Funds

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

Standard Life: The one UK oil share that offers better value than Shell right now 

Standard Life: The one UK oil share that offers better value than Shell right now 

2 Sep 2015

Wesley McCoy, recently installed as manager of the £1.2 billion Standard Life UK Equity Unconstrained fund has sold his shares in Royal Dutch Shell and bought a holding in Ophir Energy, a FTSE 250 Africa and Asia focused oil company that he believes is ideally placed to prosper in the present low oil price environment.

Neil Woodford: What the market volatility in China means for UK investors 

Neil Woodford: What the market volatility in China means for UK investors 

1 Sep 2015

Star fund manager Neil Woodford, whose £6.7 billion CF Woodford Equity Income fund is the absolute best performer out more than 80 funds in the IA UK Equity Income sector over the past year has outlined what he believes are the consequences of recent events in China, and the wider consequences for UK investors.

Revealed: The best technology stocks to buy for profit, whilst avoiding the carnage of another dot com crash 

Revealed: The best technology stocks to buy for profit, whilst avoiding the carnage of another dot com crash 

13 Aug 2015

Geir Lode, Head of Hermes Global Equities and Portfolio Manager of the Hermes Global Equity Fund, has disclosed the stocks he has been buying for his fund with the aim of capitalising on the potential of technology companies on the stock market, whilst avoiding the ‘hubris’ that grips the market currently and is often the forerunner to severe volatility.

Why I have gone from having 12 per cent of my funds in gold to zero, by star fund manager 

Why I have gone from having 12 per cent of my funds in gold to zero, by star fund manager 

13 Aug 2015

Many of the traditional reasons for investing in gold no longer apply and newly rich investors in emerging markets are shunning the asset class, according to David Jane, the veteran and high performing manager of the Miton Multi Assets fund range.

Neil Woodford: The stocks I have been buying for the Patient Capital Investment trust 

Neil Woodford: The stocks I have been buying for the Patient Capital Investment trust 

11 Aug 2015

Star fund manager Neil Woodford, whose latest venture, the microcap focused Patient Capital Investment Trust has delivered a return of 16 per cent since launch in May, compared to 6 per cent for the average fund in the IA UK All Companies sector in the same time period, has revealed the stocks he has been buying for the trust.

Standard Life: The best value shares for UK investors today

Standard Life: The best value shares for UK investors today

6 Aug 2015

Wesley McCoy, manager of the £1.2 billion Standard Life UK Equity Unconstrained fund which is the absolute best performing out of 285 funds in the IA UK All Companies sector over the past three years has revealed the two stocks he has been adding as he believe they represent good value. 

Neil Woodford's Patient Capital Trust starts life with strong performance and return of 16 per cent in the first quarter  

Neil Woodford's Patient Capital Trust starts life with strong performance and return of 16 per cent in the first quarter  

5 Aug 2015

The Patient Capital Trust, the investment trust launched by Neil Woodford to invest in early stage, quoted and unquoted companies, has made a strong start to life, posting a return almost three times that of the AIC UK All Companies sector since it came to market in April. 

Revealed: The best stocks to benefit from a US interest rate rise, by star fund manager 

Revealed: The best stocks to benefit from a US interest rate rise, by star fund manager 

5 Aug 2015

Cormac Weldon, the veteran manager of the Artemis US Equity fund amongst other mandates, has outlined what he believes will be the impact of any US interest rate rise, and the sectors of the stock market likely to benefit from the tightening if monetary policy. 

The two best value income stocks for UK investors right now, by top performing income fund manager 

The two best value income stocks for UK investors right now, by top performing income fund manager 

31 Jul 2015

Hugh Yarrow, manger of the Evenlode Income fund, which returned 7 per cent in the 2014 calendar year, considerably ahead of the return achieved by the average fund in the sector, has disclosed the income stocks he has been buying for value over the past month. 

What is the difference between volatility and risk? 

What is the difference between volatility and risk? 

31 Jul 2015

James Budden, head of marketing at Baillie Gifford outlines the difference between volatility and risk and the impact this can have on an investors portfolio over the long term. 

Old Mutual: How to prepare your portfolio for the bond market volatility that is likely to strike when UK interest rates rise 

Old Mutual: How to prepare your portfolio for the bond market volatility that is likely to strike when UK interest rates rise 

30 Jul 2015

Christine Johnson, head of fixed interest at Old Mutual Global Investors has outlined for What Investment the strategies that investors should deploy when a rise in UK interest rates begins to impact on the bond market. 

Why gold is a better investment than Microsoft shares right now, by star fund manager 

Why gold is a better investment than Microsoft shares right now, by star fund manager 

30 Jul 2015

The current behaviour of investors and companies suggests that ‘euphoria’ has gripped the market at present, and in such a climate the prudent course is to take profits where one can, and stick to cash and gold according to the star fund manager Sebastian Lyon. 

Old Mutual: The two best UK commercial property funds for investors in 2015 

Old Mutual: The two best UK commercial property funds for investors in 2015 

29 Jul 2015

John Ventre, head of multi-manager at Old Mutual Global Investors, has outlined for What Investment the two commercial property funds he believes are best placed to navigate the current market conditions.

Decision by BlackRock to cut fees on its tracker funds 'tremendous news' for investors, but price war likely to continue 

Decision by BlackRock to cut fees on its tracker funds 'tremendous news' for investors, but price war likely to continue 

29 Jul 2015

The decision, announced yesterday, of BlackRock cut by half the fees it charges investors on its tracker funds is ‘tremendous news’ for investors, according to Adam Laird, head of passive investments at Hargreaves Lansdown.

Fidelity: The four best funds to help investors navigate the current carnage in commodity markets 

Fidelity: The four best funds to help investors navigate the current carnage in commodity markets 

27 Jul 2015

Whilst investing in commodities amidst the current market carnage being experienced in that sector is likely to be a brave move, there are funds that have a proven record of strong performance, according to Tom Stevenson, director of personal investing at Fidelity. 

Why UK income investors may find better value than Neil Woodford's fund, by top analyst 

Why UK income investors may find better value than Neil Woodford's fund, by top analyst 

24 Jul 2015

The greatest challenge facing income investors in the UK at the present time is that many of the largest traditional income stocks do not appear to represent great value, and to meet that challenge investors smay choose to consider  buying funds that are smaller in size and so may elect to swerve the CF Woodford Equity Income fund, according to Mark Shields, fund manager of the Brooks Macdonald Multi-Asst fund range.