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Fund in focus

Our research team frequently highlight funds they feel offer a promising investment opportunity for our clients. Below are the funds we have featured recently.

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N.B. Investments go down as well as up so there is always a danger you could make a loss. Nothing here is personalised advice, if unsure you should seek advice.

Read this week's Fund in focus

HL Multi-Manager Income & Growth

Fund in focus: 28 October 2016

We look at one of the most powerful ways to grow long-term wealth and suggest two ways investors could take advantage. Read this week's research on HL Multi-Manager Income & Growth »


Previous Funds in focus

Research Team

HL Multi-Manager Asia & Emerging Markets

Our analysis shows Asian markets are currently close to the cheapest they have ever been. We suggest how investors could take advantage. Read more about HL Multi-Manager Asia & Emerging Markets »

Heather Ferguson

Standard Life Global Smaller Companies - Fund in focus

Winning formulas are hard to come by in the investment world. When one comes along, it is time to sit up and take note. Read more about Standard Life Global Smaller Companies - Fund in focus »

Heather Ferguson

Rathbone Income

Reasons not to invest can almost always be found. However, while political or economic events often seem important at the time, the reality is few will dramatically impact a portfolio over the long term. Read more about Rathbone Income »

Mark Dampier

Rathbone Global Opportunities

When investing in global equities the options are vast. With a hunting ground spanning almost every country and sector, it is often assumed a fund manager requires a huge team of analysts behind them to run an international fund... Read more about Rathbone Global Opportunities »

Heather Ferguson

Newton Real Return - Fund in focus

Iain Stewart, manager of the Newton Real Return Fund, feels central bank intervention has led to a distortion in global stock markets; as investors have looked to the stock market to provide an income no longer available from bonds and cash, companies and bonds have been driven to artificially high prices. Read more about Newton Real Return - Fund in focus »

Kate Marshall

M&G Recovery - where next?

Tom Dobell has been at the helm of the M&G Recovery Fund since March 2000. The manager delivered strong returns over his first 12 years, however, the fund has not performed well since. Read more about M&G Recovery - where next? »

Kate Marshall

Franklin UK Mid Cap

The Franklin UK Mid Cap Fund is one of our favourites for exposure to this area of the market. Paul Spencer has been at the fund's helm for a decade and over this time its performance has been exceptional. Read more about Franklin UK Mid Cap »

Heather Ferguson

Troy Trojan

Troy's Sebastian Lyon, who manages their flagship Trojan Fund and their Personal Assets Trust is preoccupied with whether a third market fall was coming. While he can't be certain, he feels it is the most likely scenario. Read more about Troy Trojan »

Heather Ferguson

Artemis Strategic Assets

Investors who prefer to leave asset allocation decisions to an expert have a range of mixed-assets funds to choose from. Artemis Strategic Assets is one such fund. William Littlewood, the fund's manager, has the ability to invest in virtually any asset class, which includes currencies and commodities. Read more about Artemis Strategic Assets »

Mark Dampier

J O Hambro UK Equity Income

The J O Hambro UK Equity Income Fund, run by Clive Beagles and James Lowen, is positioned quite differently to the majority of its peers, given it has greater exposure to the mining, oil, and financials sectors. Read more about J O Hambro UK Equity Income »

Heather Ferguson

Baillie Gifford Managed

The Baillie Gifford Managed Fund offers diversified exposure to equities and bonds globally. We have recently promoted the fund from the Wealth 150 to the Wealth 150+. Read more about Baillie Gifford Managed »

Heather Ferguson

Rathbone Income Fund

According to Carl Stick, manager of the Rathbone Income Fund, the key to investing successfully through these conditions is to construct a portfolio with a core of diversified, quality companies. Read more about Rathbone Income Fund »

Heather Ferguson

Threadneedle UK Equity Income Fund

The Threadneedle UK Equity Income Fund, managed by Leigh Harrison and Richard Colwell, has a core consisting of solid, high-yielding, larger companies, with an ability to pay consistent dividends. Read more about Threadneedle UK Equity Income Fund »

