Funds

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

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. 

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.