Hargreaves Lansdown

Fund research

  • M&G American Fund research update
  • M&G American Fund research update

    By Richard Troue | Fri 17 April 2015
    On 28 April 2015 the M&G American Fund will undergo a number of changes. They are being made in an effort to improve the fund's performance which has been lacklustre in recent years.

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

    By Kate Marshall | Thu 16 April 2015
    Aberdeen's Asian equities team, headed by Hugh Young, is encouraged by the amount of government reform taking place across India. Around 12% of the Aberdeen Global Asian Smaller Companies Fund is currently invested there.

  • Schroder Absolute UK Dynamic Fund research update
  • Schroder Absolute UK Dynamic Fund research update

    By Richard Troue | Wed 15 April 2015
    Following a poor period of performance in 2014 the fund shrunk to a smaller size again and recently reopened. However, from 23 April 2015 dealing in the fund will take place weekly, as opposed to daily.

  • Jupiter High Income Fund research update
  • Jupiter High Income Fund research update

    By Heather Ferguson | Tue 14 April 2015
    Over their tenure, the managers have positioned the portfolio towards companies which perform better when the stock market is stronger.

  • Investec Monthly High Income Fund research update
  • Investec Monthly High Income Fund research update

    By Heather Ferguson | Mon 13 April 2015
    Quantitative easing and low interest rates provide a positive environment for European high-yield bonds, according to John Stopford and Kieran Roane, managers of the Investec Monthly High Income Fund.

  • Investec Strategic Bond Fund research update
  • Investec Strategic Bond Fund research update

    By Heather Ferguson | Wed 08 April 2015
    The Investec Strategic Bond Fund has been managed by John Stopford since November 2006 and co-manager Seamus Vasey from December 2013. The fund has underperformed the sector for the majority of the past three years.

  • First State Latin America Fund research update
  • First State Latin America Fund research update

    By Kate Marshall | Thu 09 April 2015
    The team at First State maintain their focus on high-quality franchises with strong management and robust balance sheets, trading on reasonable valuations.

  • Jupiter UK Growth Fund - management change
  • Jupiter UK Growth Fund - management change

    By Kate Marshall | Thu 09 April 2015
    Ian McVeigh will step down as co-manager of the Jupiter UK Growth Fund on 1 May 2015. Steve Davies, the fund’s other co-manager, will assume full responsibility for the fund from this date.

  • Henderson Strategic Bond Fund research update
  • Henderson Strategic Bond Fund research update

    By Kate Marshall | Wed 08 April 2015
    John Pattullo and Jenna Barnard's core strategy is to continue to focus on bonds issued by large companies within mature industries, which are less sensitive to fluctuations in the economic cycle.

  • Newton Global Income Fund research update
  • Newton Global Income Fund research update

    By Heather Ferguson | Wed 01 April 2015
    The Newton Global Higher Income Fund, managed by James Harries, has been renamed the Newton Global Income Fund, effective from 1 April 2015.

  • Newton Higher Income Fund research update
  • Newton Higher Income Fund research update

    By Heather Ferguson | Wed 01 April 2015
    The Newton Higher Income Fund, managed by Christopher Metcalfe, has been renamed the Newton UK Income Fund, effective from 1 April 2015.

  • Jupiter Distribution Fund research update
  • Jupiter Distribution Fund research update

    By Heather Ferguson | Mon 30 March 2015
    Funds within the mixed investment sectors are limited in their equity exposure. These funds can be a useful tool when managing equity exposure. One such offering is the Jupiter Distribution Fund, managed by Rhys Petheram and Alastair Gunn.

  • M&G Global Leaders research update
  • M&G Global Leaders research update

    By Richard Troue | Fri 27 March 2015
    Most businesses go through good and bad times. Aled Smith, manager of the M&G Global Leaders Fund, looks for those which have gone through a challenging period, but have the potential to recover; or those changing for the better.

  • Liontrust UK Smaller Companies Fund research update
  • Liontrust UK Smaller Companies Fund research update

    By Kate Marshall | Fri 27 March 2015
    Anthony Cross and Julian Fosh, managers of the Liontrust UK Smaller Companies Fund, will only buy companies with valuable intellectual property, strong distribution networks or consistent recurring income.

  • JPMorgan UK Dynamic Fund research update
  • JPMorgan UK Dynamic Fund research update

    By Heather Ferguson | Wed 25 March 2015
    John Baker, Jonathan Ingram and Blake Crawford, managers of the JPMorgan UK Dynamic Fund, employ a bottom-up approach.

  • Legg Mason Japan Equity Fund research update
  • Legg Mason Japan Equity Fund research update

    By Richard Troue | Wed 25 March 2015
    Hideo Shiozumi, manager of the Legg Mason Japan Equity Fund, suggests the Japanese economy is undergoing similar changes to China, albeit for different reasons.

