Skip to main content
  • Register
  • Help
  • Contact us

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.

Focus on strength in uncertain times

Steve Clayton explains his investment philosophy, focussing on great businesses.

Steve Clayton | 22 February 2018

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.

Register for email updates


Riding the technology wave - our monthly research round-up

Kate Marshall, Investment Analyst, explains what our investment team got up to in January.

Kate Marshall | 15 February 2018

January’s most popular pension funds

We share the ten most popular funds with our pension clients last month.

Kate Marshall | 15 February 2018

Schroder Small Cap Discovery - a global complement

We look at a fund that offers something different from the global giants.

Kate Marshall | 2 February 2018

free fund researchFree fund research

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

Register now


Show all reviews


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.

HL Multi-Manager Special Situations

Our favourite funds from around the world in a single investment, looked after by our expert team. We monitor the funds and make any changes on your behalf.

Read review

Lindsell Train Global Equity

Invests in a small selection of global businesses with wonderful brands and unique market positions. The concentrated portfolio can increase risk.

Read review

First State Asia Focus

Wealth and consumption in Asia are rising quickly. Run with a tried-and-tested approach, this fund invests in companies that could benefit in this higher-risk region.

Read review


Latest research updates

Thu 22 February 2018

The Janus Henderson Cautious Managed Fund has been removed from the Wealth 150+.

Fri 16 February 2018

The AXA Framlington Biotech Fund aims to make the most of the opportunities on offer in one of the most interesting and exciting areas of the stock market. We review the fund’s performance and share our view on its prospects.

Tue 13 February 2018

JPMorgan Emerging Markets is one of our favoured options for broad exposure to the emerging markets. We recently met co-manager Leon Eidelman to discuss what impacted performance over the past year and his outlook for investing in the region.

Tue 13 February 2018

Find out the success stories of 2017 and which companies the managers are most positive on for the years ahead.

Sat 10 February 2018

In our latest research update we examine what has driven performance and explain why we think it’s worth going global for income.

Sat 10 February 2018

The River & Mercantile UK Dynamic Equity Fund has been removed from the Wealth 150+ following the departure of Philip Rodrigs, the fund’s manager, from the business.

Sat 10 February 2018

Don Jordison will step down as co-manager of the Threadneedle UK Property Trust on 1 May 2018. Find out more about this change in our latest update.

Fri 26 January 2018

Investor sentiment towards Europe improved throughout 2017 as the euro zone’s economic recovery gathered pace. In our latest update we take a look at how the fund performed last year and the outlook.

Wed 24 January 2018

The Asian equities team at Stewart Investors seek quality companies they believe have long-term sustainable growth prospects. In our latest update we take a look at how this process fared last year, as well as over the longer term.

Wed 17 January 2018

Richard Watts is more positive on the prospects for the UK economy than many other investors. We look at how he has positioned the fund to benefit.

Loading Loading more...