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.
Most popular ISA funds in September
We take a look at the most popular ISA funds with our clients in September.
Henry Irving | 18 October 2018
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.
Our expert research team provide regular updates on a wide range of funds.
Our monthly research roundup - a research road trip
Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in September.
Kate Marshall | 15 October 2018
Engagement: a fund manager's secret weapon
How fund managers use their size to influence change.
Dominic Rowles | 25 September 2018
How do funds make it on to the Wealth 150?
We take a look at the criteria our investment team use to screen fund managers.
Jonathon Curtis | 19 September 2018
Free fund research
Our expert research team provide regular updates on a wide range of funds.
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.
HL Multi-Manager Asia & Emerging Markets
Our favourite funds investing in higher-risk Asia and emerging markets in a single investment, looked after by our expert team. We monitor the funds and make any changes on your behalf.
Man GLG Japan CoreAlpha
One of our favourite ways to invest in Japan. It’s managed by Stephen Harker, one of the UK’s most experienced investors in Japanese shares.
iShares Japan Equity Index
For investors who want to invest in a broader range of Japanese companies, this fund aims to track the performance of the FTSE Japan index.
Latest research updates
Wed 17 October 2018
Alex Ralph continues to manage the fund’s bond portfolio but the share portfolio is under new management. We share our view on how this affects the fund’s prospects.
Tue 16 October 2018
With so much going on in the world, find out why Jamie Hooper and Nick Haynes are keeping their portfolio much the same by keeping things simple.
Mon 08 October 2018
Terry Smith seems to have had a change of heart on tech firms, at the expense of his once-favourite consumer goods companies. Read on to find out more.
Fri 28 September 2018
Julie Dean thinks we’re coming to the end of the business cycle. We look at how she’s invested her fund to weather a potential storm.
Tue 02 October 2018
Old Mutual changed the name of some of its funds to Merian on 1 October 2018.
Wed 26 September 2018
Invesco Perpetual will simply be known as Invesco from 01 October 2018.
Mon 24 September 2018
Find out why Ben Whitmore is investing in out-of favour companies around the world, and why he thinks now is a good time to do it.
Thu 30 August 2018
This fund is managed by one of the best teams in the industry. In this update, we look at how it’s performed over the long term and share the manager’s outlook.
Thu 30 August 2018
The fund’s performance has recently been a bit weaker, but we still like the team running the fund and remain positive over the longer term.
Thu 30 August 2018
After a strong 2017 a number of changes have been made to the fund to reflect the changing economic, political and market backdrop. Find out more in our latest update.
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