Fund Research & Insight

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Fund Research

The latest research from our expert fund research team. No news or research item is a personal recommendation to deal.
Royal London Sterling Extra Yield Bond: June 2025 fund update
Vanguard FTSE Global All Cap Index: May 2025 update
Janus Henderson UK Responsible Income: May 2025 fund update
Marlborough Multi Cap Income: May 2025 fund update
Asia and emerging markets review – what impact will tariffs have?
Bond funds review – a ‘safe haven’ in volatile times?

Fund investment ideas

Can you invest in defence stocks responsibly?
UK small cap stocks set to shine? – 2 fund ideas that could benefit
Will Trump make China great again? – Plus, 2 fund ideas
Value stocks back in vogue? – 2 fund ideas that could benefit

Fund sectors

UK Equity Income
UK Growth
Global
Europe
Specialist
UK Small and Mid-Sized Companies
Asia & Emerging Markets
Mixed Investment / Total Return
Japan
North America
Property
Bonds

Fund sector reviews

European funds review – what do trade tensions mean for European stock markets?
Bond funds review – a ‘safe haven’ in volatile times?
Asia and emerging markets review – what impact will tariffs have?
UK stock market review – where’s done well amidst Trump’s tariff uncertainty?
Global stock market review – how have markets dealt with Trump’s tariffs?
Japan stock market and funds review – 4 things that could drive Japan’s market higher

Fund notifications

Fund notifications
Fund notifications

Our research team provide updates on popular funds to keep you aware of key changes in the fund, including manager changes and acquisitions.

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Fund shortlists

Fund shortlists
The Wealth Shortlist

We put funds under the microscope to make sure the list only contains the funds that our in-depth analysis indicates have the greatest performance potential.

Explore The Wealth Shortlist
Established tracker funds
HL ready-made portfolios
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Avoiding scams, deepfakes and cyber attacks
SYMO (Switch Your Money On) podcast 1260x840
Investing insights
Podcast

Responsible investing

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Approaches

Find out about the different approaches to responsible investing and what they could mean for your portfolio and investment decisions.

Learn about responsible investing
Responsible investing 2
Responsible Investing Fund Ideas

Our analysts have identified a shortlist of funds with long-term performance potential within the responsible investing sector.

Explore fund ideas
Responsible investing 3
Latest articles

Our expert research team provide regular research and analysis on the world of Responsible Investing.

Read our latest articles