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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.

Neil Woodford could launch high income fund

Register your interest in this potential new launch from the Woodford stable.

11 January 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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Will emerging markets continue to thrive in 2017?

Emerging markets emerged as one of the strongest performers in 2016. Richard Troue looks at the prospects for 2017 and beyond.

Richard Troue | 6 January 2017

2017 - five leading fund managers share their outlook

Some of our favourite fund managers tell us what they think lies in store for investors in the coming year.

Kate Marshall | 6 January 2017

How have Wealth 150 funds performed in 2016?

We take a look at the performance of funds on the Wealth 150, our research team's high-conviction list of their favourite funds across the major sectors.

Heather Ferguson | 30 December 2016

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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.

FP CRUX European Special Situations

Richard Pease looks past economic concerns to find companies that can prosper through good times and bad.

Read review

Jupiter India

Kate Marshall explains why she feels India is the most promising of the emerging markets.

Read review

HL Select UK Shares

A new type of Hargreaves Lansdown fund. An expertly managed portfolio of shares, with a new level of investor information and insight.

Read review


Fund idea

Our experts explain how investors could benefit from investing in medium-sized companies. They are often small and nimble enough to offer exciting growth potential, but mature enough to limit some of the volatility associated with investing in the smallest end of the market.

Read more »

Latest research updates

Wed 18 January 2017

After four years of negative returns, the commodities and mining sectors enjoyed a reversal in their fortunes through 2016, finishing the year as the strongest performing area of the global stock market.

Mon 16 January 2017

Andrew Rose, manager of the Schroder Tokyo Fund, seeks companies he believes will benefit from Japan’s improving, longer-term economic strengths.

Mon 16 January 2017

Following a difficult 2015, Asian and emerging stock markets staged a recovery last year.

Wed 11 January 2017

2016 was a challenging year for the fund, Barry Norris continues to seek companies he believes will deliver earnings improvement.

Tue 10 January 2017

Jamie Hooper will assume overall management of the fund when current co-manager Richard Peirson retires in March 2017.

Thu 05 January 2017

Japan is undergoing considerable change. Shinzo Abe’s election as Prime Minister in 2012 saw the introduction of significant reform to boost economic growth. This has resulted in a rise in value for the fund.

Thu 05 January 2017

The Japanese stock market was one of the first to feel the effect of Donald Trump’s victory in the US presidential race.

Wed 04 January 2017

The Threadneedle UK Equity Income and Threadneedle UK Equity Alpha Income funds aim to generate an attractive income for investors along with some capital growth.

Tue 03 January 2017

We are pleased to see a recent improvement in the Old Mutual UK Alpha Fund’s performance following a short-term spell of underperformance.

Thu 22 December 2016

Since launch in June 2014, the Woodford Equity Income Fund has returned 25.4% compared with 10.6% for the average fund in the UK Equity Income sector and 10% for the FTSE All Share Index. The majority of this outperformance was achieved in the fund’s first 18 months.

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