By Kate Marshall | Wed 04 December 2013
Old Mutual’s small and medium-sized companies research team are renowned for their high quality research and stock picking ability. The line-up includes Luke Kerr, a talented stock picker and manager of the Old Mutual UK Dynamic Equity Fund.
By Charlie Huggins | Wed 04 December 2013
Small and medium-sized companies will out-perform their larger counterparts over the long-term. This is the view of Richard Plackett and Roland Arnold, managers of the BlackRock UK Special Situations Fund.
By Meera Hearnden | Tue 03 December 2013
Sonja Laud, manager of the Schroder Global Equity Income Fund, is leaving the firm before the end of the year. The fund will be taken over by Ian Kelly, who will be supported by Jamie Lowry.
By Kate Marshall | Mon 02 December 2013
Many commentators have attempted to call the end of the bond market rally in recent years. Returns from bonds have been more subdued this year, but over the past five years, performance from the asset class has been strong.
By Meera Hearnden | Fri 29 November 2013
The Threadneedle UK Equity Income Fund has been added to the Wealth 150 list of our favourite funds across the major sectors.
By Meera Hearnden | Thu 28 November 2013
PSigma Asset Management has announced some changes to the management team of its Income Fund. Investment manager Neil Cumming and analyst David Hallam, who work alongside the lead manager Bill Mott, will be leaving the firm.
By Meera Hearnden | Wed 27 November 2013
Robin Geffen, founder of Neptune, has built his reputation managing the Neptune Balanced Fund. It is the longest running Neptune fund with close to a 15-year track record.
By Charlie Huggins | Tue 26 November 2013
The key to successful equity income investing is not just to find companies capable of paying an attractive income today, but to find those that can grow their dividends over time.
By Kate Marshall | Mon 25 November 2013
In January 2013, Ben Whitmore took over management of the Jupiter Income Fund from Tony Nutt. After almost a year at the helm, we recently met him for an update.
By Meera Hearnden | Fri 22 November 2013
The Neptune Global Equity Fund invests across developed and developing markets, with the aim of benefiting from expansion in the faster growing regions of the world.
By Charlie Huggins | Thu 21 November 2013
The fund seeks to invest in companies that are leaders in their field. These companies tend to benefit from dominant market positions, growing market share, pricing power and the ability to increase profit margins at the expense of competitors.
By Mark Dampier | Wed 20 November 2013
William Littlewood’s economic views are not complicated. He believes either inflation or default will be the natural consequence of policies being pursued by indebted Western governments.
By Kate Marshall | Tue 19 November 2013
The M&G Global Basics Fund has been removed from the Wealth 150 list of our favourite funds for new investment.
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