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.
Japan stock markets and funds quarterly review – a new era on the horizon?
We look at how the coronavirus crisis has impacted the Japanese economy, how Japanese funds have coped, and share our outlook for the future.
Josef Licsauer | 25 September 2020
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.
The most popular Stocks and Shares ISA funds from August 2020
Discover the funds HL Stocks and Shares ISA investors were buying in August.
Jason Roberts | 11 September 2020
Two funds for avoiding ‘sin’ stocks
Dominic Rowles, Investment Analyst, looks at two exclusions-based funds, explains their approaches and shares our view on their prospects.
Dominic Rowles | 9 September 2020
Bond fund quarterly review – has fixed income been a safe space?
We take an in-depth look at the bond markets and how Wealth Shortlist funds have performed.
Joseph Hill | 28 August 2020
Free fund research
Our expert research team provide regular updates on a wide range of funds.
Latest research updates
Fri 25 September 2020
In this update, Senior Investment Analyst Kate Marshall looks at the upcoming fund manager changes for the Schroder Asian Alpha Plus Fund.
Thu 24 September 2020
In this fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the TM CRUX European Special Situations fund.
Thu 24 September 2020
In this fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the J O Hambro UK Equity Income Fund.
Tue 22 September 2020
In this fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the Aviva Investors UK Listed Equity Income fund.
Fri 18 September 2020
Tom Dobell will step down as manager of the M&G Recovery fund at the end of this year, at which point he'll also leave M&G.
Thu 17 September 2020
In this update, Investment Analyst Joseph Hill shares our analysis on the managers, process, culture, cost and performance of the Invesco Monthly Income Plus fund.
Tue 15 September 2020
In this update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the HSBC FTSE 250 Index Fund.
Fri 11 September 2020
In this fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Jupiter India Fund.
Wed 09 September 2020
In this update, Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Baillie Gifford Global Discovery Fund.
Mon 07 September 2020
In this update, Senior Investment Analyst Kate Marshall looks at the upcoming fund manager changes for the Schroder Small Cap Discovery fund.
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