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Research Archive

Han Solo or C-3PO - who is the better investor? By Simon Evan-Cook  28-Nov-2015 07:00 AM
Han Solo or C-3PO - who is the better investor? Premier’s Simon Evan-Cook asks whether investors can learn any lessons from the Star Wars films, aside from never underestimating an Ewok.

Woodford, Troy and a portfolio overhaul: Our best stories of the week By The FE Trustnet Team 27-Nov-2015 04:00 PM
In this round-up of the week, the FE Trustnet team highlights their favourite stories of the week including a look at the best funds to dovetail with CF Woodford Equity Income and why investors should still hold Troy Trojan.

Weekly share-tip roundup: Sell Lloyds, buy Babcock By Tony Cross 27-Nov-2015 03:00 PM
Question marks have been raised over Lloyds’ ability to significantly raise its dividend – making the 20 times multiple it trades on look expensive.

Risk-targeted funds yet to bounce-back from summer sell-off By Gary Jackson 27-Nov-2015 01:00 PM
FE Analytics shows that all but one fund from our custom risk-targeted sectors have yet to fully recover from the sell-off that has stalked markets over recent months.

The global funds making the biggest bets on emerging markets By Lauren Mason 27-Nov-2015 11:00 AM
FE Trustnet takes a look at the global funds with significant weightings in emerging markets, and how well they’ve been performing over the longer term.

The perfect funds to hold alongside CF Woodford Equity Income By Daniel Lanyon 27-Nov-2015 07:00 AM
In the first of a new series, the experts highlight the funds that dovetail nicely with this hugely popular portfolio for both income and growth investors.

The professionals’ most bullish fund bets By Daniel Lanyon 26-Nov-2015 06:00 PM
FE Trustnet reveals the funds discretionary fund managers back the most in their portfolios.

Williams: Why I’m scooping up value funds By Daniel Lanyon 26-Nov-2015 04:30 PM
Saunderson House’s Ben Williams is selling out of ‘quality’ UK funds and buying ‘value’ strategies.

Aberdeen’s Hickmore: Why a selective approach is needed by bond funds By Gary Jackson 26-Nov-2015 03:00 PM
The strategic bond fund manager thinks there are plenty of opportunities in today’s fixed income market but is very careful over where he chooses to put money.

Does risk really mean better returns? By Lauren Mason 26-Nov-2015 01:00 PM
Using data from FE Analytics, FE Trustnet looks whether a fund’s downside risk can be a good indicator of its performance over the long term.

Which fund should I buy to sit alongside Nick Train? By Alex Paget 26-Nov-2015 11:00 AM
Following on from an article earlier this month, news editor Alex Paget runs through his ideas for a perfect fund to sit alongside CF Lindsell Train UK Equity.

Five 2015 Autumn Statement announcements for investors and savers By Gary Jackson 25-Nov-2015 05:15 PM
FE Trustnet rounds up the key events of today’s Autumn Statement, which is the first made by George Osborne in a fully Conservative government.

M&G’s Andrew: The greatest opportunities and risks for markets in 2016 By Daniel Lanyon 25-Nov-2015 03:00 PM
FE Alpha Manager Steven Andrew who heads the multi-asset M&G Episode Income fund says investors are about to be hit by turbulence.

Five value funds from around the world you should be buying By Alex Paget 25-Nov-2015 01:00 PM
Following on from an article this morning, Premier’s Simon Evan-Cook runs through five value-orientated funds from different regions he expects to outperform over the longer term.

Is now the time to overhaul your equity funds? By Alex Paget 25-Nov-2015 11:00 AM
Quality growth funds have massively outperformed value-orientated strategies over recent years, but is that trend about to end?

David Coombs: Why I never look at volatility in any of my funds By Lauren Mason 25-Nov-2015 07:00 AM
David Coombs, head of multi-asset investments at Rathbones, explains why he never targets volatility in his funds and why it is a fundamentally flawed statistic.

