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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.
Schroder Tokyo Fund update

Schroder Tokyo Fund update

Kate Marshall | Mon 16 January 2017
Andrew Rose, manager of the Schroder Tokyo Fund, seeks companies he believes will benefit from Japan’s improving, longer-term economic strengths.

Stewart Investors Asia Pacific Leaders - a year in review

Stewart Investors Asia Pacific Leaders - a year in review

Kate Marshall | Mon 16 January 2017
Following a difficult 2015, Asian and emerging stock markets staged a recovery last year.

FP Argonaut European Alpha: moving on from a challenging year

FP Argonaut European Alpha: moving on from a challenging year

Kate Marshall | Wed 11 January 2017
2016 was a challenging year for the fund, Barry Norris continues to seek companies he believes will deliver earnings improvement.

AXA Framlington Managed Balanced Fund update

AXA Framlington Managed Balanced Fund update

Heather Ferguson | Tue 10 January 2017
Jamie Hooper will assume overall management of the fund when current co-manager Richard Peirson retires in March 2017.

Invesco Perpetual Japan Fund research update

Invesco Perpetual Japan Fund research update

Kate Marshall | Thu 05 January 2017
Japan is undergoing considerable change. Shinzo Abe’s election as Prime Minister in 2012 saw the introduction of significant reform to boost economic growth. This has resulted in a rise in value for the fund.

A great way to invest in Japan

A great way to invest in Japan

Heather Ferguson | Thu 05 January 2017
The Japanese stock market was one of the first to feel the effect of Donald Trump’s victory in the US presidential race.

Threadneedle UK Equity Income and UK Equity Alpha Income Funds

Threadneedle UK Equity Income and UK Equity Alpha Income Funds

Heather Ferguson | Wed 04 January 2017
The Threadneedle UK Equity Income and Threadneedle UK Equity Alpha Income funds aim to generate an attractive income for investors along with some capital growth.

Old Mutual UK Alpha - unloved companies return to favour

Old Mutual UK Alpha - unloved companies return to favour

Heather Ferguson | Tue 03 January 2017
We are pleased to see a recent improvement in the Old Mutual UK Alpha Fund’s performance following a short-term spell of underperformance.

Woodford Equity Income Fund - 12 month review

Woodford Equity Income Fund - 12 month review

Heather Ferguson | Thu 22 December 2016
Since launch in June 2014, the Woodford Equity Income Fund has returned 25.4% compared with 10.6% for the average fund in the UK Equity Income sector and 10% for the FTSE All Share Index. The majority of this outperformance was achieved in the fund’s first 18 months.

Investec  UK Alpha Fund - 60 seconds with Simon Brazier

Investec UK Alpha Fund - 60 seconds with Simon Brazier

Heather Ferguson | Wed 21 December 2016
Simon Brazier calculates what a company is likely to be worth in 3-5 years and takes a closer look if the current share price indicates a lower value.


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