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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.

Our monthly research roundup – why markets keep rising

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

Kate Marshall, Senior Investment Analyst | 15 August 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.

Fund research

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

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Most popular funds in July

We look at some of the most bought funds by HL clients last month

Dominic Rowles | 9 August 2019

China mainland offers increased investment opportunities

This year, MSCI, the stock market index provider, will increase the number of China A-shares in its emerging markets index.

Kate Marshall, Senior Investment Analyst | 31 July 2019

Woodford Equity Income – suspension extended until December

In our latest update we look at today’s statement from the fund’s Authorised Corporate Director and explain what it means for investors in the fund.

Emma Wall, Head of Investment Analysis | 29 July 2019

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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.

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.

Read review

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.

Read review

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.

Read review


Latest research updates

Tue 13 August 2019

Aberdeen Standard Investments has changed the name of its funds. This follows the merger of Aberdeen Asset Management and Standard Life Investments in 2017.

Tue 13 August 2019

How do you define a quality business? In this update we take a look at what quality means to the team at First State, and where it leads them to invest.

Thu 08 August 2019

This fund's performance has recently been a bit weaker, but we think it has good long-term potential. In this update, find out why good stewardship is important to the investment team.

Tue 06 August 2019

Investing in China offers a wealth of opportunity, but the potential for volatility shouldn't be overlooked. We take a look at how the team at First State invests in this exciting market.

Thu 01 August 2019

Find out how the managers’ cautious investment approach has played out and what their thoughts are on the global economy.

Wed 31 July 2019

It hasn't been an easy year for funds focused on out-of-favour, UK domestic companies. Find out why Mark Barnett is still keen on this part of the market.

Wed 31 July 2019

It was announced today Neptune Investment Management will be acquired by Liontrust Asset Management, subject to regulatory approval.

Mon 29 July 2019

Paul Causer and Michael Matthews have invested cautiously for several years. Discover how that’s affected the fund’s performance and what they did during market volatility at the end of 2018.

Fri 26 July 2019

We think this fund's a great choice for a high income from corporate bonds. We recently met Eric Holt to find out more about some of the latest investments he's made in the fund.

Fri 19 July 2019

Sam Morse is more cautious than a lot of other managers investing in Europe. Find out what this means for the fund and how we expect it to perform.

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