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Fund and manager news

All the latest news on funds, ITs and ETFs

Electra fends off activist Bramson's restructuring plans

by James Phillipps on Jul 29, 2014 at 13:03

Electra Private Equity investment trust rebuffs activist shareholder Edward Bramson's attempts to overhaul strategy.

Has supersized Gars bitten off more than it can chew?

by Jennifer Hill on Jul 29, 2014 at 08:00

Standard Life Gars, the biggest fund in the country, is one of three giants in the 'absolute return' sector. How would these funds do in a downturn?

How Templeton Emerging Markets stands up

by Jennifer Hill on Jul 28, 2014 at 13:00

Performance of Templeton Emerging Markets investment trust has faltered and there's concern who will succeed manager Mark Mobius. 

Watchdog warns investors over corporate bonds

by Gavin Lumsden on Jul 25, 2014 at 15:18

The Financial Conduct Authority urges consumers to consider the dangers of owning corporate bonds as interest rates start to rise.

Tech stock hiccup is a welcome pause for breath

by David Sandham on Jul 25, 2014 at 11:20

David Sandham explains why the spring sell-off in technology equities represents a healthy 'correction' rather than heralding a repeat of the dotcom crash at the start of the century.

Have smaller company trusts become good value?

by Gavin Lumsden on Jul 25, 2014 at 08:00

And have Diverse Income (DIVI) and Witan (WTAN) become too expensive? A roundup of what analysts are saying about investment trusts.

Portfolios: the battle between income and total return

by Jennifer Hill on Jul 24, 2014 at 14:49

Experts debate what matters most when designing investment portfolios: income or total return?

Chelverton's Taylor buys Jupiter and River & Mercantile

by Eleanor Lawrie on Jul 23, 2014 at 13:35

Top performing equity income investor's enthusiasm for fund managers and good dividends overcame his distaste for flotations.

Investment Trusts: Sharpe ratios to the rescue!

by Robert St George on Jul 23, 2014 at 08:00

How to use a Nobel prize-winning economist's measure to pick good investment trusts.

Renewable energy: what I found on my solar farm trip

by Gavin Lumsden on Jul 17, 2014 at 10:51

Renewable energy is attracting a lot of investor interest, so I headed to the UK's largest solar farm to find out more.

Jupiter Merlin team buys into Woodford fund

by Robert St George on Jul 16, 2014 at 13:33

Jupiter's Merlin multi-manager team has bought into Neil Woodford's new fund and is continuing to back his former colleague Mark Barnett. 

Veteran fund manager Bill Mott to retire

by Danielle Levy on Jul 15, 2014 at 09:17

PSigma Income fund manager will retire at the end of the year, bringing down the curtain on a 37-year career.

Woodford reveals every single stock in his new fund

by Daniel Grote on Jul 14, 2014 at 13:42

Star fund manager Neil Woodford takes the unusual step of disclosing all the holdings of his new £1.6 billion equity income fund.

5 shares pros are buying and selling

by David Campbell, Robert St George on Jul 14, 2014 at 05:01

A roundup of trades by professional investors. This time we feature Greggs, BBA Aviation, NetScientific, AGA Rangemaster and Moss Bros.

Bob Morton buys stake in Peter Webb’s fund firm

by Dylan Lobo on Jul 11, 2014 at 11:15

Peter Webb, the former star smaller company fund manager attempting a comeback, has received backing from serial entrepreneur Bob Morton.

What’s wrong with global smaller company funds?

by Robert St George on Jul 10, 2014 at 13:28

Global smaller company funds have registered impressive returns over recent years, but behind those numbers lurks a worrying trend. 

Pressure on Perpetual Income as Keystone cuts charge

by Gavin Lumsden on Jul 09, 2014 at 13:28

Keystone investment trust cuts its annual management fee, increasing pressure on Perpetual Income & Growth, also run by Mark Barnett of Invesco Perpetual, to do the same.

Kirrage: I've never backed an IPO, and don't intend to

by Danielle Levy on Jul 09, 2014 at 07:00

A series of floundering inital public offerings have done little to convince Schroders fund manager to break the habit of a lifetime.

Hewitt backs Barnett to deliver at helm of Edinburgh

by Jennifer Hill on Jul 09, 2014 at 07:00

F&C’s Peter Hewitt, a man whose job it is to pick good investment trust managers, is backing Mark Barnett to pick up where predecessor Neil Woodford left off at Edinburgh. 