Mark Dampier

AXA Framlington UK Select Opportunities

In turbulent markets experience counts, and there are few more experienced UK managers than Nigel Thomas - one of the few managers who has featured on the Wealth 150 since its inception in 2003. Read more about AXA Framlington UK Select Opportunities »

Mark Dampier

Fidelity Special Situations Fund

Fidelity's Special Situations Fund has a long history. At the start of 2014, Alex Wright assumed the role of lead manager. His process is remarkably straightforward. Read more about Fidelity Special Situations Fund »

Heather Ferguson

Man GLG Japan CoreAlpha Fund

Stephen Harker and his Man GLG Japan team, focus on purchasing individual companies in unfashionable and unloved sectors, progressively selling out as they become more popular and share prices rise. Read more about Man GLG Japan CoreAlpha Fund »

Heather Ferguson

Liontrust Special Situations Fund

When Julian Fosh and Anthony Cross, managers of the Liontrust Special Situations Fund, invest in a company, they aim to hold on to it for many years so must be confident the company is strong and able to weather most storms. Read more about Liontrust Special Situations Fund »

Heather Ferguson

Jupiter Strategic Bond

In an uncertain world, we prefer the flexibility offered by strategic bond funds for exposure to fixed interest markets and we view Ariel Bezalel as one of the finest strategic bond fund managers. Read more about Jupiter Strategic Bond »

Heather Ferguson

Lindsell Train UK Equity

Nick Train, manager of the CF Lindsell Train UK Equity Fund expects investors to look back in 10 years' time and view the current period as one of the most rewarding eras for UK equities since the London Stock Exchange was established in 1801. Read more about Lindsell Train UK Equity »

Mark Dampier

Newton Global Income

The Newton Global Income Fund is ten years old at the end of November. Heather Ferguson, Investment Analyst, looks at it's performance and prospects. Read more about Newton Global Income »

Heather Ferguson

Odey Opus

It takes a brave investor to buy into areas of the market that are deeply unfashionable. Crispin Odey, manager of the Odey Opus Fund, is prepared to take a different view to the rest of the market. Read more about Odey Opus »

Heather Ferguson

Marlborough Special Situations Fund

Is organic really best? In terms of the food we eat, the answer is arguably yes. But does the same apply in terms of company growth? Read more about Marlborough Special Situations Fund »

Heather Ferguson

Old Mutual UK Mid Cap Fund

The current global outlook is one of slow growth and low interest rates according to Richard Watts, manager of the Old Mutual UK Mid Cap Fund. Read more about Old Mutual UK Mid Cap Fund »

Heather Ferguson

Invesco Perpetual Japan Fund

Paul Chesson, manager of the Invesco Perpetual Japan Fund is concerned about the prospects for Japanese export companies. Over the past six to nine months, he has tilted the portfolio towards domestic firms, which he feels should be less affected by a weakening global economy. Read more about Invesco Perpetual Japan Fund »

Heather Ferguson

First State Global Listed Infrastructure Fund

Andrew Greenup and Peter Meany, managers of the First State Global Listed Infrastructure Fund, invest in a wide range of global listed infrastructure companies. Read more about First State Global Listed Infrastructure Fund »

Heather Ferguson

M&G Optimal Income

Heather Ferguson looks at a flexible fund run by one of the UK's most respected bond fund managers. Read more about M&G Optimal Income »

Kate Marshall

First State Asia Pacific Leaders Fund

The First State Asia Pacific Leaders Fund management team, headed by veteran investor Angus Tulloch, take a conservative approach to selecting companies in what is a high-risk area of the investment world. Read more about First State Asia Pacific Leaders Fund »

