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Fund research

  • Aberdeen Global Asian Smaller Companies Fund research update
  • Aberdeen Global Asian Smaller Companies Fund research update

    By Kate Marshall | Thu 17 April 2014
    Aberdeen has been running dedicated Asian smaller companies portfolios since 1995. The group's Asian equity team, headed by Hugh Young, consists of 42 experienced investment managers based on the ground throughout the region.

  • Schroder Global Equity Income Fund research update
  • Schroder Global Equity Income Fund research update

    By Charlie Huggins | Tue 15 April 2014
    The Schroder Global Equity Income Fund recently underwent a change of management. At the end of 2013 Sonja Laud left the firm and responsibility passed to Ian Kelly and Jamie Lowry.

  • Investec Cautious Managed Fund research update
  • Investec Cautious Managed Fund research update

    By Kate Marshall | Tue 15 April 2014
    Alastair Mundy, manager of the Investec Cautious Managed Fund, feels the valuations of many global stock markets are now too high and feels a number of wider economic issues should be taken more seriously.

  • Old Mutual Global Best Ideas Fund research update
  • Old Mutual Global Best Ideas Fund research update

    By Charlie Huggins | Fri 11 April 2014
    The Old Mutual Global Best Ideas Fund employs a "manager of managers" approach, aiming to utilise the best stock ideas from eight highly-skilled fund managers appointed to the various geographical areas covered by the fund.

  • Lazard Multi-Cap UK Income Fund research update
  • Lazard Multi-Cap UK Income Fund research update

    By Kate Marshall | Thu 10 April 2014
    The Lazard UK Income Fund changed its name to the Lazard Multi-Cap UK Income Fund on 7 April 2014 to more accurately reflect the fund’s ‘multi-cap’ approach.

  • Kames Ethical Equity Fund research update
  • Kames Ethical Equity Fund research update

    By Kate Marshall | Wed 09 April 2014
    Audrey Ryan, manager of the Kames Ethical Equity Fund, expects a further broadening of the UK economic recovery this year. She expects an improvement in corporate spending which could further boost growth.

  • Fidelity MoneyBuilder Balanced Fund research update
  • Fidelity MoneyBuilder Balanced Fund research update

    By Charlie Huggins | Tue 08 April 2014
    The Fidelity MoneyBuilder Balanced Fund aims to provide an attractive, regular income, and some capital growth over the long term, but with less volatility than the stock market.

  • Fundsmith Equity Fund research update
  • Fundsmith Equity Fund research update

    By Richard Troue | Mon 07 April 2014
    Sir John Templeton once said "if you want to have better performance than the crowd, you must do things differently from the crowd". Terry Smith launched the Fundsmith Equity Fund in November 2010 with the aim of doing just this.

  • Invesco Perpetual funds - changes to the way fees are applied
  • Invesco Perpetual funds - changes to the way fees are applied

    By Joel Lewis | Wed 02 April 2014
    Invesco Perpetual has changed the way it applies annual fees to its funds. Rather than applying separate annual management charges (AMC), and Other Expenses, they are taking one fee from their funds - the Fund Management Fee (FMF).

  • Liontrust Macro Equity Income Fund research update
  • Liontrust Macro Equity Income Fund research update

    By Kate Marshall | Thu 03 April 2014
    Jan Luthman and Stephen Bailey, managers of the Liontrust Macro Equity Income Fund, focus on broader economic themes, selecting companies they believe will benefit from the development of these themes over the long term.

  • Fidelity Special Situations Fund research update
  • Fidelity Special Situations Fund research update

    By Charlie Huggins | Wed 02 April 2014
    Alex Wright assumed responsibility for the Fidelity Special Situations Fund on 1 January 2014, taking over from Sanjeev Shah. Charlie Huggins, Investment Analyst, provides an update on his performance.

  • SWIP taken over by Aberdeen
  • SWIP taken over by Aberdeen

    By Adam Laird | Tue 01 April 2014
    Aberdeen Asset Management has acquired Scottish Widows Investment Partnership (SWIP).

  • Fidelity Index UK Fund - manager change
  • Fidelity Index UK Fund - manager change

    By Adam Laird | Tue 01 April 2014
    There has been a change of manager on the Fidelity Index UK fund. The fund will now be managed by Geode Capital, a US based subsidiary with a speciality in passive investing. Geode Capital manage the other index tracking funds in Fidelity’s range.

View Fund research archive



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