Fund and industry updates

Our researchers

Our research team provides relevant and easy to read articles on topics that you may find interesting as an investor. They visit Fund Providers and attend conferences regularly to keep up to date with market and industry news. Find out more

You can filter the articles for words that are contained anywhere in the title or body of the article by simply typing in the Search Box at the top of the list of articles. You can also filter articles by one of the article categories to focus on an overall area of interest. Browse our articles and please feel free to use our feedback process to let us know what you think.

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Fund in focus: BNY Mellon Real Return

Published on 08 Jan 20 by Liz Rees  (387 views)

For cautious investors, prepared to take on some market risk whilst at the same time seeking to protect their capital, the Investment Association (IA) Targeted Absolute Return sector may be of interest. Funds in this sector are managed with the aim of delivering positive returns, in 3 years or less, in any market conditions although this is not guaranteed. This fund takes a multi-asset approach.
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Fund in focus: Fidelity Institutional Emerging Markets

Published on 12 Dec 19 by Liz Rees  (337 views)

The International Monetary Fund forecasts that Gross Domestic Product (GDP) in emerging markets will increase by 4.6% in 2020, well above its 3.0% estimate for their developed counterparts. There are political and governance risks associated with some countries in the region, but positive drivers include a growing middle class and a shift from manufacturing to services and technology.
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Fund in focus: BlackRock Gold & General

Published on 20 Nov 19 by Liz Rees  (433 views)

At times of heightened political and economic uncertainty, investors often turn to gold for its well-deserved reputation as a safe haven asset. Whilst the most direct way to obtain exposure is via gold coins or bullion bars this can be an expensive route for individuals. An alternative option, offering some correlation to moves in the gold price, is a fund that invests in gold mining companies.
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Fund in focus: Schroder Global Recovery

Published on 06 Nov 19 by Liz Rees  (446 views)

Value investing has proved far less rewarding than a growth style over the past decade. As global economic trends favoured growth and technology companies, the valuation gap relative to cyclical and recovery situations has become wider than ever. There was a resurgence of interest in value in September and, if this should resume, this fund could be well placed to benefit. 
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Invesco European Equity Fund (UK) Q3 2019 review

Published on 01 Nov 19 by Guest  (249 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q3 2019 review

Published on 31 Oct 19 by Guest  (197 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Income Fund (UK) Q3 2019 review

Published on 31 Oct 19 by Guest  (263 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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How Woodford’s downfall can teach us all to be better investors

Published on 25 Oct 19 by Adrian Lowcock  (66 views)

We look at what we can learn from the downfall of Neil Woodford. It might make us better investors and hopefully either avoid similar situations in the future or minimise the impact they have on our finances.
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Janus Henderson Global Equity Fund Q3 2019 report

Published on 23 Oct 19 by Guest  (322 views)

This update reviews performance against the benchmark over the third quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q3 2019 report

Published on 23 Oct 19 by Guest  (215 views)

This update reviews performance against the benchmark over the third quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Fund in focus: Franklin UK Smaller Companies

Published on 22 Oct 19 by Liz Rees  (385 views)

Smaller companies have under-performed larger ones since the EU referendum. This reflects the fact they are more domestically focused while the outlook for the UK economy has deteriorated. However, as we approach 31st October, a removal of the Brexit deadlock could bring renewed interest in this area of the market. 
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LF Woodford Equity Income Fund to be wound-up

Published on 15 Oct 19 by Adrian Lowcock  (87 views)

Link Fund Solutions (LFS), the Authorised Corporate Director of the LF Woodford Equity Income fund has taken the decision to close the fund and to wind it up as soon as it is practicable. 
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Fund in focus: First State Global Listed Infrastructure

Published on 10 Oct 19 by Liz Rees  (423 views)

Investors are increasingly looking to diversify their portfolios beyond the traditional blend of equities and bonds. This has led to the growing popularity of alternative investments. One of these asset classes, which is of particular interest for income seekers, is infrastructure.
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Fund in focus: Man GLG Japan CoreAlpha

Published on 25 Sep 19 by Liz Rees  (356 views)

Japan is the world’s 3rd largest economy yet, having experienced a long period of stagnation, it has fallen off the radar of many investors. We believe there is a lot to like about Japan including low valuations, exposure to innovative companies and advances in corporate governance. However, it can be a difficult country to get to grips with culturally so we prefer experienced managers with an understanding of local customs.
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Fund in focus: Fidelity Global Dividend

Published on 12 Sep 19 by Liz Rees  (617 views)

