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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.

A new way to access great fund managers

Lee Gardhouse & Ellen Powley | 30 November 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.

Fund research

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

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Our monthly research roundup – the bear bites back?

Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in October.

Kate Marshall | 16 November 2018

Most popular ISA funds in October

We look at the most popular funds bought by our clients in October.

Jonathon Curtis | 13 November 2018

'Portfolio+ is perfect for me and my wife…I can now sleep more easily at night'

Mr Maurice Hastings, a Vantage ISA client, explains why he chose to invest through Portfolio+.

8 November 2018

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.

HL Multi-Manager Income & Growth

Our experts choose what they think are the best available equity income funds, and manage them in a single, convenient investment.

Read review

Artemis Income

We rate Adrian Frost and the Artemis UK Equity Income Team highly. The team has significant experience managing equity income funds.

Read review

Marlborough Multi Cap Income

Marlborough Multi Cap Income offers something a little different. It mainly invests in higher-risk small and medium-sized companies, instead of the larger firms that most income funds target. They aren’t often thought to pay high dividends, but lots of them do.

Read review


Latest research updates

Fri 14 December 2018

Recent global market turbulence has hurt the fund’s performance. The managers have found new opportunities from the market drop. Long-term performance is excellent.

Thu 06 December 2018

There have recently been some changes to the team responsible for managing the Kames High Yield Bond fund.

Thu 06 December 2018

There have recently been some changes to the team responsible for managing the Kames Investment Grade Bond fund.

Fri 30 November 2018

A China-US trade war has made some investors nervous, but Teera Chanpongsang doesn’t think it’s a deal breaker for investing in China. Find out more in our latest update.

Mon 03 December 2018

We review the process, performance and outlook of the fund managers, and explain why the fund isn't on our Wealth 150 list.

Thu 29 November 2018

The Japanese economy is going through some unprecedented changes. In this update, we look at how Hideo Shiozumi has invested the fund to benefit.

Tue 27 November 2018

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 this year.

Fri 23 November 2018

The fund’s had some management changes. The team are cautious in their outlook for the global economy. But they still feel some companies have good growth potential.

Thu 22 November 2018

Harry Nimmo invests in companies in good financial health that he thinks will grow. He prefers growth that’s steady rather than potentially rapid but erratic. Long term performance is excellent.

Tue 20 November 2018

Sebastian Lyon tries to grow investors’ money over the long term and also limit the volatility of investing only in shares. We find out how he does it.

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