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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: Schroder Asian IncomePublished on 13 Feb 20 by Liz Rees (282 views)
Asia is often seen as a region of rapid-growth opportunities, whether in large economies such as China and India or frontier markets such as Indonesia and Vietnam. As such, it is easy to overlook the fact that Asia is also home to many well-established and financially stable companies with a history of paying dividends. An Asian Income fund could aid diversification and be complementary to a UK Equity Income fund because there are significant differences in the underlying industry exposures |
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Invesco European Equity Fund (UK) Q4 2019 reviewPublished on 06 Feb 20 by Guest (206 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. |
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Invesco Income Fund (UK) Q4 2019 reviewPublished on 31 Jan 20 by Guest (243 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. |
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Invesco High Income Fund (UK) Q4 2019 reviewPublished on 31 Jan 20 by Guest (173 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. |
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Alternative equity income options to Neil WoodfordPublished on 30 Jan 20 by Adrian Lowcock (163 views)
After more than seven months since its suspension the LF Equity Income fund, formerly known as the LF Woodford Equity Income fund, will shortly start to return money to unit holders. The money will be returned to you in a series of payments. |
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Fund in focus: Man GLG UK IncomePublished on 29 Jan 20 by Liz Rees (449 views)
A resounding majority for the Conservative government gave Boris Johnson a clear mandate to ‘get Brexit done’. Although there are likely to be bumps on the way, the UK stock market initially rallied as a cloud of uncertainty, that had held back companies exposed to the British economy, was lifted. Any pick-up in the present sub-par rate of growth could provide a boost to funds that adopt a value style. |
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Janus Henderson Global Equity Fund Q4 2019 reportPublished on 28 Jan 20 by Guest (273 views)
This update reviews performance against the benchmark over the fourth 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 European Selected Opportunities Fund Q4 2019 reportPublished on 27 Jan 20 by Guest (174 views)
This update reviews performance against the benchmark over the fourth 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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Fund in focus: BNY Mellon Real ReturnPublished on 08 Jan 20 by Liz Rees (427 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 MarketsPublished on 12 Dec 19 by Liz Rees (361 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 & GeneralPublished on 20 Nov 19 by Liz Rees (444 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 RecoveryPublished on 06 Nov 19 by Liz Rees (468 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 reviewPublished on 01 Nov 19 by Guest (261 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. |
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Invesco High Income Fund (UK) Q3 2019 reviewPublished on 31 Oct 19 by Guest (213 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. |
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Invesco Income Fund (UK) Q3 2019 reviewPublished on 31 Oct 19 by Guest (282 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. |
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How Woodford’s downfall can teach us all to be better investorsPublished on 25 Oct 19 by Adrian Lowcock (79 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 reportPublished on 23 Oct 19 by Guest (343 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. |
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Janus Henderson European Selected Opportunities Fund Q3 2019 reportPublished on 23 Oct 19 by Guest (227 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. |
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Fund in focus: Franklin UK Smaller CompaniesPublished on 22 Oct 19 by Liz Rees (398 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-upPublished on 15 Oct 19 by Adrian Lowcock (97 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 InfrastructurePublished on 10 Oct 19 by Liz Rees (441 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 CoreAlphaPublished on 25 Sep 19 by Liz Rees (364 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 DividendPublished on 12 Sep 19 by Liz Rees (633 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 fundPublished on 28 Aug 19 by Liz Rees (412 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 suspensionPublished on 27 Aug 19 by Liz Rees (74 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 BondPublished on 07 Aug 19 by Liz Rees (677 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 reportPublished on 01 Aug 19 by Guest (297 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 reportPublished on 01 Aug 19 by Guest (325 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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Invesco European Equity Fund (UK) Q2 2019 reviewPublished on 30 Jul 19 by Guest (354 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. |
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Invesco Income Fund (UK) Q2 2019 reviewPublished on 30 Jul 19 by Guest (379 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. |
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Invesco High Income Fund (UK) Q2 2019 reviewPublished on 30 Jul 19 by Guest (281 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. |
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LF Woodford Equity Income fund suspension to be extendedPublished on 30 Jul 19 by Liz Rees (111 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. |
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Fund in focus: Invesco AsianPublished on 23 Jul 19 by Liz Rees (574 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 SelectPublished on 10 Jul 19 by Liz Rees (609 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 hedgehogsPublished on 02 Jul 19 by Guest (167 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 periodPublished on 02 Jul 19 by Liz Rees (105 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 EquityPublished on 26 Jun 19 by Liz Rees (932 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 WoodfordPublished on 13 Jun 19 by Guest (633 views)
Neil Woodford explains his position on the Equity Income fund suspension. |
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Fund in focus: Merian UK Mid CapPublished on 12 Jun 19 by Liz Rees (728 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 dealingPublished on 04 Jun 19 by Liz Rees (241 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 DynamicPublished on 22 May 19 by Liz Rees (665 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 factsheetPublished on 01 May 19 by Guest (517 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. |
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Fund in focus: Woodford Equity IncomePublished on 01 May 19 by Liz Rees (1,310 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 factsheetPublished on 29 Apr 19 by Guest (545 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. |
