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.
Investing in property – consider liquidity risk
Buying or selling units in the M&G Property Portfolio has been suspended. We explain why this has happened and whether there is a risk to other property funds.
Kate Marshall, Senior Investment Analyst | 5 December 2019
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.
Don’t pay too much on your UK tracker fund
Some tracker funds charge 25 times more than others. Have you checked you're not paying over the odds?
Nadeem Umar | 2 December 2019
How China’s booming middle class is creating investment opportunities
Wages across Asia have been rising, and consumers are snapping up premium products and luxury brands – good news for savvy stock pickers.
Kate Marshall, Senior Investment Analyst | 21 November 2019
Our monthly research roundup – sterling rally lifts UK domestics
Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in October.
Kate Marshall, Senior Investment Analyst | 21 November 2019
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.
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.
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.
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.
Latest research updates
Tue 03 December 2019
Ariel Bezalel is cautious on the outlook for the global economy. We take a look at how the fund’s invested and where the manager is finding opportunities.
Tue 03 December 2019
We recently spoke to Tom Slater, the fund’s co-manager to find out about where they’re finding opportunities and what’s impacted recent performance.
Thu 28 November 2019
Find out why we think this isn’t really a small companies fund, but also why that’s not necessarily a bad thing.
Tue 26 November 2019
The US/China trade war isn't all bad news. In our latest update, Teera Chanpongsang tells us how it's creating positive investment opportunities too.
Thu 21 November 2019
Some managers use their economic views to invest their fund in a way they think is best suited to the current climate. Paul Wild is one of them, and here we take a look at what’s happened to his fund over the past year.
Tue 19 November 2019
There aren't many European funds that focus on providing an income. This is one of the few and in this update we look at how the manager aims to achieve this.
Mon 18 November 2019
Mark Barnett is more positive in his outlook for the UK economy than many other investors. In this update, we look at how he's invested the fund to benefit.
Thu 07 November 2019
Sean Peche has taken over the MI Thornbridge Global Opportunities Fund, after Anthony Eaton stepped down as manager in September 2019.
Fri 01 November 2019
Paul Read and Paul Causer are experienced bond investors with great track records. We look at how the fund’s performed and where they’re finding opportunities.
Wed 30 October 2019
Woodford Income Focus remains suspended while Link considers whether to appoint a new manager, transfer the Fund’s assets or wind up the fund.
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