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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.
Old Mutual UK Mid Cap – getting the best out of the investment 'sweet spot'

Old Mutual UK Mid Cap – getting the best out of the investment 'sweet spot'

Dominic Rowles | Wed 17 January 2018
Richard Watts is more positive on the prospects for the UK economy than many other investors. We look at how he has positioned the fund to benefit.

Legg Mason IF Royce US Smaller Companies - we retain faith in the team

Legg Mason IF Royce US Smaller Companies - we retain faith in the team

Dominic Rowles | Tue 16 January 2018
The Legg Mason IF Royce US Smaller Companies Fund has underperformed the broader US stock market in recent years. We look at the reasons behind this underperformance and share our views on the fund's prospects.

Marlborough UK Micro-Cap Growth  – a good year for smaller companies

Marlborough UK Micro-Cap Growth – a good year for smaller companies

Kate Marshall | Tue 16 January 2018
The Marlborough UK Micro Cap Growth Fund is managed by one of the UK’s most experienced smaller companies teams. Find out how the fund performed last year and our view of its longer-term prospects.

M&G Recovery - an excellent diversifier

M&G Recovery - an excellent diversifier

Dominic Rowles | Fri 12 January 2018
Get our latest thoughts on the fund’s prospects and find out why believe it can play an important part in a portfolio.

Odey Opus – the calm before the storm?

Odey Opus – the calm before the storm?

Dominic Rowles | Wed 10 January 2018
Find out what the managers look for in a new investment and discover what has contributed to the fund’s recent performance.

Odey Opus – the calm before the storm?

Odey Opus – the calm before the storm?

Kate Marshall | Wed 10 January 2018
Crispin Odey has held a cautious view of the world for many years and he has positioned the Odey Opus Fund to reflect this view. Find out more about how this has impacted how the fund is invested and recent performance in our latest update.

Funds change name from CF to LF

Funds change name from CF to LF

Kate Marshall | Mon 08 January 2018
Capita Asset Services was acquired by Link Group in June 2017.

Fidelity Special Situations - in search of hidden gems

Fidelity Special Situations - in search of hidden gems

Dominic Rowles | Mon 08 January 2018
Alex Wright looks for companies that have had a tough time, but with the potential to recover. Find out what we think of his approach and read our review of the fund’s performance.

JO Hambro UK Equity Income - a proper equity income fund

JO Hambro UK Equity Income - a proper equity income fund

Richard Troue | Fri 05 January 2018
Find out why we still think this is a top-quality equity income fund, and get our latest thoughts on performance.

Jupiter India - a year of historic change

Jupiter India - a year of historic change

Kate Marshall | Fri 15 December 2017
The Jupiter India Fund is one of our favourite ways to access India’s exciting growth potential.

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