Funds

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

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. 

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

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

2 Dec 2014

Veteran UK small-cap fund manager Harry Nimmo, whose £1.1 billion Standard Life UK Smaller Companies fund has returned 753 per cent since 1997, compared with 365 per cent for the average fund in the IMA UK Smaller Companies sector over the same period, has outlined the stocks that he has been buying and selling for his fund. 

Ruffer Investment Trust: How to invest in assets that benefit from deflation

Ruffer Investment Trust: How to invest in assets that benefit from deflation

1 Dec 2014

The managers of the Ruffer Investment Trust (LON:RICA), whose last quarter was its best of 2014, have outlined the investments that they believe are the best for private investors to have exposure to in an environment where deflation is on the horizon.

Investors who buy BP shares for the income are 'living in a fool's paradise'

Investors who buy BP shares for the income are 'living in a fool's paradise'

27 Nov 2014

Whilst the yield on BP (LON:BP) looks attractive at over 5 per cent, investors should be sceptical about the oil giant's capacity to pay dividends in the coming years, according to Colin McLean, manager of the SVM UK Growth fund.

Merchants Trust manager's income search leads to Diageo

Merchants Trust manager's income search leads to Diageo

27 Nov 2014

Simon Gengel, manager of the £659 million Merchants Investment Trust (LON:MRCH), which is one of the highest-yielding trusts in the AIC UK Equity Income sector at 4.84 per cent, has revealed that ‘for the first time in several years’ he has invested in drinks giant Diageo. 

Nick Train: How to invest in the rise of the dollar 

Nick Train: How to invest in the rise of the dollar 

26 Nov 2014

High-profile fund manager Nick Train, who runs the Finsbury Growth & Income Trust (LON:FGT) and the Lindsell Train Investment Trust (LON:LTI), has nominated publishing company Pearson and games console maker Nintendo as two stocks with the potential to grow revenue significantly as the US dollar strengthens.

Henderson: Cash will be a better 'investment' than bonds in 2015

Henderson: Cash will be a better 'investment' than bonds in 2015

21 Nov 2014

Investors seeking the best investments for 2015 will face turbulence in the UK stock market and should prefer holding cash to bonds, according to Alex Crooke, manager of the £225 million Henderson High Income trust (LON:HHI).

Legal & General: The best investment for 2015 is UK property funds 

Legal & General: The best investment for 2015 is UK property funds 

21 Nov 2014

The top asset class for UK investors in 2015 and beyond is UK property, according to Justin Onuekwusi, multi-asset investment manager at Legal & General Investments.

Philip Rodrigs: The best UK smaller companies for investors today

Philip Rodrigs: The best UK smaller companies for investors today

20 Nov 2014

High-performing UK smaller companies fund manager Philip Rodrigs has outlined for What Investment readers the smaller company stocks that he feels offer value in the current climate. 

JP Morgan: The three best sectors for UK income investors to focus on in 2015

JP Morgan: The three best sectors for UK income investors to focus on in 2015

19 Nov 2014

Sarah Emly, co-manager of the JP Morgan Claverhouse investment trust (LON:JCH), has outlined the sectors she believes UK equity income investors should focus on in 2015.

Edelsten: Companies around the world are losing faith in the prospects for global growth

Edelsten: Companies around the world are losing faith in the prospects for global growth

11 Nov 2014

Simon Edelsten, co-manager of the £61 million Mid Wynd International Investment Trust, which is ranked sixth out of 34 trusts in the AIC Global Sector in the six months since he became manager, believes that many of the companies he is meeting are ‘downbeat’ regarding the potential for the global economy to contribute to investor returns in the coming years. 

Scottish Mortgage Investment Trust: We have made more than 300 per cent profit on Alibaba shares, but we aren't selling 

Scottish Mortgage Investment Trust: We have made more than 300 per cent profit on Alibaba shares, but we aren't selling 

7 Nov 2014

A huge gain from its early investment in Alibaba fuelled a strong year of performance for the £3.3 billion Scottish Mortgage Investment Trust (LON:SMIT).