Funds

Converting your funds – what investors need to know
Everything you need to know about converting your funds.
27 May 2022
4 min read
Bond funds sector review – multiple headwinds drive yields upwards
We look at the headlines gripping bond markets, share our outlook for bonds, and look at how some of our Wealth Shortlist funds have fared.
26 May 2022
5 min read
Index funds vs ETFs – what investors need to know?
We look at some of the key differences between index funds and exchange traded funds (ETFs).
23 May 2022
4 min read
Asia & emerging markets review – an unpredictable year so far
We reflect on an eventful year so far for Asian and emerging markets, how economies and stock markets have been holding up, and what investing styles have held up best.
23 May 2022
8 min read
Vanguard S&P 500 ETF: May 2022 update
In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, ESG Integration, cost and performance of the Vanguard S&P 500 Exchange Traded Fund (ETF).
20 May 2022
7 min read
Vanguard FTSE 250 ETF: May 2022 update
In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, ESG Integration, cost and performance of the Vanguard FTSE 250 Exchange Traded Fund (ETF).
19 May 2022
7 min read
Our ETF research
We aim to be a source of knowledge for ETFs, to support our clients in making informed investment decisions and to enhance understanding of ETFs.
19 May 2022
2 min read
iShares Core FTSE 100 ETF: May 2022 update
In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, ESG Integration, cost and performance of the iShares Core FTSE 100 Exchange Traded Fund (ETF).
19 May 2022
7 min read