22 August 2025
What changes have been made to the Favourite funds list - August 2025We have removed the Stewart Investors Asia Pacific Leaders and Stewart Investors Worldwide All Cap funds from our Favourite funds list following the departure of portfolio managers David Gait and Sashi Reddy, as well as Sujaya Desai, a third member of the team. The departures deprive the team of its most experienced investors in David and Sashi...
31 July 2025
How fund managers have succeeded in beating the market againIt looks like Donald Trump has done what years of toil and sweat have failed to achieve, namely some measure of outperformance from global active funds.
In the first half of 2025, 51% of active funds in the Global sector outperformed a passive alternative. That’s according to our latest Manager versus Machine report, which analyses over 1,000 funds...
24 July 2025
Henderson Far East Income - Sat Duhra, Portfolio ManagerHear more about the Henderson Far East Income investment process and the themes they are excited about in their region.
24 July 2025
Dividend Heroes: the investment trusts with the longest track record of consistent dividend growthCertain investments have a particular advantage over cash in the bank and that’s the ability to provide a growing income stream.
Cash savings rates are often fixed which means your money won’t buy as much if the cost of living goes up. If your dividends go up each year it means you can potentially beat the rate of inflation, and your money goes...
17 July 2025
Different ways to generate an income in retirementInvestments can be someone’s main source of income once they retire, swapping a salary for dividends to pay the bills. This reliance on a pension emphasises the importance of having a good spread of income-generating investments.
There’s lots to choose from, and your selection will depend on your risk appetite and time horizon, among other factors...
17 July 2025
Who are the ‘rising stars’ in fund management?In the past few years, the ‘star’ in star fund managers has diminished somewhat. Many asset management companies have preferred to focus on the strategy and team behind an actively managed fund, rather than riding on the coattails of a standout individual. But that’s not to say there are no longer star managers, or indeed rising stars, within the...
15 July 2025
How the AJ Bell funds performed in the second quarter of 2025James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the second quarter of 2025, how AJ Bell funds have performed.
15 July 2025
How did AJ Bell funds perform in the second quarter of 2025?The second quarter of 2025 kept investors on their toes with uncertainty around tariff policies and market fluctuations that allowed some regions to have perform well and others to lag.
We spoke to James Flintoff, Head of Investment Solutions at AJ Bell, to get a picture of the market over the past three months and find out how AJ Bell funds...
15 July 2025
Five funds and trusts that pay dividends monthlyIf you are in search of a monthly payment from your investments to help cover regular bills or subscriptions, funds and trusts offering a monthly dividend could be an attractive option.
While there’s a large variety of funds that offer some type of dividend, those with a monthly payment narrow down to a more select group. And although it may be...
9 July 2025
3i Infrastructure plc – James Dawes, CFO3i Infrastructure’s CFO, James Dawes discusses the fund’s investment objectives and the investment process. He also gives us a brief breakdown of what’s in the fund and the overall performance since IPO.
25 June 2025
The 24 investment trusts trading on a premium in 2025The number of London-listed investment trusts trading at a premium to the underlying value of their assets has moved higher this year as investors show greater willingness to pay up for certain strategies.
There are currently 24 investment trusts trading at a premium to net asset value, up from 19 at this time last year but still some way off...
24 June 2025
Takeover frenzy: number of investment trusts shrinks by 17% in three yearsA £175 million bid for Downing Renewables & Infrastructure represents the 10th investment trust to receive a takeover offer this year – and several more have been the target of bidding wars.
With so many trusts trading well below the underlying value of their portfolio, it’s feasible to suggest takeover action will continue for the rest of the year...
13 June 2025
Why are investment trust discounts so high?Some investment trusts are trading at bigger discounts than usual, with the average discount sitting at 14%, according to the AIC. But some trusts trade at discounts of more than 50% - we reveal the trusts on a bigger than normal discount.
A total of 26 investment trusts trade on a discount that is more than five percentage points greater than...
23 April 2025
Why is my investment trust on a ‘discount’?The idea of your investment trading on a ‘discount’ is not necessarily a phrase that instils confidence. But in the world of investment trusts, it’s a regular occurrence.
In fact, the average Global Equity investment trust currently trades on a 7.1% discount, according to Winterflood. And this doesn’t mean that your investment is losing money. So...
22 April 2025
The changes we’ve made to the Favourite fund list - 22 April 2025We’re always reviewing our Favourite funds list to make sure we’re confident in our picks, and ready to make changes if needed. Following a recent review, we’ve made a couple of updates – adding the Rathbone Ethical Bond fund and removing the CT Responsible Sterling Corporate Bond fund.
We’ve added the Rathbone Ethical Bond fund as we think it’s a...
22 April 2025
How did the AJ Bell funds perform in the first quarter of 2025?Despite starting with significant political and geopolitical challenges, the first quarter turned out to be a strong period for parts of the market.
We caught up with James Flintoft, Head of Investment Solutions at AJ Bell, to discuss the outlook, key events that affected markets, and how the AJ Bell funds performed in the period.
How did markets...
9 April 2025
Investing in the US: Bellevue Healthcare Trust, Paul Major, Portfolio managerMartin Gamble, Shares Education Editor, chats to Paul Major from Bellevue Asset Management about the impact of US political changes on the healthcare industry. They also discuss the investment strategies of the Bellevue Healthcare Trust and their focus on innovative companies.
14 March 2025
WS Gresham House UK Smaller Companies Fund - Ken Wotton, Lead managerKen Wotton discusses the WS Gresham House UK Smaller Companies Fund, his career journey and current role at Gresham House. He highlights the challenges faced during the global financial crisis and Covid, and explains the investment approach focusing on fundamentals and high conviction.
5 March 2025
Smithson Investment Trust – Simon Barnard, Portfolio ManagerPortfolio Manager for Smithson Investment Trust, Simon Barnard talks us through the trust’s investment objectives, their investment process, new discoveries and more.
00:11 – Simon’s background and role
00:25 – What are the trust’s investment objectives?
01:15 – Investment process and how an idea is generated
02:50 – Any new exciting...
4 March 2025
Fidelity China Special Situations PLC - Dale Nicholls, Portfolio ManagerDale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's long term investment performance, how they generate ideas for the portfolio and the investment case for Chinese equities.
25 February 2025
Patria Private Equity Trust plc - Alan Gauld, Senior Investment DirectorAlan Gauld, Senior Investment Director discusses the Patria Private Equity Trust, changes in the management and highlights its performance in 2024. It covers improvements in cash flows, increased debt facility, and portfolio growth.
21 February 2025
Blue Whale Growth Fund - Stephen Yiu, Chief Investment OfficerStephen Yiu discusses his career journey along with the investment strategies and the performance of the Blue Whale Growth Fund. He emphasises the importance of evolving with the market and conducting detailed in-house research.
18 February 2025
Fidelity European Trust, Marcel Stötzel, Portfolio ManagerMarcel Stötzel runs through the trust's investment goals and details how they generate ideas for inclusion in the Fidelity European Trust. He also highlights the how the trust typically performs in different market conditions.
7 February 2025
Pantheon International Ord - Charlotte Morris, Co-Lead Manager for Pantheon InternationalCharlotte Morris discusses the global private equity investments of Pantheon International, highlighting its focus on niche growth sectors and long-term capital growth.
6 February 2025
JPMorgan Emerging Markets Investment Trust - Emily Whiting, Investment SpecialistEmily Whiting discusses the strategy of the JP Morgan Emerging Markets Investment Trust, focusing on long-term investments in high-quality businesses across diverse emerging markets. She also highlights the importance of local knowledge and their large team of analysts.