Heather Ferguson

Lindsell Train Global Equity Fund

In the view of Nick Train and Michael Lindsell, managers of the Lindsell Train Global Equity Fund, there are many good companies in the world, but very few great ones. Read more about Lindsell Train Global Equity Fund »

Heather Ferguson

Standard Life UK Smaller Companies Fund

This week Heather Ferguson, Investment Analyst, looks at the Standard Life UK Smaller Companies Fund, managed by Harry Nimmo. Read more about Standard Life UK Smaller Companies Fund »

Heather Ferguson

Marlborough Nano-Cap Growth

The Marlborough Nano-Cap Growth Fund was launched in October 2013 to invest in some of the UK’s smallest and most exciting companies. Read more about Marlborough Nano-Cap Growth »

Heather Ferguson

Schroder UK Dynamic Smaller Companies Fund - new addition to the Wealth 150+

Heather Ferguson explains why we like the Schroder UK Dynamic Smaller Companies Fund enough to add to our Wealth 150+. Read more about Schroder UK Dynamic Smaller Companies Fund - new addition to the Wealth 150+ »

Heather Ferguson

Majedie UK Income

The Majedie UK Income Fund, managed by Chris Reid and Yuri Khodjamirian, invests in companies of all sizes, differentiating the fund from many of its peers. Read more about Majedie UK Income »

Heather Ferguson

Marlborough UK Micro Cap Growth Fund - Picks and Shovels

Each week we highlight one of the funds from our Wealth 150 as our Fund in Focus. The Wealth 150 represents what we believe to be the best funds across the major sectors. This week Heather Ferguson, Investment Analyst, looks at the Marlborough UK Micro Cap Growth Fund. Read more about Marlborough UK Micro Cap Growth Fund - Picks and Shovels »

Heather Ferguson

Schroder Managed Balanced

Fund manager Johanna Kyrklund runs a balanced portfolio, investing across a mix of asset classes, with an experienced team at the helm. Read more about Schroder Managed Balanced »

Kate Marshall

JPMorgan Emerging Markets

The potential for developing economies to catch up with the wealth of the Western world has sparked investors' interest in emerging markets over the years. Read more about JPMorgan Emerging Markets »

Heather Ferguson

Old Mutual UK Smaller Companies

Each week we highlight one of the funds from our Wealth 150 as our Fund in Focus. The Wealth 150 represents what we believe to be the best funds across the major sectors. This week Heather Ferguson, Investment Analyst, looks at the Old Mutual UK Smaller Companies Fund. Read more about Old Mutual UK Smaller Companies »

Kate Marshall

GLG Japan CoreAlpha

Japan's stock market has enjoyed a strong run since Shinzo Abe became Prime Minister in 2012, but what could the future hold? Read more about GLG Japan CoreAlpha »

Heather Ferguson

BlackRock Gold & General

Heather Ferguson looks at the prospects for investors in gold and gold mining companies following a tough time. Read more about BlackRock Gold & General »

Kate Marshall

Fidelity MoneyBuilder Income

In a low interest rate environment, the appeal of corporate bonds funds has been strong. We believe Ian Spreadbury, manager of the Fidelity MoneyBuilder Income Fund, is one of the most experienced managers investing in this area. Read more about Fidelity MoneyBuilder Income »

Kate Marshall

Henderson Cautious Managed Fund

Kate Marshall explains why this multi-asset fund could make a great core holding. Read more about Henderson Cautious Managed Fund »

Richard Troue

Schroder Tokyo

Japan's stock market has enjoyed a strong recovery recently, but there are several reasons to believe there could still be further to go. Read more about Schroder Tokyo »

Kate Marshall

Kames Ethical Equity Fund

Analyst Kate Marshall looks at one of the UK's longest-standing ethical investors. Read more about Kames Ethical Equity Fund »

Kate Marshall

JO Hambro Japan

Japan is home to many world class businesses, but we believe finding those trading on attractive valuations takes the skill of talented stock pickers such as Ruth Nash and Scott McGlashan of JO Hambro. Read more about JO Hambro Japan »

