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.
Jupiter European: July 2025 fund update
Stewart Investors Indian Subcontinent All Cap: July 2025 fund update
iShares Emerging Markets Government Bond Index: June 2025 fund update
Artemis US Smaller Companies: June 2025 fund update
iShares Overseas Government Bond Index: June 2025 fund update
Legal & General US Index: June 2025 fund update

Fund investment ideas

Looking past China and India – where are the opportunities in Emerging Markets?
5 funds to watch for 2025 – how have the funds performed?
Record demand for high-yield corporate bonds – but where's the opportunity?
Is now a good time to buy corporate bonds? – Plus 3 bond fund ideas

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

Mixed and total return funds review – multi-asset funds show their value during the tariff turmoil
US funds review – economy is cooling but not cracking
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?

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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Investment special: tariffs, trade deals, tax threats and inflation
SYMO (Switch Your Money On) podcast 1260x840
Personal finance
Podcast

Responsible investing

Responsible investing 1
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