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Fund in Focus: Invesco Perpetual Global Bond
Lewis Aubrey-Johnson, head of fixed income products at Invesco Perpetual, believes monetary policy is working and we are likely to see a slow but progressive recovery in developed markets, from which...
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Investors dive in when markets get cold feet
According to TD’s recently released Spring Investment Outlook, fund purchases from TD’s Recommended Fund list were double the amount of those sold. In fact, total investments into funds was positive in...
View ArticleHow to invest £10,000 when approaching retirement
The original, released in December last year, was based on her daughters, both of whom are embarking on their professional careers. She stressed that it is never too early to start thinking about...
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Our favourite income funds
With interest rates on cash savings remaining low, funds targeting income could offer a better alternative. Companies in the UK have a long established track record of paying dividends. Some...
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Can US equity funds offer value ahead of EU Referendum?
There are some giant brands available on the US markets but owning these can be expensive. This is where US equity funds can be useful. It has long been accepted wisdom that it is difficult for active...
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Fund in focus: JPM US Equity Income
“We’re long-term investors, looking at trends,” says Harris. Hart and her team meet the management of every company she invests in on a regular basis to ensure they remain high quality. “We want to...
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The TD Euros squad of investments
We’ve gone for a solid blend of sustainability funds and those focused on emerging markets and disruption with some resolute absolute return funds and funds that protect wealth over time. And of...
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Fund in Focus: Schroder US Mid Cap
Fund manager Jenny Jones, who has run the Schroder US Mid Cap fund since 2002, aims to give investors access to a higher risk asset class – mid caps – with a lower level of risk. The process is driven...
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Talking disruptive technology with Polar Capital
The financial sector is an exciting place to be when it comes to disruptive technology, and non-life insurance is no exception. The scope for technology to impact insurance is significant. For example,...
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Three alternate sources of income: part one
Note: the chart has been updated on 12th August 2016 to bring it up to date. Article originally published on 24th November 2015. In today’s low growth, low interest rate environment generating a...
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Three alternate sources of income, part three
Note: this chart has been updated on 12th August 2016 to bring it up to date. Article originally published on 9th December 2015. In today’s low growth, low interest rate environment generating a...
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Talking USA investing with Old Mutual
Unlike the vast majority of his peers, Heslop is not wedded to a particular investment style. “We recognise everything has a cycle. It’s all about how expensive a stock is. There’s a season for...
View ArticleAn Englishman investing in New York
One of the key things we noted was how difficult it was for US fund managers to consistently beat the benchmark because of how efficient the markets are – certainly among larger-cap companies. However,...
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Who are the top UK fund managers beating their benchmark?
The top 25 that make up our list have a combined average performance of 7.9% vs 5.4% for the FTSE All Share over a ten year period. Around 400 UK fund managers were analysed before we managed to...
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Looking for Growth with MFM Slater
His philosophy is to focus on stock picking without making macro calls, while at the same time keeping an eye on macro events. “We are and always have been steadfastly bottom-up in our approach,...
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Meet the man who tops the Best of British list
It’d be remiss of us not to take a closer look at the fund manager we’ve crowned number one based on our analysis. We have examined his strategy and how he builds his portfolio and he has also shared...
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Why is the Fundsmith Equity fund doing so well?
The fund is a global equity vehicle which targets long-term growth via a concentrated portfolio of between 20 and 30 large, liquid stocks. Smith adopts a buy-and-hold strategy (turnover is just 2%),...
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What are the core funds that perform time and time again?
This week it’s riding high having recovered all losses and made some notable gains. In such volatile times you need a strong resolve. We believe we have identified a number of fund managers with such a...
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Capitalising on Special Situations with Investec
While value has been proven to be an approach which works over the long term, it means the fund will go through periods of underperformance. In the last few years it has been through just such a...
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New fund, familiar face
“At Troy the whole team is dedicated to the aim of selecting businesses in those areas which are likely to be rewarding over the long term,” he says. “That makes for a rich but focused environment for...
View ArticleIs India the “biggest turnaround story” in emerging markets?
Just this week Prime Minister Theresa May was there on a trade mission aimed at boosting economic ties. She used her meeting with India’s Prime Minister Narendra Modi to insist she wants the UK to work...
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How to Quick Start your investments
But with so many opportunities to consider, it can be quite overwhelming. It’s a bit like when you go to a restaurant for lunch and the menu presents you with a dazzling array of things to choose from....
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Talking bonds and holding your nerve with Fidelity MoneyBuilder
“If you can keep your head when all about you are losing theirs and blaming it on you…” – If, Rudyard Kipling Central bank stimulus and political instability have made for a volatile year for fixed...
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Investing for value and dividend growth in a Brexit world
Equity income funds are managed in different ways. We’ve picked out one of the funds from our Recommended Funds range that could be a good complement to other UK equity income funds in your portfolio....
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Finding income opportunities in unloved sectors
We’ve added Schroder Income to this list, which complements the other funds in that it has a very different approach. The fund is run with a deep value style, which can lead it to very different parts...
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