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Invesco High Income Fund (UK) Q1 2019 review – Consumer-focused factsheetPublished on 27 Apr 19 by Guest (556 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. |
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Janus Henderson Global Equity Fund Q1 2019 reportPublished on 24 Apr 19 by Guest (491 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. |
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Janus Henderson European Selected Opportunities Fund Q1 2019 reportPublished on 24 Apr 19 by Guest (393 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. |
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Invesco European Equity Fund (UK) Q4 2018 review – Consumer-focused factsheetPublished on 29 Jan 19 by Guest (835 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. |
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Janus Henderson European Selected Opportunities Fund Q4 2018 reportPublished on 24 Jan 19 by Guest (506 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 reportPublished on 24 Jan 19 by Guest (662 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. |
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Invesco Income Fund (UK) Q4 2018 review – Consumer-focused factsheetPublished on 23 Jan 19 by Guest (776 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. |
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Invesco High Income Fund (UK) Q4 2018 review – Consumer-focused factsheetPublished on 23 Jan 19 by Guest (783 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. |
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A healthy correctionPublished on 04 Dec 18 by Guest (435 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 (1,240 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 reviewPublished on 26 Oct 18 by Guest (676 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. |
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Invesco European Equity Fund (UK) Q3 2018 reviewPublished on 24 Oct 18 by Guest (685 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. |
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Invesco High Income Fund Q3 2018 reviewPublished on 22 Oct 18 by Guest (642 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. |
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Janus Henderson Global Equity Fund Q3 2018 reportPublished on 22 Oct 18 by Guest (1,303 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. |
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Janus Henderson European Selected Opportunities Fund Q3 2018 reportPublished on 22 Oct 18 by Guest (590 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. |
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Consistency and patience in a changing worldPublished on 03 Sep 18 by Guest (719 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 reviewPublished on 27 Jul 18 by Guest (1,089 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. |
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Invesco Perpetual High Income Fund Q2 2018 reviewPublished on 27 Jul 18 by Guest (1,268 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. |
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Invesco Perpetual European Equity Fund Q2 2018 reviewPublished on 26 Jul 18 by Guest (771 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. |
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Janus Henderson European Selected Opportunities Fund Q2 2018 reportPublished on 24 Jul 18 by Guest (702 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. |
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Janus Henderson Global Equity Fund Q2 2018 reportPublished on 24 Jul 18 by Guest (875 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. |
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Janus Henderson Global Equity Fund Q1 2018 reportPublished on 27 Apr 18 by Guest (913 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. |
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Janus Henderson European Selected Opportunities Fund Q1 2018 reportPublished on 27 Apr 18 by Guest (856 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. |
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Invesco Perpetual European Equity Fund Q1 2018 reviewPublished on 25 Apr 18 by Guest (785 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. |
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Invesco Perpetual High Income Fund Q1 2018 reviewPublished on 20 Apr 18 by Guest (1,082 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. |
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Invesco Perpetual Income Fund Q1 2018 reviewPublished on 20 Apr 18 by Guest (1,231 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. |
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Woodford Equity Income updatePublished on 27 Mar 18 by Liz Rees (1,617 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 reviewPublished on 06 Feb 18 by Liz Rees (2,262 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. |
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Invesco Perpetual High Income Fund Q4 2017 reviewPublished on 06 Feb 18 by Liz Rees (2,430 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. |
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Janus Henderson European Selected Opportunities Fund Q4 2017 reportPublished on 26 Jan 18 by Liz Rees (1,312 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 reportPublished on 26 Jan 18 by Liz Rees (1,743 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 2017Published on 22 Jan 18 by Guest (1,059 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 2017Published on 19 Dec 17 by Guest (2,060 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 2017Published on 22 Nov 17 by Guest (1,044 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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Henderson European Selected Opportunities Fund Q3 2017 reviewPublished on 26 Oct 17 by Guest (1,047 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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Henderson Global Growth Fund Q3 2017 reviewPublished on 26 Oct 17 by Guest (2,629 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. |
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Woodford Fund Round Up - September 2017Published on 20 Oct 17 by Guest (1,172 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 2017Published on 18 Sep 17 by Guest (1,369 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 - July 2017Published on 23 Aug 17 by Guest (1,339 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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Henderson Global Growth Fund Q2 2017 updatePublished on 07 Aug 17 by Liz Rees (1,224 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. |
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Henderson European Selected Opportunities Fund Q2 2017 reviewPublished on 07 Aug 17 by Liz Rees (1,323 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 - June 2017Published on 14 Jul 17 by Guest (2,264 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 2017Published on 16 Jun 17 by Guest (1,304 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 2017Published on 15 May 17 by Guest (1,383 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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Henderson Global Growth Fund Q1 2017 reportPublished on 27 Apr 17 by Guest (1,604 views)