Healthy dividends can form a reliable part of an investor’s total returns, especially at times of heightened economic uncertainty, Furthermore, a global income fund can provide exposure to countries with differing characteristics to the UK, where the bulk of dividends are concentrated in a few large sectors. This fund strives to unearth the best income opportunities from around the world.
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Fund in focus: ASI UK Ethical Equity fund

Published on 28 Aug 19 by Liz Rees  (398 views)

Public awareness of Environmental, Social and Governance (ESG) issues has increased considerably in recent years, as the potential risks to our planet become more apparent. As a result, more investors are becoming interested in funds which offer socially responsible or sustainability strategies.
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An update on LF Woodford Equity Income fund suspension

Published on 27 Aug 19 by Liz Rees  (66 views)

On Friday 23rd August, Link Fund Solutions Limited -the Authorised Corporate Director of LF Woodford Equity Income fund- issued its monthly review and update. They confirmed that December 2019 remains a realistic time frame to complete the restructuring of the fund and it will remain suspended until then.
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Fund in focus: M&G Corporate Bond

Published on 07 Aug 19 by Liz Rees  (668 views)

Some investors have turned away from bond funds after strong performance by the asset class has left yields at historically low levels. Nevertheless, bonds can still provide a useful source of diversification and reasonable yields can be achieved without taking on excessive risk. Our fund in focus this week is M&G Corporate Bond.
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Janus Henderson European Selected Opportunities Fund Q2 2019 report

Published on 01 Aug 19 by Guest  (286 views)

This update reviews performance against the benchmark over the second quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
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Janus Henderson Global Equity Fund Q2 2019 report

Published on 01 Aug 19 by Guest  (319 views)

This update reviews performance against the benchmark over the second quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Invesco European Equity Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (345 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Income Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (365 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (272 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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LF Woodford Equity Income fund suspension to be extended

Published on 30 Jul 19 by Liz Rees  (104 views)

On Monday 29th July Link Fund Solutions Limited (the Authorised Corporate Director of the fund) issued an update, following its latest review, and has confirmed that the LF Woodford Equity Income fund is likely to be suspended until December.
read more

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Fund in focus: Invesco Asian

Published on 23 Jul 19 by Liz Rees  (567 views)

Asia is a diverse region with countries at varying stages of development. Over the last 20 years, China's weighting in the MSCI AC Asia ex Japan Index has increased from under 1% to around 37% today. We often hear about the exciting growth prospects but Invesco Asian is a fund that puts valuation to the fore.
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Fund in focus: Artemis US Select

Published on 10 Jul 19 by Liz Rees  (601 views)

The US stock market is the biggest in the world, accounting for more than half of global equities by value. However, UK investors are notorious for their low exposure the region, perhaps deterred by the high valuations and relatively low yields. One fund that digs deep to uncover interesting opportunities is Artemis US Select.
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Foxes and hedgehogs

Published on 02 Jul 19 by Guest  (158 views)

They strive each day to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists can fail at the future and what they can do about it.
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LF Woodford Equity Income fund extends suspension period

Published on 02 Jul 19 by Liz Rees  (96 views)

On Monday 1st July Link Fund Solutions Limited (the Authorised Corporate Director of the fund) announced that, following a formal review, the fund will remain suspended.
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Fund in focus: Fundsmith Equity

Published on 26 Jun 19 by Liz Rees  (914 views)

Fundsmith Equity aims to produce capital growth from a concentrated portfolio of companies, typically well-known names with a global reach and which are listed in developed markets
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A message from Neil Woodford

Published on 13 Jun 19 by Guest  (624 views)

Neil Woodford explains his position on the Equity Income fund suspension.
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Fund in focus: Merian UK Mid Cap

Published on 12 Jun 19 by Liz Rees  (719 views)

The Merian UK Mid Cap fund aims to grow capital from a concentrated portfolio of 40-60 companies, of which around 75% will be from the FTSE 250 (excluding Investment Trusts) index.
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LF Woodford Equity Income fund suspension of dealing

Published on 04 Jun 19 by Liz Rees  (232 views)

On Monday 3rd June 2019 Woodford Investment Management Limited announced that it would be suspending dealing in units in the LF Woodford Equity Income fund, with immediate effect and until further notice.
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Fund in focus: BlackRock European Dynamic

Published on 22 May 19 by Liz Rees  (656 views)

Alister Hibbert has managed this fund since 2008 and this year he has been joined by co-manager Giles Rothbarth. The pair take a flexible approach and investigate opportunities across the whole market, moving between different investment styles as appropriate.
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Invesco European Equity Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 01 May 19 by Guest  (500 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Fund in focus: Woodford Equity Income

