Funds

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

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.

Giles Hargreave: The AIM stocks I like right now

Giles Hargreave: The AIM stocks I like right now

21 Jul 2014

Veteran small-cap investor Giles Hargreave has outlined for What Investment the AIM (Alternative Investment Market) stocks that he believes represent value for the private investor at the present time.

Shock for investors as Harry Nimmo's UK Smaller Companies fund named on 'Spot the Dog' list

Shock for investors as Harry Nimmo's UK Smaller Companies fund named on 'Spot the Dog' list

19 Jul 2014

Harry Nimmo’s Standard Life Investments UK Smaller Companies fund, long a beacon for smaller companies investors, has been named on Bestinvest’s 'Spot the Dog' list of underperforming funds.

Richard Buxton: Barclays shares are 'undervalued by any long-term measure'

Richard Buxton: Barclays shares are 'undervalued by any long-term measure'

17 Jul 2014

Richard Buxton, manager of the £1.4 billion Old Mutual UK Alpha fund, has told What Investment that he intends to continue to add to his fund’s holdings in banking giant Barclays (LON:BARC), despite the negativity that surrounds the company at present. 

The two IPOs Neil Woodford has bought this year

The two IPOs Neil Woodford has bought this year

16 Jul 2014

High profile fund manager Neil Woodford, who raised £1.6 billion in just 13 days from investors in his new CF Woodford Equity Income fund, has bought shares in just two of the companies that have come to the market via initial public offerings (IPOs) this year.

Income investors likely to find VCTs 'very attractive'

Income investors likely to find VCTs 'very attractive'

16 Jul 2014

Venture capital trusts (VCTs) are likely to hold particular attractions for investors searching for income over the coming year, according to Jason Hollands, managing director at Bestinvest.

Giant M&G Recovery fund continues to shed cash as poor performance persists

Giant M&G Recovery fund continues to shed cash as poor performance persists

14 Jul 2014

The M&G Recovery fund, which since 1969 has been a beacon for those seeking to invest in undervalued stocks in the UK, continues to shed cash as the fund continues to deeply underperform its sector. 

Innovation in biotech is the best we’ve ever seen it: Biotech Growth manager

Innovation in biotech is the best we’ve ever seen it: Biotech Growth manager

11 Jul 2014

Geoffrey Hsu, general partner at US-based Orbimed which manages the Biotech Growth investment trust (LON:BIOG), has said that the potential of biotech companies to launch multi-billion dollar drugs and grow their earnings is ‘much more substantial’ now than in previous years.

Widening discounts mean smaller companies investment trusts 'offer value'

Widening discounts mean smaller companies investment trusts 'offer value'

9 Jul 2014

The recent underperformance of small- and mid-cap stocks in the UK has caused the discounts on many of the investment trusts which are dedicated to investing in those assets widen to a level where they are likely to attract investors, according to Ian Scouller, analyst at Oriel Securities. 

Job Curtis: The UK stocks I'm buying for income, and those I've sold for the City of London investment trust

Job Curtis: The UK stocks I'm buying for income, and those I've sold for the City of London investment trust

8 Jul 2014

Job Curtis, long-serving manager of the £1.2 billion City of London investment trust (LON:CTY), has outlined the stocks he has been buying, and those he sold in the past month. 

Revealed: The top ten stocks Neil Woodford has bought for his new fund

Revealed: The top ten stocks Neil Woodford has bought for his new fund

7 Jul 2014

Star fund manager Neil Woodford has revealed the top ten stocks he has bought for his new CF Woodford Equity Income fund, which raised £1.6 billion in just 13 days when it launched in June.

Hargreaves Lansdown: Yields on property funds 'barely compensate investors for the risks' 

Hargreaves Lansdown: Yields on property funds 'barely compensate investors for the risks' 

2 Jul 2014

The latest data from the Investment Management Association (IMA) shows that investors have poured cash into property funds at a level not seen since 2009, but Richard Troue, head of investment analysis at Hargreaves Lansdown, believes that the yields look unattractive when compared to equity income funds.

Alex Wright: The best stocks for a cautious investor in the UK today

Alex Wright: The best stocks for a cautious investor in the UK today

30 Jun 2014

Alex Wright, manager of the Fidelity Special Situations fund and the £659 million Fidelity Special Values investment trust (LON:FSV) believes that ‘a note of caution’ is appropriate for investors in the UK market right now, and has outlined the stocks he is buying. 

Revealed: the AIM stocks Neil Woodford has bought for his new fund

Revealed: the AIM stocks Neil Woodford has bought for his new fund

30 Jun 2014

High profile UK fund manager Neil Woodford, who raised £1.6 billion from investors in just 13 days during the pre-launch period of his new fund at the start of June, has been busily deploying the capital in a number of AIM shares.

BlackRock's Mike Prentis: Market sell-off of UK smaller companies is 'perverse'

BlackRock's Mike Prentis: Market sell-off of UK smaller companies is 'perverse'

27 Jun 2014

The volume of investors exiting UK smaller companies, despite the positive news emerging from the sector, is ‘perverse’, according to Mike Prentis, the manager of the high-performing BlackRock UK Smaller Companies fund (LON:BRSC).

The Share Centre: The three best funds for your £15,000 ISA allowance

The Share Centre: The three best funds for your £15,000 ISA allowance

26 Jun 2014

Andy Parsons, head of investment research at online broker The Share Centre, has outlined for What Investment the three funds he favours right now for investors looking to deploy some of their increased ISA allowance from 1 July.