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Fund news and investment ideas

N.B. Investments go down as well as up so there is always a danger you could make a loss. Nothing here is personalised advice, if unsure you should seek advice.
Stewart Investors Asia Pacific Leaders: August 2020 fund update

Stewart Investors Asia Pacific Leaders: August 2020 fund update

Kate Marshall | Fri 28 August 2020
In this newly enhanced fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Stewart Investors Asia Pacific Leaders Fund.

Jupiter Global Value Equity: August 2020 update

Jupiter Global Value Equity: August 2020 update

Jonathon Curtis | Thu 27 August 2020
In this update, Investment Analyst Jonathon Curtis shares our analysis on the managers, process, culture, cost and performance of the Jupiter Global Value Equity Fund.

Kames Ethical Equity – August 2020 fund update

Kames Ethical Equity – August 2020 fund update

Dominic Rowles | Wed 26 August 2020
In this fund update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Kames Ethical Equity Fund.

Liontrust announces two fund mergers

Liontrust announces two fund mergers

Emma Wall | Tue 25 August 2020
Liontrust is to merge its UK Mid Cap and UK Opportunities funds with the Liontrust UK Growth Fund. Mark Martin, who previously managed the former two funds, has left the business with immediate effect.

Jupiter Income – August 2020 fund update

Jupiter Income – August 2020 fund update

Emma Wall | Wed 19 August 2020
In this fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the Jupiter Income Fund.

Merian UK Mid Cap – August 2020 fund update

Merian UK Mid Cap – August 2020 fund update

Jonathon Curtis | Wed 19 August 2020
In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of the Merian UK Mid Cap fund.

Troy Trojan – August 2020 fund update

Troy Trojan – August 2020 fund update

Kate Marshall | Tue 18 August 2020
In this newly enhanced fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Troy Trojan Fund.

TB Amati UK Smaller Companies: July 2020 fund update

TB Amati UK Smaller Companies: July 2020 fund update

Jonathon Curtis | Thu 30 July 2020
We’ve recently added this fund to the Wealth Shortlist. In this update, Investment Analyst Jonathon Curtis shares our analysis on the managers, process, culture, cost and performance of the TB Amati UK Smaller Companies Fund.

Lindsell Train Global Equity – July 2020 update

Lindsell Train Global Equity – July 2020 update

Jonathon Curtis | Fri 24 July 2020
In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of the Lindsell Train Global Equity fund.

Troy Trojan Income – July 2020 fund update

Troy Trojan Income – July 2020 fund update

Emma Wall | Mon 27 July 2020
In this newly enhanced fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the Troy Trojan Income Fund.

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Important information - No news or research item is a personal recommendation to deal.