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Funds

Category: Funds

Converting your funds – what investors need to know

Everything you need to know about converting your funds.

Bryony Hayes

27 May 2022 4 min read

Category: Funds

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.

Joseph Hill

26 May 2022 5 min read

Category: Funds

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).

Alex Watkins

23 May 2022 4 min read

Category: Funds

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.

Kate Marshall

23 May 2022 8 min read

Category: Funds

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).

Alexander Watkins

20 May 2022 7 min read

Category: Funds

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).

Alexander Watkins

19 May 2022 7 min read

Category: Funds

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.

Alexander Watkins

19 May 2022 2 min read

Category: Funds

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).

Alexander Watkins

19 May 2022 7 min read