Menu Menu Menu
Login Login Log in Search Search Search

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.

My process: Neil Woodford and two other star fund managers on what sets them apart

Kate Marshall speaks to three of our favourite fund managers to find out the secrets of their success.

Kate Marshall | 23 March 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.

Register for email updates


The easiest ISA decision this tax year

Henry Irving highlights a simple way investors can take advantage of this year’s generous ISA allowance.

Henry Irving | 22 March 2017

Neil Woodford in numbers

Ahead of the launch of the CF Woodford Income Focus Fund, Richard Troue takes a look back at Neil Woodford’s career so far, and the numbers that lie behind the reputation.

Richard Troue | 17 March 2017

Three steps to identify a star fund manager

Head of Investment Analysis Richard Troue explains how our research can help investors sort the wheat from the chaff when it comes to fund managers.

Richard Troue | 16 March 2017

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.

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

We've put in hundreds of hours of research and meetings to find a small group of fund managers we believe could make an excellent choice for this year’s ISA or pension contributions.

Read more »

Latest research updates

Tue 21 March 2017

In a world with low growth and low interest rates we still believe corporate bonds can play a part in a diversified portfolio. We recently asked two experienced bond fund managers for their views, and for an update on how the Fidelity MoneyBuilder Income Fund is invested.

Mon 20 March 2017

Chris Reid and Yuri Khodjamirian, managers of the Majedie UK Income Fund, differ from the majority of their peers in that they favour higher-risk small and medium-sized companies over large blue-chip stocks.

Tue 14 March 2017

The Schroder Small Cap Discovery Fund aims to capitalise on the increasing number of smaller company opportunities exposed to higher-growth regions of the world.

Tue 14 March 2017

In a world littered with political and economic uncertainty, Artemis Strategic Assets offers much needed diversification.

Mon 06 March 2017

Alastair Mundy, manager of the Investec Cautious Managed Fund, is a natural contrarian. He seeks areas of the market he believes are unloved and undervalued

Tue 28 February 2017

The Fundsmith Equity Fund, managed by Terry Smith, does not currently feature on the Wealth 150 list of our favourite funds across the major sectors.

Fri 17 February 2017

Martin Lau and the Asian equities team at First State are renowned for their conservative investment approach and focus on quality companies.

Fri 17 February 2017

We hold James Thomson in high regard and the fund retains its place on our Wealth 150

Tue 14 February 2017

The Jupiter European Fund has been through a weaker spell of performance over the past year.

Tue 07 February 2017

Chris Burvill’s Henderson Cautious Managed Fund focuses on three key asset classes: shares, bonds and cash.

Loading Loading more...