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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.

Bond funds quarterly review – what could be next for bonds?

We look at how different areas of the bond market are performing, share our outlook for the bond market, and look at how some of our Wealth Shortlist funds have fared.

Joseph Hill | 17 May 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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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

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

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

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Latest research updates

Wed 28 July 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the HSBC FTSE 250 Index.

Fri 23 July 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Fundsmith Equity fund.

Tue 29 June 2021

In this update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Artemis US Smaller Companies.

Fri 25 June 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the Legal & General UK Mid Cap Index Trust.

Wed 23 June 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the Legal & General UK 100 Index Trust.

Fri 18 June 2021

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the FSSA Japan Focus Fund.

Thu 17 June 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the TB Amati UK Smaller Companies fund.

Mon 14 June 2021

In this fund update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Legal & General Future World ESG Developed Index.

Thu 10 June 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the Fidelity Index World fund.

Wed 09 June 2021

In this fund update, Investment Analyst Josoph Hill shares our analysis on the manager, process, culture, cost and performance of the Royal London Sterling Extra Yield Bond fund.

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