sector over the same period, has outlined the funds and sectors that he believes UK income investors should focus on in 2015. 

BlackRock's Prentis: The UK Smaller companies I have been buying for 2015 

BlackRock's Prentis: The UK Smaller companies I have been buying for 2015 

2 Jan 2015

Mike Prentis, the experienced manager of the high-performing BlackRock Smaller Companies investment trust, has outlined the stocks he has recently purchased for his £465 million fund. 

Sebastian Lyon: The best stocks for cautious investors in 2015 

Sebastian Lyon: The best stocks for cautious investors in 2015 

17 Dec 2014

Sebastian Lyon, manager of the Personal Assets Trust, which prides itself on helping investors ‘protect and increase (in that order)' their funds, has outlined the investments he has been making to minimise the impact of the current stock market volatility. 

Maven VCTs offer appeal for 'cautious' investors 

Maven VCTs offer appeal for 'cautious' investors 

10 Dec 2014

Jason Hollands, managing director of fund supermarket Tilney Bestinvest, has disclosed to What Investment that the latest fundraising from Maven, which aims to attract investment of £18 million across its range of five venture capital trusts (VCTs), is likely to be attractive for investors with a desire to gain exposure to VCTs but who have a cautious investment horizon. 

'The two best mid-cap stocks for UK income investors today'

'The two best mid-cap stocks for UK income investors today'

5 Dec 2014

Hugh Yarrow, whose £211 million Evenlode Income fund is among the top 20 per cent of all funds in the IMA UK Equity Income sector over one, three and five years, and is the absolute top performing out of 88 funds over the past three months of highly volatile markets, has told What Investment about the two mid-cap stocks that he has recently bought for income. 

Hargreaves Lansdown: The three best income funds for UK investors in 2015 

Hargreaves Lansdown: The three best income funds for UK investors in 2015 

5 Dec 2014

Laith Khalaf, investment research analyst at Hargreaves Landown, has nominated the three funds that he believes should offer most appeal to UK income investors in 2015. 

Neil Woodford vs. Mark Barnett six months in: The verdict

Neil Woodford vs. Mark Barnett six months in: The verdict

4 Dec 2014

Neil Woodford has marginally outperformed his successor as manager of the Invesco Perpetual Income and High Income funds in the six months since his new Woodford Equity Income fund came to market.