Published on 01 May 19 by Liz Rees  (1,285 views)

Neil Woodford is well known for his contrarian investment style, focusing on companies which are out of favour and trading on low valuations.
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Invesco Income Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 29 Apr 19 by Guest  (527 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 27 Apr 19 by Guest  (541 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson Global Equity Fund Q1 2019 report

Published on 24 Apr 19 by Guest  (480 views)

This update reviews performance against the benchmark over first quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q1 2019 report

Published on 24 Apr 19 by Guest  (382 views)

This update reviews performance against the benchmark over first quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Invesco European Equity Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 29 Jan 19 by Guest  (810 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson European Selected Opportunities Fund Q4 2018 report

Published on 24 Jan 19 by Guest  (496 views)

This review outlines performance vs benchmark over the last 5 years, focusing on the contributors to performance in the fourth quarter, changes that have been made and an assessment of the outlook.
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Janus Henderson Global Equity Fund Q4 2018 report

Published on 24 Jan 19 by Guest  (652 views)

This update reviews performance against the benchmark over the last 5 years, focusing on contributors to performance in the fourth quarter, changes that have been made and an assessment of the outlook.
read more

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Invesco Income Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 23 Jan 19 by Guest  (755 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 23 Jan 19 by Guest  (760 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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A healthy correction

Published on 04 Dec 18 by Guest  (423 views)

Against the backdrop of recent fluctuations in stock markets, Dan Nickols, who leads the Merian Global Investors UK small- and mid-cap team, explains why positioning in the UK  team’s portfolios remains largely unchanged.
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Impact investing shouldn’t be confused with philanthropy — it must earn a good return as well.

Published on 06 Nov 18 by Guest  (1,215 views)

This year’s World Economic Forum was dedicated to “creating a shared future in a fractured world” and those of us in the investment community had some important insights to offer – particularly regarding the benefits of impact investing.
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Invesco Income Fund (UK) Q3 2018 review

Published on 26 Oct 18 by Guest  (665 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco European Equity Fund (UK) Q3 2018 review

Published on 24 Oct 18 by Guest  (675 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund Q3 2018 review

Published on 22 Oct 18 by Guest  (630 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson Global Equity Fund Q3 2018 report

Published on 22 Oct 18 by Guest  (1,294 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q3 2018 report

Published on 22 Oct 18 by Guest  (577 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Consistency and patience in a changing world

Published on 03 Sep 18 by Guest  (708 views)

In this article, Alexander Darwall, the manager of Jupiter European Fund, provides us with some interesting insight into his investment approach which has produced stellar returns for investors over his lengthy tenure.
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Invesco Perpetual Income Fund Q2 2018 review

Published on 27 Jul 18 by Guest  (1,074 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Perpetual High Income Fund Q2 2018 review

Published on 27 Jul 18 by Guest  (1,252 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Perpetual European Equity Fund Q2 2018 review

Published on 26 Jul 18 by Guest  (761 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson European Selected Opportunities Fund Q2 2018 report

Published on 24 Jul 18 by Guest  (692 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson Global Equity Fund Q2 2018 report

Published on 24 Jul 18 by Guest  (864 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson Global Equity Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (902 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (843 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Invesco Perpetual European Equity Fund Q1 2018 review

Published on 25 Apr 18 by Guest  (770 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Invesco Perpetual High Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (1,069 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Invesco Perpetual Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (1,218 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Woodford Equity Income update

Published on 27 Mar 18 by Liz Rees  (1,605 views)

Explains why Square Mile retain their AAA rating on this Fund; the strategy has been out of favour and some individual stock disappointments have also contributed to weak performance. A recent presentation presented a very plausible argument that the value style is poised to return to favour given the extremely high dispersion between growth and value.
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Invesco Perpetual Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (2,250 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Invesco Perpetual High Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (2,411 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Janus Henderson European Selected Opportunities Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (1,300 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
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Janus Henderson Global Equity Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (1,728 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
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Woodford Fund Round Up - December 2017

Published on 22 Jan 18 by Guest  (1,047 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - November 2017

Published on 19 Dec 17 by Guest  (2,051 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - October 2017

Published on 22 Nov 17 by Guest  (1,034 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Henderson European Selected Opportunities Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (1,034 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
read more

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Henderson Global Growth Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (2,616 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Woodford Fund Round Up - September 2017

Published on 20 Oct 17 by Guest  (1,155 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Woodford Fund Round Up - August 2017

Published on 18 Sep 17 by Guest  (1,360 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - July 2017

Published on 23 Aug 17 by Guest  (1,330 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Henderson Global Growth Fund Q2 2017 update