Why Troy Trojan is still worth holding onto By Lauren Mason 24-Nov-2015 06:30 PM
FE Alpha Manager and CEO Guy Bowles, who runs the Ingenious Global Growth fund, tells FE Trustnet why he holds a significant weighting in Troy Trojan and uses it across client portfolios despite its underperformance.

Aberdeen’s Sankey: Why your property fund needs a keen eye on risk By Gary Jackson 24-Nov-2015 04:30 PM
Long-term investors may find property funds offer important diversification to a portfolio, but Aberdeen’s Tim Sankey argues that it could be time to start taking less risk rather than more.

Barry Norris: Has China already peaked? By Barry Norris 24-Nov-2015 03:00 PM
FE Alpha Manager Barry Norris, founder of Argonaut Capital Partners, argues that like the Soviet Union in the late-1950s, the Chinese economy may have already peaked.

The UK equity income trusts Canaccord Genuity says to sell By Gary Jackson 24-Nov-2015 01:00 PM
Canaccord Genuity has highlighted three UK equity income trusts that it considers to be unattractive for a range of reasons.

Metcalfe: Now has to be the time to buy emerging market funds By Alex Paget 24-Nov-2015 11:00 AM
IBOSS’ Chris Metcalfe tells FE Trustnet why he is buying a third, higher risk emerging markets fund for his client portfolios.

More than 80% of bond funds fail to beat their benchmarks over the last decade By Lauren Mason 24-Nov-2015 07:00 AM
According to FE Trustnet’s research, a vast majority of sterling bond funds that are benchmarked against an index have failed to outperform over 10 years.

Buying opportunity in gold funds, says Hawksmoor’s Conway By Lauren Mason 23-Nov-2015 05:00 PM
Hawksmoor’s Ben Conway tells FE Trustnet why the team has increased their exposure to gold mining equities in the Vanbrugh fund, and why now is the best time to do it.

Mark Mobius: Are emerging markets turning a corner? By Mark Mobius 23-Nov-2015 03:00 PM
The emerging markets veteran looks at reasons why investors should return to his asset class after a period of underperformance.

This market is fraught with risk, warns Miton’s Hamilton By Alex Paget 23-Nov-2015 01:00 PM
The top-performing Miton manager tells FE Trustnet why she and FE Alpha Manager George Godber are focusing on downside protection now more so than ever.

What to do if your circumstances change in retirement By The FE Trustnet Team 23-Nov-2015 12:30 PM
The latest issue of Trustnet Magazine, out today, has a special focus on pensions.

The UK income funds that have consistently rewarded long-term investors By Gary Jackson 23-Nov-2015 11:00 AM
Research by FE Trustnet looks at the IA UK Equity Income funds that have remained in the top quartile over successive five-year periods.

McDermott: Why I’m buying the worst performing UK fund of 2015 By Daniel Lanyon 23-Nov-2015 07:00 AM
Chelsea Financial Services Darius McDermott thinks the poor run for value funds this year is a clear buy signal for one portfolio in particular.

Hepworth: Why I’m using absolute return instead of bond funds By Daniel Lanyon 22-Nov-2015 02:00 PM
GAM’s fund of funds manager Charles Hepworth says funds with an absolute return mandate are preferable to traditional bond funds.

FCA asset manager probe, ex-Aviva analyst banned and multi-asset launch: Your fund news digest By The FE Trustnet team 22-Nov-2015 07:00 AM
A probe into competition in the asset management industry, a new multi-asset fund from Nordea and a ban for an analyst who “cherry picked” trades are some of the stories that broke this week.

Investors need to change their mind sets – bonds are guaranteed to lose money, warns Seneca By Alex Paget 21-Nov-2015 02:00 PM
Seneca’s Peter Elston tells FE Trustnet why investors need a serious rethink about fixed income, especially those who are approaching retirement.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.