The latest fund launches, manager moves and research into investment companies
28 Jan 2015
Gervais Williams, the veteran UK equity income investor who currently manages the Miton Multi-Cap Income fund and the Diverse Income investment trust, amongst other mandates, has outlined for What Investment the reasons that he has no investments in the largest UK oil companies or supermarkets.
27 Jan 2015
Mark Slater, manager of the best and second-best performing funds out of more than 270 funds in the IA UK All Companies sector in 2014, and manager of the tenth-best out of more than 80 funds in the IA UK UK Equity Income sector last year, intends to continue to swerve investments in what he calls the ‘traditional’ UK banks for the time being.
21 Jan 2015
Mark Wharrier, co-manager of the BlackRock UK Income fund, which is the sixth best performing out of 87 funds in the IA UK Equity Income sector over the past 12 months, has disclosed the three stocks that he favours for UK income investors in the current climate.
20 Jan 2015
The British Assets investment trust (LON:BSET), which has subjected its investors to years of chronic underperformance, has announced a raft of changes in a bid to reverse the decline.
Ruffer Investment Trust: The best way for investors to protect themselves from deflation in the year ahead
20 Jan 2015
While there are ‘considerable’ deflationary pressures in the global economy at present, the continuing policy actions of central banks are likely to minimise the chances of actual deflation taking hold, according to Hamish Baillie, investment director of the £309 million Ruffer Investment Trust (LON:RICA).
Latest investment guides
16 Jan 2015
High-profile UK smaller companies investor Gervais Williams, whose Diverse Income investment trust has returned 77 per cent compared with 50 per cent for the average fund in the AIC UK Equity Income sector since 2011, has revealed the UK smaller companies he is investing in for income in the current climate.
16 Jan 2015
Bill Nixon, senior partner at Maven Capital and manager of the Maven VCTs, has disclosed to What Investment that he has been seeking opportunities to invest the capital raised by the VCTs in areas outside London and the South East, as he feels that there is much more value to be had in the north of the UK.
14 Jan 2015
Gary Potter, co-manager of the £1 billion F&C Multi-Manager Distribution Income fund, which invests in other open-ended funds, has revealed the four UK equity income funds he is investing in this year.
12 Jan 2015
Harry Nimmo, manager of the £1.1 billion Standard Life UK Smaller Companies fund, has revealed the two UK smaller companies he has invested in recently, and the two stocks he has sold.
Neil Woodford's heir Mark Barnett: how investors should prepare for the stock market volatility that is coming in 2015
7 Jan 2015
Mark Barnett, who succeeded Neil Woodford as manager of the giant Invesco Perpetual Income and High Income funds, has cautioned that UK equity investors are likely to experience further volatility in 2015.
6 Jan 2015
Private investors and economists should maintain a focus on ‘capital preservation’ in the current climate, rather than believe that the fall in the oil price will change the picture for global economic returns, according to Bruce Stout, manager of the £1.2 billion Murray International investment trust (LON:MYI).
5 Jan 2015
Stephen Message, manager of the Old Mutual UK Equity Income fund, which has returned 82 per cent over the past five years compared with 63 per cent for the average fund in the IMA UK Equity Income sector over the same period, has outlined the funds and sectors that he believes UK income investors should focus on in 2015.
2 Jan 2015
Mike Prentis, the experienced manager of the high-performing BlackRock Smaller Companies investment trust, has outlined the stocks he has recently purchased for his £465 million fund.
17 Dec 2014
Sebastian Lyon, manager of the Personal Assets Trust, which prides itself on helping investors ‘protect and increase (in that order)' their funds, has outlined the investments he has been making to minimise the impact of the current stock market volatility.
10 Dec 2014
Jason Hollands, managing director of fund supermarket Tilney Bestinvest, has disclosed to What Investment that the latest fundraising from Maven, which aims to attract investment of £18 million across its range of five venture capital trusts (VCTs), is likely to be attractive for investors with a desire to gain exposure to VCTs but who have a cautious investment horizon.
5 Dec 2014
Hugh Yarrow, whose £211 million Evenlode Income fund is among the top 20 per cent of all funds in the IMA UK Equity Income sector over one, three and five years, and is the absolute top performing out of 88 funds over the past three months of highly volatile markets, has told What Investment about the two mid-cap stocks that he has recently bought for income.