Funds

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

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). 

Former Woodford funds continue to shed cash, despite strong performance

Former Woodford funds continue to shed cash, despite strong performance

6 Nov 2014

Investors have pulled a combined £1.1 billion from the Invesco Perpetual Income and High Income funds in the past three months, despite the very strong performance of the funds since Mark Barnett succeeded star manager Neil Woodford as the fund manager in March. 

The three warning signs your bond fund is taking on too much risk

The three warning signs your bond fund is taking on too much risk

5 Nov 2014

Stephen Rodger, head of credit investments at Baillie Gifford, has argued that some bond funds are putting their investors at undue risk by hunting for higher yields.

British Smaller Companies VCTs share offer holds 'considerable interest'

British Smaller Companies VCTs share offer holds 'considerable interest'

29 Oct 2014

The latest issuance of new shares by the two British Smaller Companies venture capital trusts (VCTs) should interest both income and growth-oriented investors, according to Jason Hollands, managing director at Bestinvest.

Hargreaves Lansdown: The best income funds for investors today

Hargreaves Lansdown: The best income funds for investors today

29 Oct 2014

Richard Troue, head of investment analysis at Hargreaves Lansdown, has revealed the three income funds that he favours for private investors whose priority is income. 

Morrisons is 'the one UK supermarket worth investing in right now'

Morrisons is 'the one UK supermarket worth investing in right now'

27 Oct 2014

George Godber, who has returned 25 per cent since April 2013 as manager of the Miton UK Value Opportunities fund, compared to just 9 per cent for the average manager in the IMA UK All Companies sector, has disclosed to What Investment that he has recently invested in supermarket group Morrisons (LON:MRW).

Harry Nimmo: the UK smaller companies I've been buying and selling this month

Harry Nimmo: the UK smaller companies I've been buying and selling this month

27 Oct 2014

Harry Nimmo, whose £1.15 billion Standard Life Investments UK Smaller Companies fund has returned more than double the sector average since launch in 1997, has begun buying healthcare stocks while ditching a number of long-standing holdings.

UK financial services companies are a 'tremendous investment', says star fund manager

UK financial services companies are a 'tremendous investment', says star fund manager

24 Oct 2014

Jamie Seaton, manager of the GVO UK Focus fund, which has returned 103 per cent in the past five years compared to 53 per cent for the average fund in the IMA UK All Companies sector, believes that investors should look to companies in the financial services sector to find value.