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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.

Responsible Investing – two fund ideas to get started

Want to invest responsibly but not sure where to start? Here are two fund ideas to help.

Dominic Rowles | 6 April 2021

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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US funds sector review – stimulus, vaccines and the road to recovery

With a $1.9trn stimulus package on the way, we take a closer look at how different areas of the US stock market have performed, how funds have fared, and share our outlook for the future.

Joseph Hill | 24 March 2021

Bond funds quarterly review – our outlook for the bond market

We take an in-depth look at how bond markets are coping and share our outlook for the future.

Joseph Hill | 24 February 2021

Global funds quarterly review – what's done well in 2020?

After an eventful 2020, we look at where in the world’s done well, how Global funds have coped with coronavirus and share our outlook for the future.

Joseph Hill | 20 January 2021

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

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Latest research updates

Thu 13 May 2021

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Invesco UK Equity Income fund.

Wed 12 May 2021

In this fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Stewart Investors Indian Subcontinent Sustainability fund.

Fri 14 May 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the BNY Mellon Global Income fund.

Tue 11 May 2021

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Invesco UK Equity High Income fund.

Fri 30 April 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the iShares Japan Equity Index Fund.

Fri 30 April 2021

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Artemis Corporate Bond fund.

Tue 27 April 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the iShares Pacific ex Japan Equity Index Fund.

Fri 23 April 2021

In this newly enhanced fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the ASI Latin American Equity fund.

Thu 22 April 2021

In this fund update, Investment Analyst Dominic Rowles explains why we have added the Janus Henderson UK Responsible Income fund to our Wealth Shortlist of funds with long-term potential.

Thu 22 April 2021

In this fund update, Investment Analyst Dominic Rowles explains why we have added the Trojan Ethical Income fund to our Wealth Shortlist of funds with long-term potential.

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