Published on 07 Aug 17 by Liz Rees  (1,210 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Henderson European Selected Opportunities Fund Q2 2017 review

Published on 07 Aug 17 by Liz Rees  (1,309 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
read more

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Woodford Fund Round Up - June 2017

Published on 14 Jul 17 by Guest  (2,256 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - May 2017

Published on 16 Jun 17 by Guest  (1,294 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - April 2017

Published on 15 May 17 by Guest  (1,371 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Henderson Global Growth Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (1,592 views)

Henderson have provided us with an update on the recent performance, positioning and outlook for holders of their Global Growth Fund.
read more

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Henderson European Selected Opportunities Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (1,292 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund.
read more

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Woodford Fund Round Up - March 2017

Published on 21 Apr 17 by Guest  (1,475 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Woodford Fund Round Up - February 2017

Published on 17 Mar 17 by Guest  (1,525 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - January 2017

Published on 17 Feb 17 by Guest  (1,577 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Henderson European Selected Opportunities Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (1,575 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund
read more

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Henderson Global Growth Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (1,484 views)

Henderson have provided us with an update on the recent performance and outlook for holders of their Global Growth Fund.
read more

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Woodford Fund Round Up - December 2016

Published on 20 Jan 17 by Guest  (1,471 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - November 2016

Published on 19 Dec 16 by Guest  (1,517 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Woodford Fund Round Up - October 2016

Published on 18 Nov 16 by Guest  (1,510 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Henderson European Selected Opportunities Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (1,679 views)

Henderson have produced this overview for our investors in this fund to explain how the manager has positioned the fund, what has been driving performance and the prospects for the region going forward.
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Henderson Global Growth Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (2,448 views)

Henderson have kindly produced a report for our customers who are invested in this fund which explains the current positioning, what has been driving recent performance and how the fund is placed to benefit from future trends which may affect the regions in which it invests. 
read more

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Woodford Fund Round Up - September 2016

Published on 20 Oct 16 by Guest  (1,637 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Woodford Fund Round Up - August 2016

Published on 21 Sep 16 by Guest  (2,019 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Woodford Fund Round Up - July 2016

Published on 12 Aug 16 by Guest  (1,687 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Henderson European Selected Opportunities Fund Round Up

Published on 08 Aug 16 by Guest  (1,999 views)

The Henderson European Selected Opportunities Fund is a popular holding in the Europe ex-UK sector and featured in our latest ISA magazine. Henderson have kindly agreed to provide us with a quarterly roundup of performance, positioning and outlook which we hope you will find interesting and useful.
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Woodford Fund Round Up - June 2016

Published on 18 Jul 16 by Guest  (1,965 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - May 2016

Published on 21 Jun 16 by Guest  (1,976 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - April 2016

Published on 16 May 16 by Guest  (2,057 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund. 
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Woodford Fund Round Up - March 2016

Published on 18 Apr 16 by Guest  (2,316 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - February 2016

Published on 17 Mar 16 by Guest  (2,044 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - January 2016

Published on 09 Feb 16 by Guest  (2,044 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - December 2015

Published on 20 Jan 16 by Guest  (2,036 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - November 2015

Published on 15 Dec 15 by Guest  (2,097 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - October 2015

Published on 18 Nov 15 by Guest  (2,008 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Fund manager changes at First State and Stewart Investors

Published on 11 Nov 15 by Liz Rees  (2,911 views)

First State and Stewart Investors have announced some management changes which affect a number of their funds. In this blog we look at whether the new appointments are likely to have an impact on the way in which the funds are run and report on the response of our research partners Square Mile.
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Woodford Fund Round Up - September 2015

Published on 14 Oct 15 by Guest  (2,088 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - August 2015

Published on 15 Sep 15 by Guest  (2,082 views)

A recap of the continuing effect of China's economic downturn on other world markets.
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Woodford Patient Capital Trust Plc - Update

Published on 18 Aug 15 by Liz Rees  (2,517 views)

Last week marked the release of the maiden set of financial results for Woodford Patient Capital Trust.
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Woodford Fund Round Up - July 2015

Published on 17 Aug 15 by Guest  (2,077 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - June 2015

Published on 16 Jul 15 by Guest  (2,089 views)

June update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - May 2015

Published on 17 Jun 15 by Guest  (2,066 views)

May update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Happy 1st birthday to Woodford Equity Income

Published on 12 Jun 15 by Liz Rees  (3,655 views)

We review the first year of Neil Woodford's new income fund.
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Woodford Fund Round Up - April 2015

Published on 18 May 15 by Guest  (2,049 views)

April update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Introducing the Woodford Patient Capital Trust plc

Published on 22 Apr 15 by Jason Chapman  (2,985 views)

Star manager Neil Woodford's new Woodford Patient Capital Trust is now avaialbe to invest in.

