Fund research

Our experts produce research on a range of individual funds available on our platform. Read our latest updates below.

July 2017

Old Mutual Global Equity - a team-based approach

Fund Research team

M&G Global Macro Bond - a fully flexible, global bond portfolio

Jupiter Ecology - seeking companies that solve environmental problems

Rathbone Income - looking beyond short-term headwinds

June 2017

Invesco Perpetual Corporate Bond - opportunities among financial bonds

Fund Research team

BlackRock tracker funds - rebranding to iShares

Invesco Perpetual Tactical Bond - waiting for better opportunities

Fund Research team

Franklin UK Managers’ Focus - diversified exposure to companies of all sizes

HL Multi-Manager Income & Growth - a look over the past year

Fund Research team

May 2017

Jupiter China - an unconstrained approach to investing in China

Jupiter Income - addition to the Wealth 150+

Woodford Income Focus fund - portfolio announced

Fund Research team

Old Mutual UK Dynamic Equity - removed from the Wealth 150

Templeton Global Bond - still positive on emerging markets

Fund Research team

AXA WF Framlington UK - an unconstrained, thematic approach

Morgan Stanley Sterling Corporate Bond - one eye on rising interest rates

Fund Research team

Woodford’s change of heart

Fund Research team

Allianz Emerging Markets Equity increases diversification

Stewart Investors Global Emerging Markets Leaders - maintains bias to India

April 2017

JO Hambro UK Equity Income - A tried and tested contrarian approach

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