Press releases

These pages contain press releases, which are for media use only. Individual investors looking for information such as market commentary or Fund updates should take a look at our latest Insights.

Analysis by Willis Owen reveals actively-managed funds significantly outperform passives

Published on 21 Mar 19 by Adrian Lowcock  (63 views)

Analysis shows only two index funds rank in top 50 performers over three and five years
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Willis Owen welcomes exit fee ban

Published on 14 Mar 19 by Adrian Lowcock  (108 views)

Exit fees have been an ongoing problem for investors, trapping them in services they no longer want or need.
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Willis Owen shares the best- & worst-performing sectors and funds in February 2019

Published on 01 Mar 19 by Adrian Lowcock  (112 views)

  • US Smaller Companies continue to lead rally for second month in a row having been worst performer in December
  • Brazilian and Latin American funds drop into worst-performing funds having been best performers in January
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UK smaller companies, global and emerging markets offer great JISA potential

Published on 22 Feb 19 by Adrian Lowcock  (112 views)

The strong long-term prospects for the UK Smaller Companies, Global and Emerging Market equity sectors make them attractive themes for investment in junior individual savings accounts (JISAs), according to Willis Owen, the online investment service provider.
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ISA investors in UK stocks could have made £162,349 return over last 20 years, Willis Owen says

Published on 21 Feb 19 by Adrian Lowcock  (142 views)

  • Best-performing ISA fund has made 2,448% return
  • China/Greater China sector has delivered 771.8%
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ISA ideas 2019

Published on 13 Feb 19 by Adrian Lowcock  (54 views)

The UK, Japan and emerging markets are three attractive themes for investors to consider in the current ISA season, according to Adrian Lowcock, Head of Personal Investing at Willis Owen, the online investment service provider.
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Research reveals star fund managers really do make a difference

Published on 11 Feb 19 by Adrian Lowcock  (113 views)

Willis Owen analysis1 of 15 investment funds who had star fund managers leave at some stage between 2013 and 2017 reveals the level of out-performance dropped dramatically after their departure.
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Latest IA statistics reveal a slump in fund sales as investors avoid volatile and risky markets.

Published on 07 Feb 19 by Adrian Lowcock  (108 views)

  • Net retail sales plummet to £17bn in 2018, compared to £48bn in 2017
  • Brexit concerns lead to £4.8bn net outflows in 2018
  • Global equities were most popular in 2018
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ISA investors defy Brexit uncertainty to buy British in January, Willis Owen data reveals

Published on 06 Feb 19 by Adrian Lowcock  (223 views)

With the ISA season now underway, UK assets featured strongly in the best-selling funds and sectors on the Willis Owen platform in January.
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Willis Owen shares the best- & worst-performing sectors and funds in January 2019

Published on 01 Feb 19 by Adrian Lowcock  (238 views)

  • Indian equity funds take all 10 spots in worst-performing list 
  • US Smaller Companies led an equity rebound in January, having been worst performer in December
  • Brazilian and Latin American funds take half the best performing slots
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Financial advice gap set to get worse as more IFAs look to leave the industry

Published on 14 Jan 19 by Adrian Lowcock  (221 views)

New research(1) from Willis Owen, the leading UK online investment platform, reveals that 17% of IFAs and wealth managers are looking to leave the industry over the next three years
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Give your finances a January Detox

Published on 07 Jan 19 by Adrian Lowcock  (220 views)

Adrian Lowcock, Head of Personal Investing, Willis Owen offers seven tips for detoxing your finances this January
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Retail investors complain of lack of clarity from the investment management industry

Published on 04 Jan 19 by Adrian Lowcock  (209 views)

Retail investors complain of lack of clarity from the investment management industry 
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Willis Owen shares the best- & worst-performing sectors and funds in December 2018

Published on 03 Jan 19 by Adrian Lowcock  (114 views)

  • Gold funds offer investor protection in a disappointing December
  • Gilts and bonds account for seven of the 10 best-performing sectors
  • US Smaller companies takes “honours” for worst performing sector in December
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Five financial gifts for children at Christmas

Published on 17 Dec 18 by Adrian Lowcock  (216 views)

“Every Christmas, we add to the pile of toys in our children’s bedrooms and whilst it is great to see their excitement on Christmas Day, sadly the novelty soon wears off.  A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.”
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Willis Owen shares the best- & worst-performing sectors and funds in 2018

Published on 10 Dec 18 by Adrian Lowcock  (239 views)

  • Technology stocks drive markets in 2018
  • Half of the worst performing funds are gold funds
  • European smaller companies tops the list as worst performing sector.
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Willis Owen says ‘Brexit hysteria’ means UK equities are undervalued

Published on 05 Dec 18 by Adrian Lowcock  (275 views)

Willis Owen believes concerns around Brexit mean that from a long-term perspective, UK equities are undervalued.  
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One in five JISA accounts to top £40,000

Published on 04 Dec 18 by Adrian Lowcock  (292 views)

New research(1) amongst people saving or investing into Junior ISAs (JISAs), reveals 19% expect the funds to be worth over £40,000 by the time the children they have been opened for reach 18. 
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Japan and Emerging Market equities offer best value for 2019, says Willis Owen

Published on 30 Nov 18 by Adrian Lowcock  (222 views)

