Fund research
No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.
HL Select turns 7 – what we’ve learned and what’s next
HL Select Fund Manager Steve Clayton looks back on seven years of the HL Select fund range, how it’s performed and what’s next.
Steve Clayton | 1 December 2023
No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.
Our expert research team provide regular updates on a wide range of funds.
Mixed and total return sector review – mixed economic data and peak rates
We look at what’s been happening in the world, the impacts of this on shares and bonds and how mixed investment and total return sector funds have performed.
Hal Cook | 28 November 2023
How to invest in China – 3 fund ideas
In our latest deep-dive into China, we look at three fund ideas to gain exposure to the Chinese economy and stock market.
Henry Ince | 27 November 2023
The most popular Stocks and Shares ISA funds since the last autumn statement
Find out which funds are most popular with our Stocks and Shares ISA clients since the last autumn statement on 17 November 2022.
Jason Roberts | 21 November 2023
Free fund research
Our expert research team provide regular updates on a wide range of funds.
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Latest research updates
Thu 30 November 2023
In this fund update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost and performance of the BNY Mellon Sustainable Real Return fund.
Wed 29 November 2023
In this fund update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost and performance of the BNY Mellon Real Return fund.
Tue 28 November 2023
In this fund update, Senior Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, ESG integration, cost and performance of the CT UK Equity Income fund.
Mon 27 November 2023
In this update, Senior Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Legal & General UK Index fund.
Fri 17 November 2023
In this fund update, Senior Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Marlborough Special Situations fund.
Tue 07 November 2023
In this fund update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Vanguard LifeStrategy funds.
Mon 06 November 2023
In this fund update, Investment Analyst Aidan Moyle shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Jupiter Global Value Equity fund.
Fri 03 November 2023
In this fund update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Schroder Managed Balanced fund.
Wed 01 November 2023
In this update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, ESG integration, cost, and performance of the Schroder Asian Discovery fund.
Tue 24 October 2023
In this fund update, Investment Analyst Aidan Moyle shares our analysis on the manager, process, culture, ESG integration, cost and performance of the FTF Royce US Smaller Companies fund.
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