Kate Marshall

Schroder Managed Balanced

Multi-asset funds are a popular choice for a core of a portfolio, and offer exposure to shares, bonds commodities and currencies. In our view this fund is one of the best available. Read more about Schroder Managed Balanced »

Kate Marshall

Jupiter India

India's stock market has enjoyed a strong run over the last twelve months, but has lost some ground more recently. In our view the long term outlook remains bright, and the Jupiter India Fund could offer a good way to gain exposure to this higher risk region. Read more about Jupiter India »

Mark Dampier

Newton Emerging Income

Investors seeking income have a growing number of opportunities beyond the UK, and this fund offers a way to invest for income in some of the world's most dynamic economies. Read more about Newton Emerging Income »

Kate Marshall

Artemis Income

Equity income funds are a popular choice for those seeking income, and we believe the Artemis Income Fund is one of the finest in the sector. Read more about Artemis Income »

Kate Marshall

Fidelity Special Situations

This fund has one of the longest track records of any fund in the UK, and has maintained a disciplined investment approach throughout. Read more about Fidelity Special Situations »

Kate Marshall

Aberdeen Asia Pacific Equity

Kate Marshall looks at Aberdeen's successful strategy for investing in higher risk emerging markets. Read more about Aberdeen Asia Pacific Equity »

Kate Marshall

Newton Real Return

This fund takes a prudent investment approach, with the aim of providing a more consistent return than a fund investing purely in shares. We believe this could make it a great core holding. Read more about Newton Real Return »

Kate Marshall

Baring Europe Select

Smaller companies can offer the opportunity for significant growth. Europe is home to many high-quality smaller companies, and the Baring Europe Select Fund aims to invest in a selection of the best. Read more about Baring Europe Select »

Kate Marshall

Troy Trojan

In our view, the Trojan Fund could be an excellent choice for a fund that offers some downside shelter in difficult markets. Read more about Troy Trojan »

Kate Marshall

AXA Framlington Managed Balanced

Richard Peirson has demonstrated an ability to effectively navigate a variety of market conditions. Kate Marshall examines the reasons behind his success to date. Read more about AXA Framlington Managed Balanced »

Kate Marshall

Aberdeen Latin American Equity

Kate Marshall explains why shorter-term struggles have overshadowed Latin America's persuasive longer-term investment case. Read more about Aberdeen Latin American Equity »

Kate Marshall

Jupiter European

Europe's stock markets are home to many great companies, which are largely unaffected by the region's economic woes. This fund could be worth a closer look for investors willing to look beyond the negative headlines. Read more about Jupiter European »

Kate Marshall

Invesco Perpetual Tactical Bond

Corporate bonds remain a popular choice with investors seeking income, but after a strong run there undoubtedly risks in these markets. We recently caught up with Paul Causer of Invesco Perpetual's fixed interest team, to find out his current views. Read more about Invesco Perpetual Tactical Bond »

Kate Marshall

Troy Trojan Income

Troy Asset Management do not advertise and therefore aren't known by many investors. They prefer to let the performance of their funds do the talking, and the Trojan Income Fund is one of their finest. Read more about Troy Trojan Income »

Kate Marshall

Fidelity MoneyBuilder Income

This corporate bond fund's cautious approach could help provide some stability and a regular income to many bond portfolios. Read more about Fidelity MoneyBuilder Income »

Heather Ferguson

Ecclesiastical Higher Income

Heather Ferguson takes a look at the latest addition to our Wealth 150+, which invests in shares, bonds and other investments, to create a well-diversified portfolio. Read more about Ecclesiastical Higher Income »

Kate Marshall

AXA Framlington UK Select Opportunities

In turbulent markets experience counts, and there are few more experienced UK managers than Nigel Thomas - one of the few managers who has featured on the Wealth 150 since its inception in 2003. Read more about AXA Framlington UK Select Opportunities »