Japan and Emerging Markets (EMs) offer equity investors the best value for 2019, while UK shares are also cheap for those prepared to ride out the Brexit storm, according to Willis Owen, the leading online investment platform.
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Willis Owen shares three investment trusts on big discounts for Black Friday

Published on 23 Nov 18 by Adrian Lowcock  (228 views)

Real Estate has been one of the hardest hit following Westminster’s damning response to Theresa May’s Brexit agreement.
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The Santa Rally is unlikely to bring investors joy this year

Published on 23 Nov 18 by Adrian Lowcock  (232 views)

Financial markets have many sayings and trends. Investors are always looking for patterns in all the market and economic data to gain a competitive advantage and boost their investment returns.
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Black Friday – How to invest for the online retail revolution

Published on 16 Nov 18 by Adrian Lowcock  (268 views)

Black friday has firmly established itself in the retail calendar both in the UK and the US. Whilst some fear its arrival others are eager to grab big bargains that may be on offer. 
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Nearly half of UK JISA investors are saving for higher education

Published on 14 Nov 18 by Adrian Lowcock  (325 views)

Almost half (47%) of those saving into a JISA for a child or relative hope the money will go towards paying for university or higher education, a new survey from Willis Owen reveals. 
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80% of JISA investors keep kids and young adults ‘in the dark’ over savings

Published on 14 Nov 18 by Adrian Lowcock  (396 views)

Over four in five (82%) parents and relatives have been investing in JISAs for children or young relatives since they were less than five years of age. However, 80% plan to wait until their recipients are 16 or over before telling them they have money invested, a new survey(1)  by Willis Owen reveals. 
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Willis Owen provides reaction to the 2018 Budget and explains the impact for savers and investors

Published on 29 Oct 18 by Adrian Lowcock  (221 views)

In their manifesto, the Tories pledged to increase the income tax personal allowance to £12,500 by and the point at which individuals start paying higher rate income tax to £50,000 by 2020/21. 
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Emerging Market sentiment ‘improving’ according to Willis Owen confidence survey

Published on 23 Oct 18 by Adrian Lowcock  (265 views)

Willis Owen’s latest survey of almost 1000 investors has revealed that over a third (38%) plan to increase their exposure to Asia and emerging markets over the next six months.
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Nearly one in five investors expect the UK stock market to fall by over 10% in the next six months

Published on 23 Oct 18 by Adrian Lowcock  (244 views)

Research(1) from Willis Owen amongst nearly 1,000 UK retail investors reveals that 17% expect the UK stock market to fall by over 10% between now and April 2019; 6% anticipate a correction of more than 15%.
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Analysis shows absolute return funds only provide short-term defence against volatility

Published on 12 Oct 18 by Adrian Lowcock  (223 views)

Recent volatility on global financial market may have spurred investors to consider taking refuge in absolute return funds.
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Best- & worst-performing sectors and funds in September 2018

Published on 01 Oct 18 by Adrian Lowcock  (648 views)

  • Indian funds make up nine out 10 worst-performing funds
  • Oil rally helps Russian funds become best performers
  • Japan leads the best-performing sectors 
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7 Ways to celebrate Financial Planning Week

Published on 01 Oct 18 by Adrian Lowcock  (331 views)

Financial Planning week runs from the 3rd - 10th October this year.  The annual campaign is organised to help people improve and be more mindful of their personal finances. Financial health can be a complex issue for some individuals, although for the majority there are small, everyday things that we can all do to improve our finances. Adrian Lowcock, heading personal investing, Willis Owen gives some tips.
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Willis Owen shares Fund picks for Ethical investment week

Published on 24 Sep 18 by Adrian Lowcock  (1,049 views)

  • Good Money Week begins on Saturday 29th September
  • Ethical indices have beat their non-ethical peers over 10 years
  • Willis Owen shares ethical investment ideas and fund picks
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Truth of ‘Sell in May’ adage set to return

Published on 14 Sep 18 by Adrian Lowcock  (555 views)

The traditional adage ‘Sell in May and go away, don’t come back until St Leger’s Day’ is on course to come true this summer for the first time in three years, according to new analysis by Willis Owen, the online investment platform.
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S&P 500 hits longest bull-run in history

Published on 14 Sep 18 by Adrian Lowcock  (508 views)

  • UK investors see returns of more than 400%
  • Current bull market has only provided the seventh best annualised returns out of 11 since World War II
  • Best & Worst performing US funds during the bull market
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10 Years after Lehman’s

Published on 12 Sep 18 by Adrian Lowcock  (574 views)

  • 7 out of 10 worst performing funds invest in commodities
  • Technology sector has led the bull market
  • Japanese, US, UK and European Smaller Companies all performed strongly after the crisis
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Best- & worst-performing sectors and funds in August 2018

Published on 01 Sep 18 by Adrian Lowcock  (228 views)

  • American Smaller Companies is best-performing sector in August
  • European fund is best performer in August
  • Emerging Market Bonds lead worst-performing sectors as Turkey weighs
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The Care ISA is an ill-thought-out idea

Published on 21 Aug 18 by Adrian Lowcock  (387 views)

The Care ISA is an ill-thought-out idea.  It will do very little to help the majority of people who need care in their old age
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