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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.
Threadneedle UK Property Fund Update

Threadneedle UK Property Fund Update

Heather Ferguson | Fri 23 September 2016
Threadneedle temporarily stopped investors selling (or buying) to find suitable buyers for some of their properties. Threadneedle has now lifted the suspension placed on its UK Property Fund to allow clients to trade with effect from 12 noon on 26 September 2016.

M&G UK Inflation-Linked Corporate Bond – research update

M&G UK Inflation-Linked Corporate Bond – research update

Richard Troue | Tue 20 September 2016
Some investments have the specific aim to offer a return in excess of inflation over the medium to long term. One of our favourites is the M&G UK Inflation-Linked Corporate Bond Fund, managed by Ben Lord and Jim Leaviss.

TM Sanditon UK Fund research update

TM Sanditon UK Fund research update

Heather Ferguson | Tue 20 September 2016
The UK’s shock vote to exit the European Union saw the UK stock market fall heavily. Funds investing in the region, including Julie Dean’s TM Sanditon UK, have not been immune.

Liontrust Macro Equity Income - our view on recent team changes

Liontrust Macro Equity Income - our view on recent team changes

Richard Troue | Wed 14 September 2016
We were recently disappointed to learn Jan Luthman had stepped down as co-manager of Liontrust Macro Equity Income. He was an experienced investor and an expert in the analysis of the wider economic, political and social environment.

Henderson UK Alpha Fund research update

Henderson UK Alpha Fund research update

Kate Marshall | Mon 12 September 2016
It has been more than two months since the UK’s vote to leave the EU shook financial markets. In the immediate aftermath of the vote, domestically-focused small and medium-sized companies struggled...

First State Greater China Growth Fund update

First State Greater China Growth Fund update

Kate Marshall | Thu 08 September 2016
The conservative nature of the team's investment approach means the fund has traditionally offered some shelter in large market corrections, while capturing the majority of the growth of rising markets.

Henderson European Selected Opportunities - focusing on value

Henderson European Selected Opportunities - focusing on value

Kate Marshall | Tue 30 August 2016
From the Greek debt crisis to the EU referendum, there has been no shortage of economic issues for investors to fret over in recent years.

Liontrust Macro Equity Income Fund - manager departure

Liontrust Macro Equity Income Fund - manager departure

Heather Ferguson | Tue 30 August 2016
Jan Luthman is to step down as co-manager of the Liontrust Macro Equity Income Fund and leave Liontrust with immediate effect.

Schroder UK Dynamic Smaller Companies Fund update

Schroder UK Dynamic Smaller Companies Fund update

Heather Ferguson | Tue 23 August 2016
In times of heightened uncertainty investors have tended to seek the safety of large well-established institutions and shun higher-risk smaller companies. This was evident in the weeks that followed the UK's decision to leave the European Union.

Fidelity Special Situations - a contrarian buy?

Fidelity Special Situations - a contrarian buy?

Kate Marshall | Mon 15 August 2016
The uncertainty that followed the UK’s decision to leave the EU drew investors to the UK’s largest companies, many of which derive a significant proportion of their earnings overseas.


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