Kate Marshall

Henderson Cautious Managed

Kate Marshall takes a look at the latest addition to our Wealth 150+. Read more about Henderson Cautious Managed »

Kate Marshall

Threadneedle European Select

Investors remain cautious on Europe but, as Kate Marshall explains, there are plenty of reasons to be positive on European businesses. Read more about Threadneedle European Select »

Kate Marshall

Neptune Russia & Greater Russia

Russia has been in the news recently, and for all the wrong reasons. Analyst, Kate Marshall looks at a fund offering exposure to this extremely high risk area. Read more about Neptune Russia & Greater Russia »

Research Team

First State Global Resources

The team at First State have an excellent record in the resources sector, but mining and resources companies have been through a tough period recently. If the sector bounces back, this fund could be well placed to benefit. Read more about First State Global Resources »

Richard Troue

JPMorgan Emerging Markets

Emerging markets have lost their popularity in recent years but, as we explain, there are still plenty of reasons to be positive on these regions. Read more about JPMorgan Emerging Markets »

Kate Marshall

Marlborough Nano-Cap Growth

Smaller companies investing comes with great risk, but can deliver great reward. That's why you need an expert in the field, such as Giles Hargreave, investing on your behalf. Read more about Marlborough Nano-Cap Growth »

Mark Dampier

Standard Life UK Equity Unconstrained

Ed Legget could be one of the best fund managers you've never heard of. We believe his high octane Standard Life UK Equity Unconstrained Fund could make a great choice for adventurous investors seeking growth form the UK stock market. Read more about Standard Life UK Equity Unconstrained »

Kate Marshall

Schroder Tokyo

Recent measures announced by the Bank of Japan saw Japan's stock market surge, but we believe there could be further to go and the Schroder Tokyo Fund could be well placed to capitalise. Read more about Schroder Tokyo »

Richard Troue

Artemis Strategic Assets

Multi-asset funds can make a great core holding. In our view William Littlewood of Artemis is one of the best managers in this arena. Read more about Artemis Strategic Assets »

Kate Marshall

Artemis Strategic Bond

Corporate bonds remain an attractive option for investors seeking income, but with interest rate rises on the horizon it could pay to invest with a more strategic approach. Read more about Artemis Strategic Bond »

Kate Marshall

M&G Recovery

Despite his style currently being out-of-favour, Tom Dobell is sticking to his guns. This determination is a primary factor in his long-term success, and now could be an opportune time to purchase his fund. Read more about M&G Recovery »

Kate Marshall

Jupiter India

India has been one of the top performing markets in 2014, but what could 2015 hold in store? Read more about Jupiter India »

Mark Dampier

CF Woodford Equity Income - plus video interview

Mark Dampier shares his latest views following a recent meeting with Neil Woodford, plus a video interview Neil Woodford explains how the portfolio is positioned in light of recent market falls. Read more about CF Woodford Equity Income - plus video interview »

Mark Dampier

Newton Asian Income

This fund provides investors with the best of both worlds - an attractive dividend yield, coupled with the exciting growth potential of higher risk Asian markets. Read more about Newton Asian Income »

Mark Dampier

Lindsell Train Global Equity

The Lindsell Train Global Equity Fund exemplifies an active approach. It is a highly concentrated portfolio comprising what the manager believes to be a collection of exceptional brands and franchises. Read more about Lindsell Train Global Equity »

Kate Marshall

TM Sanditon European

Sentiment towards Europe remains depressed, meaning this new fund could be launching at an opportune time. Read more about TM Sanditon European »

Heather Ferguson

Old Mutual UK Dynamic Equity

Small and medium sized companies can offer outstanding opportunity for growth, but they are high risk. That's why we believe adventurous investors should consider investing with one of the UK's most successful teams in this area. Read more about Old Mutual UK Dynamic Equity »

Fund in focus archive

Important information - No news or research item is a personal recommendation to deal.