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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.

Engagement – an important device in a fund manager's toolbox

Investment Analyst Dominic Rowles looks at how stakeholder engagement can create value for both companies and investors, and reviews Legal & General's approach.

Dominic Rowles | 1 July 2020

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.

Fund research

Our expert research team provide regular updates on a wide range of funds.

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Is your portfolio as diversified as you think?

Investment Analyst, Dominic Rowles looks at what concentration risk could mean for your portfolio, and what you should do about it.

Dominic Rowles | 25 June 2020

Video: Assessing the impact of coronavirus on European shares

Crux fund manager Richard Pease tells Emma Wall how he has been investing through the market volatility.

Emma Wall | 25 June 2020

Video: Fidelity fund manager on how China is recovering from coronavirus

Fidelity’s Dale Nicholls tells Emma Wall that the Chinese economy is returning to growth, as lockdown restrictions are lifted.

Emma Wall | 5 June 2020

free fund researchFree fund research

Our expert research team provide regular updates on a wide range of funds.

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Latest investment ideas

Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.

Jupiter Income

This fund is one of our favourite ways to take advantage of value investing, and is a good option for income. It’s focused on the UK stock market, which we think has great long-term prospects.

Read review

HL Select Global Shares

Our experts look for truly exceptional companies from all around the world. They pick companies they think are in charge of their own destiny, and that can benefit from a virtuous circle of growth.

Read review

Man GLG Japan CoreAlpha

Japanese companies have been growing their profits faster than share prices have been letting on. This fund is our favourite way to invest, and has a manager with over 25 years’ experience at the helm.

Read review


Latest research updates

Mon 06 July 2020

In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of the Fundsmith Equity fund.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Joseph Hill shares why we have added the Artemis US Smaller Companies fund to our Wealth Shortlist of funds chosen for their long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Senior Investment Analyst Kate Marshall explains why we have added the Schroder Asian Alpha Plus Fund to our Wealth Shortlist of funds with long term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares why we have added the Fidelity Global Dividend fund to our Wealth Shortlist of funds chosen for their long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Senior Investment Analyst Kate Marshall explains why we have added the Stewart Investors Indian Subcontinent Sustainability Fund to our Wealth Shortlist of funds with long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares why we have added the ASI Global Smaller Companies Fund to our Wealth Shortlist of funds with long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Dominic Rowles explains why we have added the First State Japan Focus Fund to our Wealth Shortlist of funds chosen for their long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Jonathon Curtis explains why we've added the Legal & General UK Mid Cap Index fund to the Wealth Shortlist of funds with long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Jonathon Curtis explains why we've added the Troy Trojan Global Income fund to the Wealth Shortlist of funds with long-term potential.

Tue 30 June 2020

In this newly enhanced fund update, Investment Analyst Dominic Rowles explains why we have added the Legal & General UK 100 Index Fund to the Wealth Shortlist of funds with long-term potential.

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