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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.
Artemis UK Special Situations - a brief update

Artemis UK Special Situations - a brief update

Kate Marshall | Mon 08 February 2016
Derek Stuart, manager of the Artemis UK Special Situations Fund since March 2000, doesn't believe he has seen such extreme moves in the FTSE 100 throughout his fund management career.

Jupiter European Special Situations - a brief update

Jupiter European Special Situations - a brief update

Kate Marshall | Fri 05 February 2016
Cédric de Fonclare, manager of the Jupiter European Special Situations Fund, will continue to seek profitable companies with growth potential that he feels offer some resilience against future economic shocks, whilst keeping an eye on valuations.

Liontrust Global Income Fund update

Liontrust Global Income Fund update

Heather Ferguson | Mon 01 February 2016
The Liontrust Global Income Fund has been through a number of changes in recent years, including a transition from the UK Equity Income sector to the Global Equity Income sector.

Artemis UK Smaller Companies Fund update

Artemis UK Smaller Companies Fund update

Heather Ferguson | Fri 29 January 2016
The Artemis UK Smaller Companies Fund, managed by Mark Niznik has risen 49.5% compared with 79.6% for the IA UK Smaller Companies sector and 94% for the Numis Smaller Companies (-InvTrust) Index since 2007.

Henderson European Growth Fund research update

Henderson European Growth Fund research update

Kate Marshall | Fri 29 January 2016
Simon Rowe, manager of the Henderson European Growth Fund, is aware of the impact of slowing economic growth in China, but he does not believe the underlying picture for Europe has changed significantly.

JPMorgan: income from emerging markets

JPMorgan: income from emerging markets

Kate Marshall | Mon 25 January 2016
Omar Negyal, lead manager of the JPMorgan Emerging Markets Income Fund, aims to take advantage of the rising number of income opportunities across the developing world.

Legal & General Property - changes to fund pricing

Legal & General Property - changes to fund pricing

Heather Ferguson | Fri 22 January 2016
Legal & General argue their charges have not increased since its launch in 2006 and as they now manage 112 properties and have a 107-strong real estate investment team, their costs have risen.

Threadneedle European Select: quality prevails

Threadneedle European Select: quality prevails

Kate Marshall | Thu 21 January 2016
When looking at a company's level of pricing power David Dudding, manager of the Threadneedle European Select Fund, considers the existence of economic moats.

Old Mutual Global Best Ideas - update to fund changes

Old Mutual Global Best Ideas - update to fund changes

Heather Ferguson | Wed 20 January 2016
A number of changes were introduced to the Old Mutual Global Best Ideas Fund on 1st January this year. Lee Freeman-Shor, the fund's manager, has switched the benchmark index from MSCI ACWI GDP Weighted, to MSCI World Equally Weighted.

Legg Mason IF Royce US Smaller Companies Fund - research update

Legg Mason IF Royce US Smaller Companies Fund - research update

Richard Troue | Tue 19 January 2016
The Legg Mason IF Royce US Smaller Companies Fund, managed by Lauren Romeo, initially recovered well from the 2008 financial crisis, delivering strong returns during 2009 but since then the fund has not performed well.


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