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%),...
View ArticleWhat 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...
View ArticleCapitalising 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...
View ArticleNew 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...
View ArticleHow 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....
View ArticleTalking 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...
View ArticleInvesting 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....
View ArticleFinding 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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