Hargreaves Lansdown

Fund research

  • Fundsmith Equity research update
  • Fundsmith Equity research update

    By Heather Ferguson | Mon 23 February 2015
    There are managers who adopt a simple, tried and tested approach which can be easily understood. Terry Smith, manager of the Fundsmith Equity Fund, is one such manager.

  • M&G Global Dividend Fund research update
  • M&G Global Dividend Fund research update

    By Heather Ferguson | Fri 20 February 2015
    The manager seeks businesses where the dividend is an integral part of the company's ethos. He prefers businesses capable of dividend growth rather than high-yielding companies with little income growth potential.

  • Rathbone Income Fund research update
  • Rathbone Income Fund research update

    By Richard Troue | Fri 20 February 2015
    Carl Stick, manager of the Rathbone Income fund, thinks 2015 will be a year characterised by uncertainty in markets.

  • FP Argonaut European Alpha Fund research update
  • FP Argonaut European Alpha Fund research update

    By Kate Marshall | Thu 19 February 2015
    The mantra of Barry Norris, manager of the FP Argonaut European Alpha Fund, has been: invest in European companies rather than the European economy.

  • Artemis Global Growth Fund research update
  • Artemis Global Growth Fund research update

    By Kate Marshall | Wed 18 February 2015
    The Artemis Global Growth Fund is managed using SMART-GARP - an in-house quantitative system which tends to focus on companies which have fallen out-of-favour and deemed to be undervalued.

  • Neptune US Opportunities Fund research update
  • Neptune US Opportunities Fund research update

    By Richard Troue | Tue 17 February 2015
    Felix Wintle, manager of the Neptune US Opportunities Fund, is optimistic for the year ahead. The economy has proved resilient and in his view US companies are well-positioned to continue growing earnings.

  • Henderson Global Technology Fund research update
  • Henderson Global Technology Fund research update

    By Richard Troue | Fri 13 February 2015
    Technology is having an ever-increasing impact on everyday life and there is virtually no area of the economy which isn't being infiltrated to some degree by technological progress.

  • FP Argonaut European Income Fund research update
  • FP Argonaut European Income Fund research update

    By Kate Marshall | Fri 13 February 2015
    Oliver Russ, manager of the FP Argonaut European Income Fund, anticipates a gradual recovery in the euro zone in 2015, provided no further unexpected events derail its progress.

  • JM Finn Global Opportunities Fund research update
  • JM Finn Global Opportunities Fund research update

    By Kate Marshall | Mon 09 February 2015
    Anthony Eaton, manager of the JM Finn Global Opportunities Fund, has an investment process which involves identifying trends set to shape future global economic growth.

  • Artemis UK Special Situations Fund research update
  • Artemis UK Special Situations Fund research update

    By Kate Marshall | Tue 03 February 2015
    At present, the managers do not feel there is a huge amount of value to be uncovered in the UK stock market - valuations are starting to look full and earnings growth is moderating.

  • Invesco Perpetual Asian Fund research update
  • Invesco Perpetual Asian Fund research update

    By Kate Marshall | Fri 30 January 2015
    China, a country which has historically been a major commodities importer, continues to transition towards a more sustainable economic growth environment with a focus on domestic consumption.

  • Newton Multi-Asset Income - new fund launch
  • Newton Multi-Asset Income - new fund launch

    By Kate Marshall | Wed 28 January 2015
    The Newton Multi-Asset Income Fund is due to launch on 4 February 2015. It will aim to provide a sustainable, monthly income, while also seeking to gently grow capital over the long term.

  • Schroder UK Alpha Plus Fund research update
  • Schroder UK Alpha Plus Fund research update

    By Kate Marshall | Mon 26 January 2015
    It has been over a year since Philip Matthews assumed responsibility for the Schroder UK Alpha Plus Fund. We recently met him to understand the changes he has made since taking over the portfolio in October 2013.

  • Old Mutual UK Alpha Fund research update
  • Old Mutual UK Alpha Fund research update

    By Kate Marshall | Thu 22 January 2015
    As a natural contrarian, Richard Buxton tends to favour unloved areas of the market and the manager describes the financials sector as a great area that investors shy away from.

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

    By Heather Ferguson | Thu 15 January 2015
    Jan Luthman and Stephen Bailey, managers of the Liontrust Macro Equity Income Fund, seek to identify economic themes which have gone unnoticed by other investors.

  • Henderson Multi Manager Funds
  • Henderson Multi Manager Funds

    By Heather Ferguson | Wed 14 January 2015
    Multi-Manager funds offer investors a convenient way to achieve diversification across a number of funds, with a professional fund manager dictating which markets and funds to invest in.

  • Smith & Williamson Global Gold & Resources
  • Smith & Williamson Global Gold & Resources

    By Heather Ferguson | Wed 07 January 2015
    Many resources funds have suffered over the past few years and the Smith & Williamson Global Gold and Resources Fund, managed by Ani Markova, is no exception.

  • Neptune India Fund research update
  • Neptune India Fund research update

    By Heather Ferguson | Fri 02 January 2015
    Managed by Kunal Desai since December 2012, the Neptune India Fund has been one of the best performing Indian funds this year.

  • Royal London Corporate Bond Fund research update
  • Royal London Corporate Bond Fund research update

    By Heather Ferguson | Tue 23 December 2014
    The Royal London team conduct their own analysis to uncover bonds which they view as high quality, offering attractive yields, but which they believe are not necessarily higher risk.

  • Schroder Global Multi-Asset Income - new fund launch
  • Schroder Global Multi-Asset Income - new fund launch

    By Kate Marshall | Thu 18 December 2014
    The Schroder Global Multi-Asset Income Fund will launch on 19 December 2014. The fund will aim to pay a regular and sustainable income of 5% and achieve a total return of 7% each year.

  • TM Sanditon UK Select - new fund launch
  • TM Sanditon UK Select - new fund launch

    By Kate Marshall | Tue 16 December 2014
    The TM Sanditon UK Select Fund will launch on 17 December 2014. The fund will aim to produce a positive real return in order to grow the real value of investors' capital.

  • CF Woodford Equity Income Fund research update
  • CF Woodford Equity Income Fund research update

    By Research Team | Mon 08 December 2014
    Neil Woodford has been investing in out-of-favour companies, with robust earnings and strong cash flow, for over 25 years. He has maintained this approach since launching the CF Woodford Equity Income Fund.

  • Artemis Global Energy Fund research update
  • Artemis Global Energy Fund research update

    By Research Team | Thu 04 December 2014
    Many commodities have struggled for the past few years. It is therefore unsurprising that the Artemis Global Energy Fund, which primarily invests in the oil and gas sector, has had a difficult time.

  • Schroder UK Alpha Income Fund research update
  • Schroder UK Alpha Income Fund research update

    By Kate Marshall | Thu 27 November 2014
    The performance of different stocks or sectors can vary depending at which point we are in the business cycle. It is this philosophy on which Matt Hudson, manager of the Schroder UK Alpha Income Fund, bases his investment approach.

View Fund research archive