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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.
Jupiter Income - addition to the Wealth 150+

Jupiter Income - addition to the Wealth 150+

Kate Marshall | Fri 19 May 2017
Ben Whitmore adopts a value-focused, contrarian investment approach. He seeks companies that have fallen out of favour and been neglected by other investors.

Old Mutual UK Dynamic Equity – removed from the Wealth 150

Old Mutual UK Dynamic Equity – removed from the Wealth 150

Kate Marshall | Wed 17 May 2017
The Old Mutual UK Dynamic Equity Fund has been removed from the Wealth 150 list of our favourite funds for new investment.

Woodford Income Focus fund - portfolio announced

Woodford Income Focus fund - portfolio announced

Richard Troue | Wed 17 May 2017
We recently received the first full portfolio of the CF Woodford Income Focus fund and it’s fair to say that it presented a few surprises.

Templeton Global Bond - still positive on emerging markets

Templeton Global Bond - still positive on emerging markets

Richard Troue | Wed 17 May 2017
While the managers have the flexibility to adopt a ‘go anywhere’ approach and invest worldwide, they retain a bias to emerging markets.

AXA WF Framlington UK - an unconstrained, thematic approach

AXA WF Framlington UK - an unconstrained, thematic approach

Dominic Rowles | Tue 16 May 2017
The AXA WF Framlington UK Fund affords Chris St John the freedom to cherry-pick what he believes to be the best businesses in the UK, regardless of size.

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

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

Richard Troue | Tue 16 May 2017
In this update we look at recent performance and how the fund is positioned for rising interest rates.

Woodford's Brexit bargains

Woodford's Brexit bargains

Heather Ferguson | Fri 12 May 2017
Concerns over Brexit and the UK’s upcoming general election have led many investors to avoid the UK in favour of overseas stock markets. This is not necessarily surprising, investors are often pessimistic on their home market.

Allianz Emerging Markets Equity increases diversification

Allianz Emerging Markets Equity increases diversification

Kate Marshall | Wed 10 May 2017
A year has passed since the Allianz Emerging Markets Equity Fund increased its flexibility to invest across the broader spectrum of higher-risk emerging markets.

Stewart Investors Global Emerging Markets Leaders - maintains bias to India

Stewart Investors Global Emerging Markets Leaders - maintains bias to India

Kate Marshall | Tue 02 May 2017
Stewart Investors is home to one of the most experienced and longest-standing Asian and emerging markets equities teams.

Troy Trojan Income - a track record of income growth

Troy Trojan Income - a track record of income growth

Heather Ferguson | Wed 10 May 2017
The past year has highlighted the importance of understanding where income is coming from.


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