magazine archive
magazine archive
Funds
How to ensure your dividends from property funds are reinvested
Thursday 22 Sep 2022For investors who want to compound the high yields available on some property funds and trusts by reinvesting their dividends, there are a few differences between the two asset classes which they need to consider before starting out. Open-ended property funds usually give shareholders the option to...
What should I do when my fund manager departs?
Thursday 22 Sep 2022On 5 September, asset manager Abrdn ( ABDN ) announced that veteran and very successful fund manager Harry Nimmo will retire from the firm and the industry at the end of 2022 after the best part of four decades with the company. The news will have certainly set the nerves of investors in Abrdn UK...
The battle of the income funds: how Evenlode’s two products fare
Thursday 25 Aug 2022In bear and bull markets, economic expansion or recession, income is rarely out of fashion with retail investors. Evenlode Income (BD0B7D5) has become one of the UK’s favourite fund options, a £3.34 billion actively managed fund that has outstripped its UK equity income category almost three-to-one...
The funds that yield more than twice the best-buy cash savings account
Thursday 18 Aug 2022American business magnate John Rockefeller famously remarked: ‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ While you can now get more than 3% interest on a fixed-rate cash savings account, it is still possible to get a much bigger rate of income via...
What do special situations funds invest in and how have they performed?
Thursday 11 Aug 2022Special situation funds should, in theory, be busy making new investments in the current market environment. Their strategy includes finding unloved stocks which could either bounce back thanks to corporate self-help measures or the market eventually spots hidden value within a business which then...
Do active managers really justify their extra costs?
Thursday 04 Aug 2022In a year when markets have been falling and long-standing trends have gone into reverse, you might have expected active fund managers to perform better than the passive funds that simply track an index. But AJ Bell’s latest Manager versus Machine report shows that’s not the case. The report...
Want a global tracker fund but not sure how they differ? Read this
Thursday 14 Jul 2022Thousands of investors are looking for easy options to get exposure to stocks around the world. One route is to buy a tracker fund or an exchange-traded fund that mirrors the performance of a global index. Two of the most popular indices used by global tracker funds are MSCI World and MSCI All...
Is your fund performing badly? Here’s what you need to do
Thursday 07 Jul 2022Two of the most popular active funds of recent years, Fundsmith Equity (B41YBW7) and Scottish Mortgage (SMT) , have had a terrible 2022 so far. Fundsmith Equity has fallen in value by 18% and Scottish Mortgage is down by 44% in the space of just six months. Investors might normally be spitting...
Rathbone Global won’t change approach despite end of winning streak
Thursday 07 Jul 2022Many growth funds are facing the same problem. What do they do when their investing style is out of favour after a long period of being successful? In this scenario investors should be most concerned when a fund manager changes their approach to try and make gains from whatever is working in the...
How top-performing global funds and trusts are different to each other
Thursday 16 Jun 2022Funds and investment trusts that put money to work outside the UK are popular with investors because they offer diversification away from the domestic market at a stroke. Nevertheless, investors need to familiarise themselves with the different underlying assets of global funds as there are...