Search

Quick Links

Search
 
Investments
News & Research
Advanced Search»
 
 

Fund Performance

News & Research

Portfolio construction: Fund selection for a cautious investor

By Pascal Dowling | 10:30 | 28-Jan-2012

Industry professionals tell FE Trustnet how someone with a risk-averse approach to investing should go about choosing a fund.
How you select funds for your portfolio depends upon how well you know which ones are available, and this is where it ...

IMA: Hidden charges are a myth

17:00 | 27-Jan-2012

The industry body says fees not included in the TER have a negligible effect on total return, but IFAs say it is missing the point.
The impact of "hidden" trading costs on the performance of ...

Don’t look to oil to make a cheap buck

15:00 | 27-Jan-2012

While an embargo on the commodity will cause its price to soar, this won’t necessarily be reflected in the valuations of companies such as Shell and BP.
Sanctions on Iran could see the price of ...
 
 

More headlines

Jingoism mars Scottish independence debate

Schroders: What the experts think

Video Headlines

Editor's Picks

How to invest for your child’s future

17:15 | 26-Jan-2012

New mums and dads can cut the £10,382 annual cost of raising a child down to as little as £3,440 if they invest their money effectively. New parents face having to invest around £4,000 per ...

The hidden reason QE will work

13:00 | 26-Jan-2012

Countries in the West must devalue their currencies if they want to compete with emerging markets. The positive impact of quantitative easing (QE) in the US and UK will be wider-reaching than the ...

Jupiter quells rumours over Chatfeild-Roberts’ absence

By Joshua Ausden |10:45 | 26-Jan-2012

Investors and IFAs have expressed concern that the star manager’s priorities no longer lie with the Merlin portfolios.

More stories:

Weakest UK fixed interest funds exposed

Investec GEM debt fund tops returns table

Markets will defy forecasts, says Schroders boss

10:30 | 27-Jan-2012

Robin Stoakley believes the trend that has seen investors become more cautious over the past 12 months will reverse this year.
The market will perform much better than most economists have ...

Schroders' UK equity range disappoints in 2011

08:00 | 27-Jan-2012

The short-term poor performance of the 12 funds takes nothing away from the group’s impressive record over the longer-term.
Ten of Schroders’ 12 UK equity funds lagged behind their respective ...
 
 

Leading Investments

Rank Fund FE Risk Score icon_info.gif 3y (%)
1 Close Special Situations
106
 260.5
2 Close Beacon Investment
92
 198.3
3 JPM Russia
159
 186.1
4 HSBC GIF Russia Equity
173
 181.7
5 Stan Life Inv UK Equity Unconstrained
157
 171.8

Key Statistics

chart

  Price Chg %Chg
FTSE -100 5795.20 72.20 1.26
Previous close 5723.00
Live prices are at least 15 mins delayed
chart

FE Alpha Managers

Rank Manager name 5y (%)
1 Angus Tulloch 89.2
2 Martin Lau 87.0
3 Stewart Cowley 84.1
4 David Hooker 66.6
5 David Ballance 61.7
League tables»

Currencies

Currency vs; GBP USD EUR
British Pound (GBP)   1.0000 1.5653 1.1932
US Dollar (USD)   0.6389 1.0000 0.7623
Euro (EUR)   0.8381 1.3118 1.0000
View more currencies»

Fundswire Latest

 

Poll

Are you going to invest in a VCT this season?

Yes
No
  Vote
 

Investor Resources