Funds | 22 Apr 2015
Giles Hargreave, the only UK equity fund manager to have outperformed Neil Woodford over an extended period of time, has told What Investment that while he has only about 2 per cent of the capital in his funds deployed in the natural resources sector, but he identified one stock that he owns and believes is an exception to the usual maladies that dominant small cap resource stocks.
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JP Morgan Fusion fund manager Tony Lanning says investors can be confident that there is more to come from the Japanese stock market, which has enjoyed a stout rally so far this year off the back of the gales of liquidity been injected into the market by the Bank of Japan.
If I took a thousand pennies and put them in a box under the bed for nine years and every year I took out £3.46 at the end of the term I’d have £68.86. Most of us appreciate that we need to invest in order to, if nothing else, combat the effect of real inflation so obviously I’d at least consider putting my pennies in a bank.
Veteran UK Small Cap fund manager Harry Nimmo, who manages the £1.1 billion Standard Life UK Smaller Companies fund, has revealed the one IPO he has invested in during the past month.
William Meadon, manager of the JP Morgan Claverhouse Investment Trust, which has increased its dividend every year for the past decade, has outlined the stocks and sectors of the market he believes represents value for UK investors at the present time.
In the past nine months, we’ve seen UK 10 year gilt yields halve, bottoming only at the end of January around a staggering 1.3%.
Mark Costar, manager of the JO Hambro UK Growth fund which has returned 157 per cent over the past decade, compared to 117 per cent for the average fund in the IA UK All Companies sector in the same time period, has told What Investment that the ‘doesn’t agree’ with any of the negativity around shares in banking group RBS at present.
While there have been a slew of reforms that increase investor options in the areas pensions, ISAs, and tax allowances, but the one area that remains quite rigid, is inheritance tax planning.
Despite the recent bouts of bad news to have dampened expectations around the stock, the combination of the attractive yield and the potential for structural changes to the business makes shares in Glaxosmithkline a tremendous investment, according to Adrian Frost, manager of the £7.3 billion Artemis Income fund.
Achieving global economic growth from here is 'beyond the realm of conventional economic theory', so investors should remain cautious
Bruce Stout, manager of the £1.5 billion Murray International Investment trust and a long-time bear on the prospects for the global economy, believes that global debt levels have reached such a point that achieving sustained economic growth is ‘beyond the realms of conventional economic theory.’
A change in strategy and the appointment of a trio of experienced fund managers means that investors in the £1.2 billion Monks Investment Trust can have renewed hope following years of underperformance, according to Ewan Lovett Turner, director of investment company research at Numis.
Why I'm selling my property holdings, and buying shares in HSBC and Centrica, by top income fund manager
Tony Yarrow, manager of the Wise Income fund, which is the fourth best out of more than 90 funds in the IA UK Equity Income sector over the past five years has disclosed the reasons why he is selling his commercial property holdings in the UK and investing the capital in banking giant HSBC and energy firm Centrica.
Pension Freedom sounds appealing and modern, but there are considerable risks associated with the new freedoms as Pension Transfer Experts discuss in this article.
Adrian Lowcock, head of investment at Axa Wealth, has outlined for What Investment, has revealed the three funds he believes are most suited to UK equity investors with a cautious perspective at the current time.
Neil Woodford, manager of the £5.4 billion CF Woodford Equity Income fund which has returned 20 per cent since launch last June, compared to 9 per cent for the average fund in the IA UK Equity Income sector in the same period, has revealed the four new investments he has made in the past month.
A popular option amongst investors and indeed some advisers are passive tracker funds, tracking the performance of a particular benchmark in order to produce returns for investors.
UK avoids sinking into deflation in March, but marked decline in core inflation paints bleak picture for the economy
Despite the expectations of some economists, the UK continued to avoid deflation in March, but the core inflation measure, which is a barometer of forward looking economic activity, fell to its lowest level for nine years.