Funds

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

Star manager Godber sells entire BT stake over the summer 

Star manager Godber sells entire BT stake over the summer 

1 Sep 2014

George Godber, co-manager of the Miton UK Value Opportunities fund, which has returned 29 per cent since its launch in April 2013 compared with 15 per cent for the IMA All Companies sector in that time, has told What Investment that he recently sold all of his holding in BT. 

JP Morgan: The best-value stocks for UK income investors today 

JP Morgan: The best-value stocks for UK income investors today 

29 Aug 2014

Sarah Emly, co-manager of the £432 million JP Morgan Claverhouse Investment Trust, has outlined the UK stocks which she believes represent value for income investors amid the current market volatility. 

Investors in pharmaceutical companies should prepare for a 'golden age' 

Investors in pharmaceutical companies should prepare for a 'golden age' 

28 Aug 2014

James Thomson, manager of the Rathbone Global Opportunities fund, has – for the first time in a decade – begun to invest in pharmaceutical companies, as he feels that the investment case has ‘changed dramatically’.

Nick Train: The best stocks for UK investors to grow their income in the years ahead

Nick Train: The best stocks for UK investors to grow their income in the years ahead

27 Aug 2014

Eminent fund manager Nick Train, whose Finsbury Growth and Income Trust (LON:FGT) has returned 529 per cent since 1995, compared with 275 per cent for the average trust in the AIC UK Equity Income sector, has nominated the stocks he believes will continue to grow their dividends materially in the coming years. 

HgCapital regains its 'mojo' as value of assets increases and special dividend is paid  

HgCapital regains its 'mojo' as value of assets increases and special dividend is paid  

26 Aug 2014

Private equity investment trust HgCapital (LON:HGT) has been able to revalue some of its assets upwards by 11 per cent, and pay a special dividend of 19p per share. 

Lord Rothschild: The two markets I have invested more money in this year 

Lord Rothschild: The two markets I have invested more money in this year 

22 Aug 2014

Lord Rothschild, manager of the RIT Capital Partners investment trust, has revealed the two markets in which he has increased his exposure in 2014. 

Investors 'should stick with' M&G Recovery fund, despite the underperformance 

Investors 'should stick with' M&G Recovery fund, despite the underperformance 

21 Aug 2014

While the performance of the £6.3 billion M&G Recovery fund has been poor, investors should stick with it, according to Simon Evan-Cook, multi asset investment manager at Premier Asset Management.

Fidelity Special Situation's Alex Wright: The three FTSE 100 stocks that are 'very cheap' right now 

Fidelity Special Situation's Alex Wright: The three FTSE 100 stocks that are 'very cheap' right now 

21 Aug 2014

Alex Wright, manager of the Fidelity Special Situations fund and the Fidelity Special Values investment trust, believes that while investors ‘have to work harder’ than usual to find value in the present market, a number of the very largest companies in the FTSE 100 are particularly cheap. 

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. 

The best way to invest in smaller companies on the UK stock market right now 

The best way to invest in smaller companies on the UK stock market right now 

18 Aug 2014

Dan Nickols, manager of the Old Mutual UK Smaller Companies Fund outlines how investors should handle the volatility evident in the UK Smaller Companies sector right now.  

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.

 

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September 2014