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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A message from Neil Woodford

Published on 13 Jun 19 by Guest  (371 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  (430 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.
read more

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LF Woodford Equity Income fund suspension of dealing

Published on 04 Jun 19 by Liz Rees  (49 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.
read more

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Fund in focus: BlackRock European Dynamic

Published on 22 May 19 by Liz Rees  (530 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.
read more

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Invesco European Equity Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 01 May 19 by Guest  (314 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  (1,074 views)

Neil Woodford is well known for his contrarian investment style, focusing on companies which are out of favour and trading on low valuations.
read more

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

Published on 29 Apr 19 by Guest  (318 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  (222 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  (349 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  (230 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  (549 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  (374 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.
read more

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Janus Henderson Global Equity Fund Q4 2018 report

Published on 24 Jan 19 by Guest  (536 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  (514 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  (514 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  (316 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.
read more

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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  (974 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.
read more

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Invesco Income Fund (UK) Q3 2018 review

Published on 26 Oct 18 by Guest  (529 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  (548 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  (499 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  (1,194 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  (466 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  (559 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  (843 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  (852 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  (621 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  (569 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  (727 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  (745 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  (716 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  (608 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  (881 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  (1,066 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  (1,429 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  (2,040 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  (2,163 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  (1,149 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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Janus Henderson Global Equity Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (1,554 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 - December 2017

Published on 22 Jan 18 by Guest  (941 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 2017

Published on 19 Dec 17 by Guest  (1,954 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 2017

Published on 22 Nov 17 by Guest  (921 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  (898 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  (2,421 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  (1,035 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  (1,227 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  (1,189 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  (1,032 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  (1,145 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  (2,097 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  (1,154 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 2017

Published on 15 May 17 by Guest  (1,219 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  (1,464 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  (1,131 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  (1,352 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  (1,403 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  (1,452 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  (1,472 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  (1,373 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  (1,354 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  (1,402 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  (1,412 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  (1,570 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.
read more

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Henderson Global Growth Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (2,345 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  (1,543 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  (1,892 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  (1,548 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  (1,828 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.
read more

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Woodford Fund Round Up - June 2016

Published on 18 Jul 16 by Guest  (1,861 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  (1,783 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 2016

Published on 16 May 16 by Guest  (1,865 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 - March 2016

Published on 18 Apr 16 by Guest  (2,111 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 2016

Published on 17 Mar 16 by Guest  (1,933 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 2016

Published on 09 Feb 16 by Guest  (1,842 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 - December 2015

Published on 20 Jan 16 by Guest  (1,913 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 2015

Published on 15 Dec 15 by Guest  (1,972 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  (1,870 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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Fund manager changes at First State and Stewart Investors

Published on 11 Nov 15 by Liz Rees  (2,668 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  (1,969 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  (1,951 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  (2,395 views)

Last week marked the release of the maiden set of financial results for Woodford Patient Capital Trust.
read more

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Woodford Fund Round Up - July 2015

Published on 17 Aug 15 by Guest  (1,977 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 - June 2015

Published on 16 Jul 15 by Guest  (1,943 views)

June 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 2015

Published on 17 Jun 15 by Guest  (1,951 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  (3,540 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  (1,901 views)

April 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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Introducing the Woodford Patient Capital Trust plc

Published on 22 Apr 15 by Jason Chapman  (2,802 views)

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

read more

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Woodford Fund Round Up - March 2015

Published on 20 Apr 15 by Guest  (1,984 views)

March 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 2015

Published on 10 Mar 15 by Guest  (2,115 views)

February 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 2015

Published on 12 Feb 15 by Guest  (2,111 views)

January update from Stephen Lamacraft, Fund Manager at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Woodford Fund Round Up - December 2014

Published on 14 Jan 15 by Guest  (2,140 views)

December 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 2014

Published on 08 Dec 14 by Guest  (2,019 views)

November 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 2014

Published on 12 Nov 14 by Guest  (2,324 views)

October 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 - September 2014

Published on 13 Oct 14 by Guest  (2,160 views)

September 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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M&G Episode Balanced Fund update

Published on 24 Sep 14 by Jason Chapman  (2,735 views)

The M&G Episode Balanced Fund will be changing name with effect from 3 November 2014.
read more

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Julie Dean to leave Schroders

Published on 10 Sep 14 by Jason Chapman  (2,108 views)

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

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Threadneedle UK fund manager change

Published on 09 Sep 14 by Jason Chapman  (2,083 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  (2,272 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  (2,058 views)

August 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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AXA Framlington change pricing policy

Published on 31 Aug 14 by Jason Chapman  (3,821 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  (2,169 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  (2,044 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  (2,187 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  (1,921 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.
read more

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Jupiter Merlin Portfolios update

Published on 20 May 14 by Guest  (2,455 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  (6,306 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  (4,617 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  (2,597 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  (3,926 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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