  • Franklin UK Opportunities Fund research update
  • Franklin UK Opportunities Fund research update

    By Kate Marshall | Mon 23 March 2015
    Ben Russon, manager of the Franklin UK Opportunities Fund, believes we remain in a 'lower for longer' environment; be that interest rates, economic growth or stock market returns.

  • Henderson Fixed Interest Monthly Income Fund research update
  • Henderson Fixed Interest Monthly Income Fund research update

    By Kate Marshall | Fri 20 March 2015
    Jenna Barnard, John Pattullo and Nicholas Ware, managers of the Henderson Fixed Interest Monthly Income Fund, are cautious of the increased demand for higher-risk, high yield bonds seen in recent years.

  • Jupiter Absolute Return Fund research update
  • Jupiter Absolute Return Fund research update

    By Heather Ferguson | Fri 20 March 2015
    James Clunie, manager of the Jupiter Absolute Return Fund, employs a long/short strategy. This strategy relies on him making the right calls, if he gets it wrong, the fund will fall in value.

  • Jupiter Corporate Bond Fund research update
  • Jupiter Corporate Bond Fund research update

    By Heather Ferguson | Thu 19 March 2015
    Although the UK economy has been growing steadily, Rhys Petheram, manager of the Jupiter Corporate Bond Fund, feels the recovery is fragile and could easily be derailed.

  • JO Hambro UK Equity Income Fund research update
  • JO Hambro UK Equity Income Fund research update

    By Richard Troue | Wed 18 March 2015
    James Lowen and Clive Beagles, managers of the JO Hambro UK Equity Income Fund, exclusively invest in companies with a yield above the FTSE All-Share average.

  • Investec UK Smaller Companies Fund research update
  • Investec UK Smaller Companies Fund research update

    By Heather Ferguson | Wed 18 March 2015
    Ken Hsia took over the role of lead manager in January 2014. He seeks high-quality businesses with strong management teams and a history of generating value for shareholders.

  • BlackRock UK Smaller Companies Fund research update
  • BlackRock UK Smaller Companies Fund research update

    By Kate Marshall | Wed 18 March 2015
    An economic recovery is taking root in the UK, reflected in both improving consumer and business investment, according to Ralph Cox, manager of the BlackRock UK Smaller Companies Fund.

  • Unicorn UK Income Fund research update
  • Unicorn UK Income Fund research update

    By Richard Troue | Tue 17 March 2015
    Fraser Mackersie and Simon Moon took over management of the Unicorn UK Income Fund in June 2014, though they have been involved in its management since 2008. They have maintained the fund's distinctive philosophy since being appointed lead managers.

  • First State Indian Subcontinent Fund research update
  • First State Indian Subcontinent Fund research update

    By Kate Marshall | Mon 16 March 2015
    The First State Indian Subcontinent Fund, managed by Sashi Reddy and David Gait, has performed exceptionally well over the period, despite tending to avoid sectors more sensitive to fluctuations in the economic cycle.

  • Henderson UK Alpha Fund research update
  • Henderson UK Alpha Fund research update

    By Kate Marshall | Fri 13 March 2015
    2015 is underway and the UK economy is in a good place, according to Neil Hermon and James Ross, managers of the Henderson UK Alpha Fund.

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

    By Richard Troue | Thu 12 March 2015
    The M&G Global Basics Fund, managed by Randeep Somel, focuses on companies capable of benefiting from growth in higher-risk emerging markets, regardless of where the company is listed.

  • M&G Global High Yield Bond research update
  • M&G Global High Yield Bond research update

    By Richard Troue | Wed 11 March 2015
    The M&G Global High Yield Bond Fund invests in bonds across the globe with the aim of generating a high income. It also seeks to grow both the income and capital over the long term.

  • Neptune Global Equity Fund research update
  • Neptune Global Equity Fund research update

    By Richard Troue | Tue 10 March 2015
    Robin Geffen, manager of the Neptune Global Equity Fund, argues the level interest rates ultimately rise to is far more important than the exact timing of the first rise.

  • Neptune Income Fund research update
  • Neptune Income Fund research update

    By Richard Troue | Mon 09 March 2015
    Robin Geffen, manager of the Neptune Income Fund, believes the US dollar will remain strong relative to sterling this year.

  • Liontrust Special Situations Fund research update
  • Liontrust Special Situations Fund research update

    By Richard Troue | Wed 04 March 2015
    Julian Fosh and Anthony Cross focus on companies in strong market positions. These companies must possess valuable intellectual property, strong distribution networks or consistent, recurring income.

  • Fidelity South East Asia Fund research update
  • Fidelity South East Asia Fund research update

    By Kate Marshall | Mon 02 March 2015
    Teera Chanpongsang took over management of the Fidelity South East Asia Fund in January 2014. His investment style is similar to that of his predecessor, Allan Liu.

  • 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.

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