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Woodford Fund Round Up - March 2015

Published on 20 Apr 15 by Guest  (2,099 views)

March update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Woodford Fund Round Up - February 2015

Published on 10 Mar 15 by Guest  (2,222 views)

February update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Woodford Fund Round Up - January 2015

Published on 12 Feb 15 by Guest  (2,346 views)

January update from Stephen Lamacraft, Fund Manager at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - December 2014

Published on 14 Jan 15 by Guest  (2,243 views)

December update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - November 2014

Published on 08 Dec 14 by Guest  (2,232 views)

November update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - October 2014

Published on 12 Nov 14 by Guest  (2,446 views)

October update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - September 2014

Published on 13 Oct 14 by Guest  (2,292 views)

September update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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M&G Episode Balanced Fund update

Published on 24 Sep 14 by Jason Chapman  (2,970 views)

The M&G Episode Balanced Fund will be changing name with effect from 3 November 2014.
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Julie Dean to leave Schroders

Published on 10 Sep 14 by Jason Chapman  (2,263 views)

Julie Dean, fund manager of the Schroder UK Opportunities Fund has resigned from Schroders.
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Threadneedle UK fund manager change

Published on 09 Sep 14 by Jason Chapman  (2,227 views)

It has been announced that Simon Brazier, fund manager of the Threadneedle UK fund, and the fund's co-manager Blake Hutchins, left the firm on 3rd September 2014.
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Woodford's Russell Harrop leaves

Published on 05 Sep 14 by Jason Chapman  (2,449 views)

Yesterday saw the breaking news of the first senior departure from Woodford Investment Management.
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Woodford Fund Round Up - August 2014

Published on 04 Sep 14 by Guest  (2,190 views)

August update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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AXA Framlington change pricing policy

Published on 31 Aug 14 by Jason Chapman  (4,022 views)

AXA Investment Managers UK Limited (AXA) has recently informed us that they will be converting funds from a dual-priced to a single priced basis.  These changes will be made to all AXA Framlington Unit Trusts in phases, with the first taking place on 8 September 2014.
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Woodford Fund Round Up - July 2014

Published on 05 Aug 14 by Guest  (2,267 views)

Nice article from Mitchell Fraser-Jones, head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Axa Framlington Health Fund Manager Change

Published on 01 Aug 14 by Jason Chapman  (2,184 views)

Axa Framlington Health manager, Gemma Game has resigned from Axa Investment Managers.
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M&G Fund Name Change

Published on 23 Jul 14 by Jason Chapman  (2,425 views)

As of 8 August 2014 the M&G High Yield Corporate Bond Fund will be changing its name to the 'M&G Global High Yield Bond Fund'.
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Woodford unveils top 10 holdings

Published on 17 Jul 14 by Jason Chapman  (2,063 views)

So, the initial pre frenzy launch is over, the launch of the New Neil Woodford Fund (CF Woodford Equity Income Fund) has come and.. well, keeps going it would seem, 2.2 billion and counting.
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Jupiter Merlin Portfolios update

Published on 20 May 14 by Guest  (2,583 views)

We've received a valuable update and outlook from the Jupiter Independent Funds Team regarding the performance and positioning for Jupiter Merlin Portfolios.  
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Introducing the CF Woodford Equity Income Fund

Published on 15 May 14 by Jason Chapman  (6,489 views)

Star manager Neil Woodford has announced details of his much anticipated new venture. The new fund from one of the UK's most respected fund managers will launch on 2 June 2014. In preparation, we have obtained early details of this new fund.
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Neil Woodford Fund Manager Update

Published on 16 Apr 14 by Jason Chapman  (4,859 views)

Register your interest in Neil's imminent fund launch.
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Cazenove funds renamed

Published on 05 Mar 14 by Jason Chapman  (2,771 views)

Following Schroders' acquisition of Cazenove Capital in July 2013, Schroders have been implementing a series of integrations to combine the two businesses.
As part of this integration, from 24 March 2014, Cazenove Capital funds will change their names as they combine funds onto a single administration platform.
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Neil Woodford Funds - Under Review by OBSR

Published on 16 Oct 13 by Jason Chapman  (4,124 views)

Following the announcement that Neil Woodford will leave Invesco Perpetual in April 2014, Morningstar OBSR has placed the Morningstar OBSR Analyst Ratings of the funds he actively manages Under Review.
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