Fund research and insight

Fund research

Troy Trojan Global Income: January 2026 fund update
Baillie Gifford Managed fund: January 2026 update
Royal London Corporate Bond: January 2026 fund update
BlackRock MyMap 4: January 2026 fund update
Lindsell Train UK Equity: January 2026 fund update
Lazard Global Equity Franchise: December 2025 fund update
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Fund sector reviews

Global funds sector review – China set to reach 5% growth target
UK sector review – digesting the budget and stock market performance
US Sector review – Unpacking the impact of the longest government shutdown
Europe funds review – what does improving European growth mean for markets?
Mixed and total return funds review – gold reached a new peak, and a volatile market continues
Bond funds sector review – is there a change of stance from the Federal Reserve?
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Wealth Shortlist notifications

Wealth Shortlist Update: Invesco Global Emerging Markets
Legal & General Future World ESG Tilted & Optimised funds – additional exclusions
Wealth Shortlist Update: Stewart Investors Indian Subcontinent All Cap
Wealth Shortlist Update: T. Rowe Price Global Value Equity
Wealth Shortlist Update: Schroder Income
Wealth Shortlist Update: abrdn Global Smaller Companies
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Fund notifications

CT European Select – fund manager change
Stewart Investors Asia Pacific Leaders - fund manager change
Stewart Investors Indian Subcontinent All Cap - fund manager change
Stewart Investors Asia Pacific Leaders - fund manager change
Schroder Managed Balanced – fund manager change
Schroder Income – fund manager change
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