Funds

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

Aberdeen Latin American Income trust 'a unique opportunity'

Aberdeen Latin American Income trust 'a unique opportunity'

20 Aug 2014

The healthy dividend yield and mixture of exposure to both debt and equity means that the Aberdeen Latin American Income Trust offers investors ‘a unique proposition’, according to Charles Tan, investment trust analyst at Cantor Fitzgerald. 

Richard Buxton: Scottish independence would cause the UK stock market to 'fall heavily'

Richard Buxton: Scottish independence would cause the UK stock market to 'fall heavily'

19 Aug 2014

A 'yes' vote in the Scottish independence referendum would have a ‘major material impact’ on the UK stock market, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund.

Terry Venables' new football investment fund 'not suitable for retail investors'

Terry Venables' new football investment fund 'not suitable for retail investors'

19 Aug 2014

A new investment vehicle fronted by former England football manager Terry Venables ‘should not be marketed to private investors as it is not suitable for them’, argued Jason Hollands, managing director at Bestinvest. 

RCM Technology trust changes name 

RCM Technology trust changes name 

18 Aug 2014

The RCM Technology Trust, a £140 million vehicle managed by Walter Price which has returned £4,000 for every £1,000 invested since1995, will henceforth be known as the Allianz Technology Trust. 

Sebastian Lyon: Why I am selling Microsoft shares right now

Sebastian Lyon: Why I am selling Microsoft shares right now

15 Aug 2014

Sebastian Lyon, manager of the £2.3 billion Troy Trojan fund, has disclosed that he has been reducing his holdings in technology giant Microsoft, having held the shares since 2010. 

Job Curtis: Income investors should stick with UK house building stocks 

Job Curtis: Income investors should stick with UK house building stocks 

13 Aug 2014

Shares in UK-listed house builders offer real value at present despite the negativity that has surrounded those stocks as investors anticipate interest rates rising, according to Job Curtis, manager of the £1.2 billion City of London investment trust (LON:CTY). 

Hargeaves Lansdown announces changes to its platform fees and charges 

Hargeaves Lansdown announces changes to its platform fees and charges 

13 Aug 2014

Fund supermarket Hargreaves Lansdown has announced a raft of changes to the charges and services available on its Vantage platform.

 

Witan: UK investors should prepare for a weaker pound from 2015 

Witan: UK investors should prepare for a weaker pound from 2015 

12 Aug 2014

Andrew Bell, chief executive of the £1.5 billion Witan Investment Trust (LON:WTAN), which has returned 11 per cent over the past year, compared with 4 per cent for the AIC Global Investment Trust sector, believes that UK equity investors should focus on investments that do better as sterling weakens next year. 

Harry Nimmo: The UK smaller companies I am buying, and selling, right now

Harry Nimmo: The UK smaller companies I am buying, and selling, right now

11 Aug 2014

Star small-cap fund manager Harry Nimmo, whose £1.2 billion Standard Life UK Smaller Companies fund has been a bastion of many private investors' portfolios for many years, has outlined the stocks that he has bought and sold for the fund so far this year.

Miton's Greenwood: There is only one European investment trust worth buying right now

Miton's Greenwood: There is only one European investment trust worth buying right now

7 Aug 2014

Nick Greenwood, manager of Miton Worldwide Growth Investment Trust (LON:MWGT), which invests in other investment trusts, has been slowly diluting his holdings in Eurozone trusts this year, but believes there is one left that is worth keeping for the very long term.

Private equity investment trusts tipped for solid growth

Private equity investment trusts tipped for solid growth

6 Aug 2014

Many private equity funds are expected to report positive returns of '3 to 8 per cent' for the first half of 2014 when their interim results start appearing next week, according to analysis from broker Oriel Securities.

Neil Woodford: Why I am buying Royal Mail shares for my new fund

Neil Woodford: Why I am buying Royal Mail shares for my new fund

5 Aug 2014

Neil Woodford, the high profile fund manager who has raised £2.3 billion in two months for his new CF Woodford Equity Income fund, has revealed the reasons why he has invested in Royal Mail (LON:RMG) shares. 

Anthony Bolton's heir: How I'm preparing for China's growth slowdown

Anthony Bolton's heir: How I'm preparing for China's growth slowdown

4 Aug 2014

Dale Nicholls, who succeeded the veteran Anthony Bolton as manager of the Fidelity China Special Situations investment trust (LON:FCSS), has outlined the sectors that he believes will offer best value for investors in that country as the economy slows down.

Foreign & Colonial raises dividend for 44th time, but underperforms market

Foreign & Colonial raises dividend for 44th time, but underperforms market

30 Jul 2014

The world's oldest investment trust Foreign & Colonial (LON:FRCL) has raised its annual dividend for the 44th year in a row.

'Extreme complacency' means that capital preservation is key for investors this year: Stout

'Extreme complacency' means that capital preservation is key for investors this year: Stout

24 Jul 2014

Bruce Stout, manager of the £1.4 billion Murray International (LON:MYI) investment trust, continues to hold a robustly bearish view of the global economy, warning investors that in the current market ‘capital preservation is key'.

New Burford Capital retail bond 'too risky' for the typical private investor

New Burford Capital retail bond 'too risky' for the typical private investor

22 Jul 2014

Bryn Jones, head of fixed income at Rathbone Unit Trust Management, has told What Investment that the new retail bond issued by litigation financier Burford Capital is only suitable for investors with a higher than average risk profile.