Archive | Hargreaves Lansdown

Rathbone Global Opportunities Fund - research update

By Rob Morgan | Fri 20 January 2012
Navigating global markets in the search of growth was not an easy task in 2011. According to James Thomson, manager of the Rathbone Global Opportunities Fund, 2012 is likely to be characterised by similarly choppy conditions, and the way to beat the markets is to stay nimble.

Jupiter UK Smaller Companies Fund - research update

By Meera Patel | Wed 18 January 2012
Richard Curling, manager of the Jupiter UK Smaller Companies Fund, invests in what he believes to be good quality companies, with strong earnings, which generate good cash flow, have strong balance sheets and a history of delivering positive returns to shareholders.

Skandia UK Best Ideas Fund - research alert

By Meera Patel | Fri 13 January 2012
Launched in 2006, the Skandia UK Best Ideas Fund initially showed a promising start. Recently, however, the performance has been mixed and the last six months have been particularly disappointing.

Franklin UK Managers' Focus - research update

By Rob Morgan | Wed 11 January 2012
One of our favourite fund management teams for exposure to the UK are Leeds-based Rensburg. Following the acquisition of the firm by Franklin Templeton, their funds have been rebranded, but they retain the same personnel and process.

Legg Mason UK Equity Fund - research alert

By Meera Patel | Tue 10 January 2012
The Legg Mason UK Equity Fund recently came under the spotlight following a review of the UK All Companies sector.

Old Mutual Corporate Bond Fund - Christine Johnson appointed manager

By Richard Troue | Mon 09 January 2012
Christine Johnson has been appointed manager of the Old Mutual Corporate Bond Fund on a permanent basis. She was appointed interim manager in April 2011 following the departure of Stephen Snowden.

Allianz RCM UK Growth Fund - research alert

By Meera Patel | Fri 06 January 2012
Following a recent review of the UK All Companies sector, the Allianz RCM UK Growth Fund came under the spotlight for its consistently poor performance.

IM HEXAM Global Emerging Markets Fund - research update

By Meera Patel | Thu 05 January 2012
Emerging markets have had a tough time in 2011, consequently the IM HEXAM Global Emerging Markets Fund suffered during the volatility.

Melchior UK Opportunities Fund - research alert

By Rob Morgan | Wed 04 January 2012
The Melchior UK Opportunities Fund is a relatively aggressively managed fund. It is also a concentrated portfolio, which increases risk and means each holding makes a significant contribution to returns.

Alliance Trust Global Thematic Opportunities

By Richard Troue | Thu 29 December 2011
Alliance Trust will launch their Global Thematic Opportunities Fund on 29 December 2011. It will be managed by Illario Di Bon and Juergen Lanzer, who joined Alliance Trust this year from Fidelity and Schroders respectively.

First State Greater China Growth, Indian Subcontinent and Latin America - removals from Wealth 150

By Meera Patel | Wed 28 December 2011
The First State Greater China Growth, Indian Subcontinent and Latin America funds have been removed from the Wealth 150 list of our favourite funds in each sector.

Artemis European Growth Fund - research update

By Rob Morgan | Thu 29 December 2011
It is somewhat of an understatement to say that Europe has been a difficult place to invest recently. Notwithstanding the difficult environment, however, the Artemis European Growth Fund has been particularly disappointing, significantly underperforming its sector in recent years.

Old Mutual Global Strategic Bond - research update

By Richard Troue | Tue 03 January 2012
We are all complicit in the debt problems we now face - governments, banks, producers, retailers and consumers. Now we have to pay it back. These are the views of Stuart Cowley, manager of the Old Mutual Global Strategic Bond Fund.

SLI Global Smaller Companies - fund launch

By Richard Troue | Thu 12 January 2012
All businesses start the same way: with a product or idea, and someone with vision to bring it to life. A product and the people behind it are two of a business’s most valuable assets. Get the right mix and the results can be spectacular.

Jupiter Financial Opportunities Fund - removal from Wealth 150

By Meera Patel | Thu 22 December 2011
The Jupiter Financial Opportunities Fund launched in 1997, since when it has delivered extremely impressive returns. Indeed at one stage it was the top-performing fund of all those available to private investors.

Newton Income Fund - removal from Wealth 150

By Meera Patel | Wed 21 December 2011
Richard Wilmot took over the fund in March 2011 and while we initially had high hopes that he could deliver strong returns, performance has disappointed. Our analysis suggests that his stock selection has generally deteriorated and we no longer hold high conviction in the fund.