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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.

Small but mighty? Investing in smaller companies

We look at two funds investing in this higher-risk area.

Kate Marshall | 25 May 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.

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Our monthly research roundup - why it pays to focus on stock pickers

Kate Marshall, Investment Analyst, looks at what our investment team got up to in April.

Kate Marshall | 14 May 2018

Investing in the UK - why we like the unpopular

We look at the benefits of investing in unloved markets.

Kate Marshall | 27 April 2018

6 income funds for an ISA portfolio

Spreading sources of income can often smooth returns. We look at six different funds that can be used as part of a wider income portfolio.

Kate Marshall | 13 April 2018

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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.

HL Multi-Manager Asia & Emerging Markets

Our favourite funds investing in higher-risk Asia and emerging markets in a single investment, looked after by our expert team. We monitor the funds and make any changes on your behalf.

Read review

Jupiter India

A focused approach to investing in one of the world’s fastest growing economies. It’s our favoured choice for investing in this higher-risk area.

Read review

iShares Emerging Markets Equity

A simple, low-cost option to invest broadly across the higher-risk developing world. The fund invests in almost 1,000 companies in emerging markets.

Read review


Latest research updates

Thu 24 May 2018

The Jupiter Absolute Return fund has the ability to benefit from rising and falling share prices. In our most recent update, we look at how the fund has performed and where the manager is currently finding value.

Wed 23 May 2018

We like funds run by experienced investors, using a process that has been in a place for a long time. Baillie Gifford Managed fits the bill and here we look at its recent performance.

Fri 18 May 2018

Wesley McCoy and his team think there is too much negativity towards the UK stock market. We look at how the fund is positioned to benefit.

Thu 17 May 2018

Chris St John identifies themes and invests in companies he thinks will do well as the theme develops. We look at where the manager is finding opportunities, and share our view on the fund’s prospects.

Wed 16 May 2018

The Majedie UK Income Fund has been removed from the Wealth 150.

Mon 14 May 2018

Schroders have made some changes to their European Opportunities Fund. In this update we consider what this means for the fund and investors.

Mon 30 April 2018

The performance of emerging stock markets has been driven by a small number of technology companies over the past year. We look at how this has affected the fund.

Fri 27 April 2018

The team behind this fund believe now is the time for investors to be cautious. We look at how this has impacted the fund and its performance, and what investors can expect going forwards.

Fri 27 April 2018

In this update, we review the fund’s performance and outline why we continue to think it is an excellent option for broad exposure to global stock markets.

Mon 23 April 2018

After many years of low and falling interest rates they are now expected to rise again. What does this mean for bond markets and bond funds?

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