Old Mutual’s Message: 'safe' consumer stocks too expensive

by Eleanor Lawrie on Jul 08, 2014 at 07:00

Citywire A-rated manager resists buying into consumer stocks despite strong returns.

Euro gurus' top shares tips for the Continent

by James Phillipps, Eleanor Lawrie, Luca Rossi on Jul 07, 2014 at 15:20

European markets were among the stellar performers of last year but can the rally continue amidst economic uncertainty?

Obama's carbon cuts are a catalyst for clean technology

by Gavin Lumsden on Jul 07, 2014 at 14:07

President Obama's order to US power companies to slash greenhouse gases boosts clean technology worldwide, says Bruce Jenkyn-Jones of Impax.

Neil Woodford rebuilds AstraZeneca stake

by Daniel Grote on Jul 07, 2014 at 12:24

Star fund manager makes AstraZeneca the top holding in his new fund after opposing Pfizer's takeover bid for the UK pharmaceutical giant. 

Dear Mark: Stewart Cowley's letter to Carney

by Stewart Cowley on Jul 04, 2014 at 15:52

Old Mutual bond fund manager offers some advice to Mark Carney as he completes first year at Bank.

Diary of a Dumb Investor: my inspiration from Brazil

by Dumb Investor on Jul 03, 2014 at 08:30

My portfolio is fighting a losing battle with the World Cup for my attention, but maybe I can learn some investment lessons from Brazil.

Investment trusts: buy, sell, hold

by Gavin Lumsden on Jul 03, 2014 at 08:00

Investment Trust Insider rounds up some of the things analysts are saying about investment trusts.

Neil Woodford buys first unquoted stock for new fund

by Dylan Lobo on Jul 02, 2014 at 11:30

UK telecoms firm Gigaclear is the first private firm to be a holding in the CF Woodford UK Equity Income fund.

6 points for an investment trust portfolio

by Jennifer Hill on Jul 02, 2014 at 08:00

Part two of our guide to building an investment trust portfolio.

Warning over property as fund sales rocket

by Daniel Grote on Jul 01, 2014 at 15:49

Inflows into property funds reach highest level in over four years despite looming prospect of interest rate rises.

Top investment trust ISA and savings schemes

by Gavin Lumsden on Jul 01, 2014 at 08:00

The new ISA (individual savings account) allowance has jumped to £15,000. We reveal the cheapest investment trust ISA and share schemes to help you take advantage.

Top trusts for world-beating returns

by Gavin Lumsden on Jun 30, 2014 at 08:00

Forget the Fifa World Cup, we want the investment world cup and we’ve picked a fantasy squad of investment trust managers to get it!

Investment Trust Insider 10: top ISAs & tips!

by Gavin Lumsden on Jun 27, 2014 at 14:59

With the new ISA allowance leaping to £15,000 a year, upping the amount you put into investment trusts each month could help.

Mark Barnett’s funds to exit UK Equity Income sector

by Robert St George, Gavin Lumsden on Jun 27, 2014 at 13:25

The reclassification leaves Invesco Perpetual with just one fund in the sector that made its name.  

Bill Miller: don’t count on a US correction yet

by Eleanor Lawrie on Jun 26, 2014 at 17:11

The famously bullish manager warned investors could be calling the top of the market too early.

Diary of a Dumb Investor: I've found the next Dyson!

by Dumb Investor on Jun 26, 2014 at 16:49

I'm back from holiday, devastated at what's happened to Standard Chartered, but feeling adventurous and ready for my next AIM punt...

Woodford raises record £1.6 billion for new fund

by Dylan Lobo on Jun 25, 2014 at 14:18

Star manager smashes records with huge uptake for launch of CF Woodford Equity Income fund.

Commercial property shares vs bricks and mortar: what's best?

by Jennifer Hill on Jun 25, 2014 at 07:00

Commercial property is on the up, but how best can investors access it? 

Terry Smith nets £193m for emerging markets trust

by Robert St George on Jun 24, 2014 at 14:58

New investment trusts from Terry Smith and European fund managers Tim Russell and Chris Rice have attracted strong demand.

Worried about expensive shares? So are these big bears

by Jennifer Hill on Jun 24, 2014 at 14:39

With shares approaching record highs, here's how two bearish fund managers are responding.

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