Fund research & investment ideas

Fund research

Franklin UK Select Growth and UK Managers' Select Fund research update
Fri 24 May 2013
Franklin Templeton has hired Newton's Ben Russon to manage the Franklin UK Select Growth Fund. We recently met with the group to discuss this change.

Marlborough UK Micro Cap Growth Fund research update
Thu 23 May 2013
The Marlborough UK Micro Cap Growth Fund was launched in 2004 since which point it has been managed by Giles Hargreave, a specialist in smaller company investing. The fund specifically focuses on the micro-cap market, though Marlborough has recently announced plans to amend the fund's investment policy.

Threadneedle UK Equity Alpha Income Fund research update
Wed 22 May 2013
The current investment climate is very much against the saver. With inflation approaching 3% and interest rates on cash deposits typically around 1.5%, the value of investors’ capital is gradually being eroded.

Latest investment ideas

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• Liontrust Macro Equity Income
  03 May 2013
  Interest rates might be low, but equity income funds can offer a healthy starting level of income which has the potential to rise significantly over time. We believe this fund is an excellent choice in the sector, and currently yields 3.1% (variable and not guaranteed).
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• Newton Asian Income
  03 May 2013
  Growing consumer demand in the dynamic economies of South East Asia could fuel the next phase of their economic expansion. This fund focuses on profitable businesses that rewards their investors with dividends, and currently yields 4.1% (variable and not guaranteed).
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• First State Global Listed Infrastructure
  03 May 2013
  Good infrastructure is essential to grease the wheels of economic development. This fund focuses on core industries, mainly within the more developed economies of the West. It is managed by a well-resourced and experienced team.
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• M&G Inflation Linked Corporate Bond
  03 May 2013
  This fund could be a good option for investors looking to maintain the spending power of their capital, but who are concerned about stock market volatility. It aims for a combined return from income and capital growth in excess of the rate of inflation.

Popular funds

Savings on popular funds

	Initial saving	Annual saving
HL Multi-Manager Income & Growth Trust Accumulation UK Equity Income	5%	0.15%
Invesco Perpetual High Income Accumulation UK Equity Income	5%	0.25%
Invesco Perpetual Income Accumulation UK Equity Income	5%	0.25%
Invesco Perpetual Monthly Income Plus Accumulation GBP Strategic Bond	5%	0.13%
M&G Optimal Income (Class X) Accumulation GBP Strategic Bond	0%	0.1%
Newton Asian Income Income Asia Pacific Ex Japan	4%	0.2%
Newton Global Higher Income Income Global Equity Income	4%	0.2%
Royal London Sterling Extra Yield Bond (Class B) Income Offshore	4%	0.13%
SWIP FTSE All Share Index (SWIP Foundation Growth) Accumulation UK All Companies	0%	0%
Troy Trojan (Class I) Accumulation Flexible Investment	5%	0%

Table key: Wealth 150 View factsheet