Funds

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

Nick Train: BP and other big oil stocks aren't good investments for the 21st century

Nick Train: BP and other big oil stocks aren't good investments for the 21st century

26 Sep 2014

Nick Train, manager of the Finsbury Growth and Income trust (LON:FGT) which has returned a gain of 515 per cent since 1995, has told What Investment that he does not regard major oil stocks as good long-term investments. 

Star property fund manager Richard Kirby: Why I'm not looking to put more cash into central London property right now

Star property fund manager Richard Kirby: Why I'm not looking to put more cash into central London property right now

25 Sep 2014

Richard Kirby, whose £1.1 billion F&C Commercial Property Trust has returned 61 per cent since launch in 2005, told What Investment this morning, ‘At the present time, I am not looking to allocate any more capital to prime central London property.’ 

Retirement home fund aims to maintain 6% dividend

Retirement home fund aims to maintain 6% dividend

24 Sep 2014

Target Healthcare (LON:THRL), a real estate investment trust that invests solely in care homes in Britain, intends to maintain its current yield of 6 per cent as it issues new shares on the London market and buys more properties, according to Kenneth MacKenzie, managing partner of the fund. 

Now is the time for private investors to exit bonds, says fund manager

Now is the time for private investors to exit bonds, says fund manager

22 Sep 2014

Investors who have poured £4.5 billion into bond funds in the IMA sector so far in 2014 are hoping to cash in on a '35-year bull market’ in bonds, but this may be a forlorn hope, according to Alan Borrows, manager of the CF Seneca Diversified Income fund. 

Woodford's new fund is best performing UK income fund in three months since launch

Woodford's new fund is best performing UK income fund in three months since launch

15 Sep 2014

The CF Woodford Equity Income fund, which has attracted £2.6 billion of investor capital since launch in June, is the best performing fund out of 89 in the IMA UK Equity Income sector, according to data from FE Trustnet. 

Hysteria creates bargains amongst Scottish-based investment trusts

Hysteria creates bargains amongst Scottish-based investment trusts

12 Sep 2014

Jason Hollands, managing director at platform provider Tilney Bestinvest, believes that fears regarding the prospects of Scottish independence has created ‘value’ amongst some of the Scotland-based investment trusts on the market. 

Standard Life Investments vows to 'protect' customers in the event of a yes vote in the Scottish referendum

Standard Life Investments vows to 'protect' customers in the event of a yes vote in the Scottish referendum

10 Sep 2014

Standard Life Investments, which apart from running pensions and savings products for UK investors also manages billions of pounds of investor capital through a range of funds including Harry Nimmo’s UK Smaller Companies fund, has vowed to ‘protect’ customers and move the business to England if Scotland votes yes to independence. 

Hargreaves Lansdown: The best funds for investing in China 

Hargreaves Lansdown: The best funds for investing in China 

10 Sep 2014

The Chinese stock market is trading at a valuation that is historically cheap, but there is a need to be cautious, according to Laith Khalaf, senior analyst at Hargreaves Lansdown. 

Giant Schroders UK Opportunities fund no longer a 'buy' as fund manager Julie Dean departs 

Giant Schroders UK Opportunities fund no longer a 'buy' as fund manager Julie Dean departs 

8 Sep 2014

A brace of fund analysts have removed the £2.1 billion Schroder UK Opportunities fund from their buy lists following the announcement this morning that the long-serving manager of the fund, Julie Dean, is to leave.

Anthony Bolton's heir: Now is not the time to invest in Chinese banks 

Anthony Bolton's heir: Now is not the time to invest in Chinese banks 

3 Sep 2014

Dale Nicholls, who took over from Anthony Bolton as manager of the Fidelity China Special Situations (LON:FCSS) fund on 1 April, has revealed that he intends to avoid investing in the country’s banking sector in the coming years, but will continue to focus on tourism and technology. 

Tilney Bestinvest: The best funds for UK income investors today 

Tilney Bestinvest: The best funds for UK income investors today 

2 Sep 2014

Jason Hollands, managing director of fund supermarket Tilney Bestinvest, has revealed for What Investment his favourite UK income funds at the present time. 

Harry Nimmo: The six UK smaller companies I have sold in the past 12 months 

Harry Nimmo: The six UK smaller companies I have sold in the past 12 months 

2 Sep 2014

Veteran UK small-cap fund manager Harry Nimmo has outlined the six UK shares he has sold off in the past 12 months. 

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.