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Fund research

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice.

How to choose a tracker fund

Richard Troue reveals the characteristics we look for in an index tracker and looks at some of our favourites in each sector.

Richard Troue | 25 May 2017

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice.

Fund research

Our expert research team provide regular updates on a wide range of funds.

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How to choose investments for your Lifetime ISA

The Lifetime ISA is a new way to save for later life or a first home, with a 25% bonus from the government. Our experts highlight some investment options for different aims and objectives.

18 May 2017

Don’t have time for the day to day management of your investments?

Many investors don’t have the time, experience or desire to manage their own investments. Our Portfolio+ service could provide a solution.

17 May 2017

Why Neil Woodford sold Glaxo and bought Lloyds

Heather Ferguson examines the reasons behind Neil Woodford’s decision to sell GlaxoSmithKline and looks at how he has reinvested the proceeds

Heather Ferguson | 15 May 2017

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Our expert research team provide regular updates on a wide range of funds.

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Latest investment ideas

Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.

Stewart Investors Asia Pacific Leaders

Asia offers an array of exciting long-term opportunities; this is one of our favourite ways for investors to take advantage.

Read review

CF Woodford Income Focus Fund

Run by renowned investor Neil Woodford, this fund will provide a way to tap into income produced by the stock market.

Read review

HL Multi-Manager Special Situations

Our favourite fund managers from across the globe in a single, convenient investment.

Read review


Fund idea

Smaller companies provide some of the most exciting and dynamic investment opportunities in the market. Find out our latest tips and investment ideas for investing in this exciting but higher-risk area.

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Latest research updates

Mon 19 June 2017

Schroders have appointed Luke Biermann as manager of the Schroder UK Dynamic Smaller Companies Fund with immediate effect.

Wed 21 June 2017

Robin Hepworth has been at the helm since the fund’s launch in November 1994. Under his management the fund has produced excellent returns for investors.

Tue 13 June 2017

The Franklin UK Managers’ Focus Fund harnesses the experience of four talented managers, who each specialise in a different area of the UK market.

Mon 12 June 2017

The past year has been a period of mixed fortunes for UK stock markets and politics have had a far greater impact on stock market performance than is usual.

Mon 12 June 2017

Stephen Harker is a contrarian investor. He seeks companies that have fallen out of favour with investors but are capable of staging a turnaround.

Tue 06 June 2017

Teera Chanpongsang is an experienced investor in managing Asian equities. He has managed portfolios investing across the broader Asian region, including higher-risk emerging markets, since 2011.

Fri 02 June 2017

Sam Morse adopts a conservative approach to investing in European stock markets. Here investors can read our latest review of the fund.

Thu 01 June 2017

Paul Marriage and John Warren have announced they will leave Schroders at the end of the year to set up a new boutique fund management company.

Fri 26 May 2017

Ross Teverson adopts a high-conviction and unconstrained approach to investing in China. We recently met the manager for an update.

Fri 19 May 2017

Ben Whitmore adopts a value-focused, contrarian investment approach. He seeks companies that have fallen out of favour and been neglected by other investors.

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