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Fund news and investment ideas

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.
CF Lindsell Train UK Equity - a portfolio of exceptional companies

CF Lindsell Train UK Equity - a portfolio of exceptional companies

Kate Marshall | Wed 30 November 2016
UK economic growth has only passing relevance for the performance of the UK stock market, according to Nick Train, manager of the CF Lindsell Train UK Equity Fund.

BlackRock European Dynamic - a flexible European portfolio

BlackRock European Dynamic - a flexible European portfolio

Kate Marshall | Wed 30 November 2016
The dynamic of the European stock market has shifted. The share prices of growth companies have raced ahead of their value-oriented peers for several years, but in recent months there has been a reversal of this trend.

Franklin UK Mid Cap Fund research update

Franklin UK Mid Cap Fund research update

Kate Marshall | Thu 24 November 2016
Paul Spencer, manager of the Franklin UK Mid Cap fund, believes the long-term prospects of many FTSE 250 companies remain intact despite the EU referendum and subsequent market volatility.

Jupiter Japan Income - new manager, same approach

Jupiter Japan Income - new manager, same approach

Richard Troue | Wed 23 November 2016
Dan Carter took over from Simon Somerville as lead manager of Jupiter Japan Income in June 2016. He was previously the fund’s co-manager from November 2011 and has also been lead manager of Jupiter JGF Japan Select, a similar fund, since October 2013.

Invesco Perpetual Asian - strength and depth in Asian equities

Invesco Perpetual Asian - strength and depth in Asian equities

Kate Marshall | Tue 22 November 2016
Invesco Perpetual is one of the UK’s most renowned investment groups, though its Asian equities team is often overshadowed by other high-profile managers investing in the Asia Pacific region.

Schroder’s Kyrkland:  two key risks stock markets face over the coming year

Schroder’s Kyrkland: two key risks stock markets face over the coming year

Heather Ferguson | Wed 16 November 2016
Johanna Kyrklund, manager of the Schroder Managed Balanced Fund, believes global growth will remain muted and perceives two key risks.

Marlborough UK Micro Cap Growth Fund update

Marlborough UK Micro Cap Growth Fund update

Heather Ferguson | Tue 15 November 2016
The recent performance of smaller companies has been marred by the UK’s decision to leave the European Union as investors have favoured the relative safety of larger businesses.

Kames Investment Grade Bond – removed from Wealth 150

Kames Investment Grade Bond – removed from Wealth 150

Richard Troue | Thu 10 November 2016
In recent years bond yields have fallen to historically-low levels. Corporate bonds currently yield in the region of 2.7% (gross of taxes or charges).

J O Hambro UK Equity Income research update

J O Hambro UK Equity Income research update

Heather Ferguson | Thu 10 November 2016
The UK’s decision to leave the European Union helps pave the way to higher inflation, according to James Lowen and Clive Beagles of the JO Hambro UK Equity Income Fund.

First State Global Listed Infrastructure research update

First State Global Listed Infrastructure research update

Heather Ferguson | Mon 07 November 2016
Against a backdrop of low interest rates and bond yields, demand for income-generating investments remains high. This has led Peter Meany and Andrew Greenup to feel positive in their outlook for global listed infrastructure.


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