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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.

Converting your funds

We offer access to two classes of funds, unbundled and inclusive.

6 December 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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Investment head-to-head: US versus Japan

The US stock market, driven in no small part by the technology sector, has grown at breakneck speed in recent years. Is the hype justified, or should investors look for value elsewhere?

Richard Troue | 28 November 2017

Property or shares - which is best for income?

Dominic Rowles looks at the factors to consider before investing in property and explores whether the stock market could provide a viable alternative.

Dominic Rowles | 9 November 2017

The world’s most unloved stock market? Our latest monthly research round up

Kate Marshall, Investment Analyst, sheds some light on what our investment team were working on in October.

Kate Marshall | 8 November 2017

free fund researchFree fund research

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 Income & Growth

A one-stop shop of our favourite income funds, rolled into one simple investment. Our expert team fuse fund management styles to form a diversified portfolio.

Read review

FP CRUX European Special Situations

European companies are making more money – we trust Richard Pease to choose the best for investors.

Read review

Jupiter India

We think Avinash Vazirani has the skill and experience to make the most of the exciting growth opportunities in the high risk India market.

Read review


Latest research updates

Thu 07 December 2017

Richard Colwell has gone through a tough patch of performance over the past year or so. From time to time this is inevitable for any fund manager.

Thu 30 November 2017

With yields on high-yield bonds at historically-low levels, we speak with David Ennett, the fund’s manager, about where he is finding opportunities.

Mon 27 November 2017

The managers are true long term investors and make few changes to the portfolio over time. We take a look at which companies are currently making the biggest impact on returns.

Thu 23 November 2017

Philip Rodrigs has identified smaller businesses destined to become the market leaders of tomorrow for more than a decade

Tue 21 November 2017

First State Global Listed Infrastructure is our favoured choice for investors who seek exposure to the infrastructure sector.

Fri 24 November 2017

We take a look at the fund’s performance and changes Nick Mustoe, the fund’s manager, has made to the portfolio’s underlying investments in recent months.

Wed 22 November 2017

Luke Biermann has been at the helm of the fund since September 2017, we take a look at how the fund has changed under his management.

Mon 20 November 2017

Dan Nickols believes there are still opportunities to invest in higher-risk smaller companies with exceptional earnings growth potential, despite a weaker outlook for UK economic growth.

Thu 16 November 2017

The manager has used the same strategy to great effect for many years and our analysis suggests he has one of the best records of picking strong-performing stocks in the European sector.

Fri 17 November 2017

Investments in technology and financials are well represented in the portfolio. We take a look at how they have affected recent performance.

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