Henderson have provided us with an update on the recent performance, positioning and outlook for holders of their Global Growth Fund. |
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Henderson European Selected Opportunities Fund Q1 2017 reportPublished on 27 Apr 17 by Guest (1,303 views)
Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund. |
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Woodford Fund Round Up - March 2017Published on 21 Apr 17 by Guest (1,488 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 2017Published on 17 Mar 17 by Guest (1,534 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 2017Published on 17 Feb 17 by Guest (1,586 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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Henderson European Selected Opportunities Fund Q4 2016 reportPublished on 27 Jan 17 by Guest (1,587 views)
Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund |
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Henderson Global Growth Fund Q4 2016 reportPublished on 27 Jan 17 by Guest (1,494 views)
Henderson have provided us with an update on the recent performance and outlook for holders of their Global Growth Fund. |
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Woodford Fund Round Up - December 2016Published on 20 Jan 17 by Guest (1,481 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 2016Published on 19 Dec 16 by Guest (1,530 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 2016Published on 18 Nov 16 by Guest (1,521 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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Henderson European Selected Opportunities Fund Q3 2016 updatePublished on 16 Nov 16 by Guest (1,692 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 updatePublished on 16 Nov 16 by Guest (2,457 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. |
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Woodford Fund Round Up - September 2016Published on 20 Oct 16 by Guest (1,648 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 2016Published on 21 Sep 16 by Guest (2,034 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 - July 2016Published on 12 Aug 16 by Guest (1,701 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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Henderson European Selected Opportunities Fund Round UpPublished on 08 Aug 16 by Guest (2,015 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 2016Published on 18 Jul 16 by Guest (1,974 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 2016Published on 21 Jun 16 by Guest (1,996 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 2016Published on 16 May 16 by Guest (2,075 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 2016Published on 18 Apr 16 by Guest (2,334 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 2016Published on 17 Mar 16 by Guest (2,058 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 2016Published on 09 Feb 16 by Guest (2,062 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 2015Published on 20 Jan 16 by Guest (2,047 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 2015Published on 15 Dec 15 by Guest (2,113 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 2015Published on 18 Nov 15 by Guest (2,023 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 InvestorsPublished on 11 Nov 15 by Liz Rees (2,930 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 2015Published on 14 Oct 15 by Guest (2,100 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 2015Published on 15 Sep 15 by Guest (2,094 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 - UpdatePublished on 18 Aug 15 by Liz Rees (2,529 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 2015Published on 17 Aug 15 by Guest (2,089 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 2015Published on 16 Jul 15 by Guest (2,104 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 2015Published on 17 Jun 15 by Guest (2,077 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 IncomePublished on 12 Jun 15 by Liz Rees (3,668 views)
We review the first year of Neil Woodford's new income fund. |
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Woodford Fund Round Up - April 2015Published on 18 May 15 by Guest (2,062 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 plcPublished on 22 Apr 15 by Jason Chapman (2,998 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 2015Published on 20 Apr 15 by Guest (2,108 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 2015Published on 10 Mar 15 by Guest (2,233 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 2015Published on 12 Feb 15 by Guest (2,365 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 2014Published on 14 Jan 15 by Guest (2,254 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 2014Published on 08 Dec 14 by Guest (2,248 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 2014Published on 12 Nov 14 by Guest (2,458 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 2014Published on 13 Oct 14 by Guest (2,303 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 updatePublished on 24 Sep 14 by Jason Chapman (2,991 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 SchrodersPublished on 10 Sep 14 by Jason Chapman (2,280 views)
Julie Dean, fund manager of the Schroder UK Opportunities Fund has resigned from Schroders. |
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Threadneedle UK fund manager changePublished on 09 Sep 14 by Jason Chapman (2,240 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 leavesPublished on 05 Sep 14 by Jason Chapman (2,466 views)
Yesterday saw the breaking news of the first senior departure from Woodford Investment Management. |
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Woodford Fund Round Up - August 2014Published on 04 Sep 14 by Guest (2,203 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 policyPublished on 31 Aug 14 by Jason Chapman (4,040 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 2014Published on 05 Aug 14 by Guest (2,278 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 ChangePublished on 01 Aug 14 by Jason Chapman (2,203 views)
Axa Framlington Health manager, Gemma Game has resigned from Axa Investment Managers. |
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M&G Fund Name ChangePublished on 23 Jul 14 by Jason Chapman (2,438 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 holdingsPublished on 17 Jul 14 by Jason Chapman (2,075 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 updatePublished on 20 May 14 by Guest (2,594 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 FundPublished on 15 May 14 by Jason Chapman (6,507 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 UpdatePublished on 16 Apr 14 by Jason Chapman (4,874 views)
Register your interest in Neil's imminent fund launch. |
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Cazenove funds renamedPublished on 05 Mar 14 by Jason Chapman (2,784 views)
Following Schroders' acquisition of Cazenove Capital in July 2013, Schroders have been implementing a series of integrations to combine the two businesses. |
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Neil Woodford Funds - Under Review by OBSRPublished on 16 Oct 13 by Jason Chapman (4,144 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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