Latest from What Investment

Star manager Godber sells entire BT stake over the summer 

Star manager Godber sells entire BT stake over the summer 

News | Funds | 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. 

Neil Woodford: Why I have sold all of my HSBC shares 

Neil Woodford: Why I have sold all of my HSBC shares 

News | Shares & trading | 1 Sep 2014

Star fund manager Neil Woodford, who has raised over £2 billion from private investors for his new CF Woodford Equity Income fund since launch in July, has disclosed that he has sold all of his shares in banking giant HSBC. 

JP Morgan: The best-value stocks for UK income investors today 

JP Morgan: The best-value stocks for UK income investors today 

News | Funds | 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. 

F&C: A period of 'uncertainty' will hit commercial property investors this year, but the longer-term picture is bright 

F&C: A period of 'uncertainty' will hit commercial property investors this year, but the longer-term picture is bright 

News | Markets | 28 Aug 2014

Richard Kirby, high-performing manager of the £1.2 billion F&C Commercial Property Trust, believes that while investor ‘senitment has improved' in the commercial property market, it is likely that returns will be lower for the second half of this year than they were in the six months to June. 

Investors in pharmaceutical companies should prepare for a 'golden age' 

Investors in pharmaceutical companies should prepare for a 'golden age' 

News | Funds | 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

News | Funds | 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. 

Gold price 'could have some way to fall yet' 

Gold price 'could have some way to fall yet' 

News | Markets | 27 Aug 2014

Investors should ignore the ‘myths’ that surround gold as an investment and not buy at the current level, despite the fact that the asset class is trading at 33 per cent below its peak valuation of just three years ago, according to Brian Dennehy, managing director of FundExpert.co.uk.

Is now a good time to invest in Japan? 

Is now a good time to invest in Japan? 

Opinion | Comment & Analysis | 27 Aug 2014

For people born since the Beatles released the Sergeant Pepper album in 1967, it is hard to imagine Japan as a basket-case economy. 

Artemis: Company results point investors towards Asia, not Europe, in 2014 

Artemis: Company results point investors towards Asia, not Europe, in 2014 

News | Markets | 26 Aug 2014

The wave of announcements this summer from companies disclosing their results shows that investors should be looking to Japanese equities, and shunning European companies as the year progresses, according to Simon Edelsten, manager of the Artemis Global Select fund. 

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  

News | Funds | 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. 

Investors 'should stick with' M&G Recovery fund, despite the underperformance 

Investors 'should stick with' M&G Recovery fund, despite the underperformance 

News | Funds | 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.

How to invest for your children's future 

How to invest for your children's future 

Opinion | Comment & Analysis | 21 Aug 2014

With A-level result recently out and the annual salvo survey’s around student debt published, there has understandably and rightly been plenty of media attention on the ways parents, guardians and grandparents can save for children. Expect more of this when the Junior ISA reaches its third anniversary on 1 November.

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 

News | Funds | 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. 

JP Morgan: Investors should stick with Japan, despite the poor performance in 2014

JP Morgan: Investors should stick with Japan, despite the poor performance in 2014

News | Markets | 20 Aug 2014

Investors with a portfolio containing global funds are likely to find that their Japanese holdings have been the ‘laggard’ this year, but investors should stick with the country, according to Tony Lanning, manager of the JP Morgan Fusion funds range. 

'TSB shares are a low risk investment' for income investors 

'TSB shares are a low risk investment' for income investors 

News | Shares & trading | 20 Aug 2014

Star UK equity income fund manager Jeremy Lang, whose Ardevora UK Income fund has returned 56 per cent since launch in 2011, compared to 39 per cent for the IMA UK Equity Income sector, has revealed that TSB is the only UK bank in which he would invest. 

Aberdeen Latin American Income trust 'a unique opportunity'

Aberdeen Latin American Income trust 'a unique opportunity'

News | Funds | 20 Aug 2014

The healthy dividend yield and mixture of exposure to both debt and equity means that the Aberdeen Latin American Income Trust offers investors ‘a unique proposition’, according to Charles Tan, investment trust analyst at Cantor Fitzgerald. 

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September 2014