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AXA Framlington Managed Balanced Fund - research update

By Rob Morgan | Wed 08 February 2012
Richard Peirson has seen his fair share of market ups and downs during his 18 years at the helm of the AXA Framlington Managed Balanced Fund. He has one of the longest track records in the sector, and indeed the industry.

Recent fund news

Courage of conviction - GLG Japan CoreAlpha Fund

By Richard Troue | Tue 07 February 2012
An important aspect of our research is to regularly interview fund managers. We quiz them on all aspects of their fund. We are looking for a robust analytical process, clear and concise views, and the willingness to support these views with a high level of conviction.

Newton Continental European Fund - research alert

By Meera Patel | Mon 06 February 2012
Following a recent review of the European sector, the Newton Continental European Fund came under the spotlight for its below average performance.

Aberdeen Emerging Markets Fund - removal from Wealth 150

By Meera Patel | Fri 03 February 2012
The Aberdeen Emerging Market Fund has been removed from the Wealth 150 list of our favourite funds for new investment.

Manek Growth Fund - research alert

By Meera Patel | Thu 02 February 2012
We have previously suggested that investors in the Manek Growth Fund consider switching to a superior alternative funds which we felt had superior prospects.

Lazard European Alpha Fund - research alert

By Meera Patel | Wed 01 February 2012
The Lazard European Alpha Fund recently came under the spotlight for its inconsistent performance following a review of the European sector.

Jupiter Fund of Investment Trusts and Jupiter Monthly Income - change of manager

By Meera Patel | Tue 31 January 2012
Patrick Harrington, the manager of the Jupiter Undervalued Assets Fund has left the firm with immediate effect to pursue other opportunities.

Jupiter Undervalued Assets Fund - manager change

By Meera Patel | Mon 30 January 2012
Patrick Harrington, the manager of the Jupiter Undervalued Assets Fund has left the firm with immediate effect to pursue other opportunities.

JPM UK Equity Fund - research alert

By Meera Patel | Mon 30 January 2012
Following a recent review of the UK All Companies sector, the JPM UK Equity Fund came under the spotlight for its consistently poor performance in recent years.

GLG Technology Equity Fund - research update

By Rob Morgan | Fri 27 January 2012
The pace of change in technology is breath-taking. For example, the cost of computing power continues to fall rapidly over time. According to Phil Pearson and Anthony Burton, managers of the GLG Technology Equity Fund, the current memory technology in an Apple iPod would have cost up to half a million dollars just 15 years ago!

Invesco Perpetual Monthly Income Plus Fund - research update

By Richard Troue | Thu 26 January 2012
Hearing the different views of fund managers is one of the most interesting aspects of my role. Presently, few areas divide opinion as much as banks.

Matrix VCTs - new VCT fundraising announced

By Rob Morgan | Wed 25 January 2012
Matrix has announced a new Venture Capital Trust (VCT) offer to raise up to £21m across three existing VCTs, Matrix Income & Growth, Matrix Income & Growth 4 and The Income & Growth VCT.

Invesco Perpetual Latin American Fund - research update

By Meera Patel | Tue 24 January 2012
According to the Centre for Economics and Business Research, Brazil overtook the UK as the sixth-largest economy in the world in 2011 in terms of gross domestic product (GDP).

Invesco Perpetual Global Financial Capital - fund launch

By Richard Troue | Mon 23 January 2012
Invesco Perpetual will launch its Global Financial Capital fund on 25 January 2012. It will be managed by Paul Read and Paul Causer, Invesco Perpetual's co-heads of fixed income, alongside Nick Mustoe, Invesco Perpetual's Chief Investment Officer.

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