David Coombs, head of multi asset investments at Rathbone Unit Trust Management, has revealed for What Investment the fund he favours for investing in the US right now.
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Whilst he believes that most of the companies that have come to the stock market via IPO this year are ‘junk’, high performing fund manager Mark Slater has made investments in two companies that he believes are pearls amongst the swine.
Sarah Emly, co-manager of the JP Morgan Claverhouse Investment trust, which has increased its dividend for every one of the past forty-two years, has revealed for What Investment the stocks she believes are best for income investors at present.
Fidelity: Cameron's 2015 Queens Speech is likely to mean that UK interest rates stay 'lower for longer'
Whilst there was little that was new or original for investors to concern themselves with in this morning's Queen's Speech, delivered this morning, except that interest rates are likely to stay lower for longer, according to Malke Currie, associate investment director at Fidelity Personal Investment.
A combination of happenstance and good management means that BP is now in an ideal position to return to its previous status as a bastion of the portfolio of UK income investors, according to Stephen Message, manager of the Old Mutual UK Equity Income fund, which has a yield of just less than 4 per cent.
Ed Legget, manager of the £1.2 billion Standard Life UK Equity Unconstrained fund, which has returned 117 per cent over the past three years, compared to 62 per cent for the average fund in the IA UK All Companies sector in the same time period, has revealed the reasons why he has recently sold his shares in mining giant Rio Tinto, whilst investing more capital in oil giant Shell.
Georgina Brittain, manager of the £225 million JP Morgan Mid Cap investment trust, which is the absolute top performing trust in the AIC UK All Companies sector over the past year, and the JP Morgan Smaller Companies Investment Trust, has outlined the stocks she sees as offering best value at the present time.
Shares in telecom conglomerate BT are a compelling opportunity for income investors at the present time, according to Eric Moore, manager of the Miton Income fund, which has returned 15 per cent over the past year, compared to 11 per cent for the average fund in the IA UK Equity Income sector in the same time period.
Investors in both Lloyds and Barclays shares can enjoy significant dividend growth in the coming years, says top income fund manager
Shareholders in both Lloyds Banking Group and Barclays can enjoy significant dividend growth in the coming years, according to Scott McKenzie, manager of the recently launched Saracen UK Income fund.
The stocks to avoid when inflation returns to the UK in the coming years are generally in the commodities sector, according to Nick Train, manager of the Lindsell Train Investment trust, which is the absolute best performing investment trust in the AIC Global sector over the past five years.
Why income investors should continue to buy HSBC, Shell and BP for the dividend, by top fund manager
Whilst there are obvious question marks over the future prospects for oil giants BP and Shell, as well as banking group HSBC, investors should be confident that those companies will continue to be able to pay dividends at around the current levels in the coming years, according to Jeremy Thomas, manager of the Brummer Investment trust.
Mike Prentis, manager of the BlackRock Smaller Companies investment trust, which has returned 409 per cent over the past ten years, compared to 216 per cent for the average trust in the AIC UK Smaller Companies sector in the same time period, has revealed the two IPOs he has invested in recently.
The latest results from Royal Mail (LON: RMG) show profits of £740 million for the year to March 29, an increase of 6 per cent on the previous year, but Richard Hunter, head of equities at Hargreaves Lansdown, believes that the shares are a sell in the current climate.
A recent visit to the Chelsea Flower Show has caused me to ponder upon the question of how a garden can play a part in enhancing the value of a property.
David Hall, managing director of YFM Equity Partners, which runs the top performing British Smaller Companies VCTs (Venture Capital Trust), which currently have yields of above 7 per cent, has revealed to What Investment that the funds are focused on manufacturing companies in the north of England