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How to beat the S&P 500
By Thomas McMahon 23-May-2013 11:00 AM
Outperformance of the S&P 500 has been tough over the past 10 years once fees are taken into consideration.
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Active versus passive myth exposed
By Thomas McMahon 23-May-2013 08:00 AM
Data from FE Analytics shows that genuinely active funds outperform the FTSE All Share and passive funds over the longer-term.
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Why you should think twice before ditching an underperforming fund
By Joshua Ausden 22-May-2013 05:30 PM
Cazenove’s Robin McDonald says he is sticking by FE Alpha Manager Philip Gibbs’ Jupiter Absolute Return fund, even though it’s had a miserable three years in total return terms.
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Cazenove-Schroders merger: How the funds will be affected
By Joshua Ausden 22-May-2013 04:00 PM
FE Trustnet asks both groups to reveal what changes – if any – will be made to the running of Cazenove’s popular stable of funds.
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A UK Equity Income fund for all market conditions
By Jenna Voigt 22-May-2013 02:15 PM
Cazenove's Matthew Hudson says his five crown-rated Cazenove UK Equity Income fund's ability to look further down the market cap spectrum means it can deliver in both rising and falling markets.
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McDonald: Why Woodford & co have no place in my portfolio
By Joshua Ausden 22-May-2013 12:45 PM
The manager has a significant weighting to high beta equities and cash because he thinks valuations in defensive equities and bonds are so poor.
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Paul Marriage’s growth picks for 2013
By Joshua Ausden 22-May-2013 11:00 AM
The highly rated small cap manager tells FE Trustnet which companies he thinks have the potential to shoot the lights out in the coming months.
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Dean: Why I’d buy into a market correction
By Joshua Ausden 22-May-2013 08:00 AM
The highly sought after manager sees manufacturing and financials stocks as a potential “sweet spot” for equity investors.
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JPM Emerging Markets Income trust to slash performance fee
By Thomas McMahon 21-May-2013 06:00 PM
Richard Titherington’s £304m trust is looking to simplify charges to appeal more to retail investors.
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Why small caps are the best way to play emerging Asia
By Lydia So 21-May-2013 04:45 PM
One of the most direct ways to access the increasingly prosperous middle classes in Asia is to invest in the region’s growing universe of smaller companies writes Lydia So, portfolio manager at Matthews Asia.
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Beware small cap funds that shoot the lights out, warns Nickols
By Alex Paget 21-May-2013 02:30 PM
The only blemish on the Old Mutual manager’s record came in 2009, but he still managed to make 39.24 per cent over the 12 month period.
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Magrath: Giant bond funds are fatally flawed
By Thomas McMahon 21-May-2013 12:15 PM
Bond funds with over £750m in asset under management have minimal ability to add value through stock-picking, according to the team behind the Twenty-Four Dynamic Bond fund.
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“Big opportunity” in BlackRock Gold & General fund, says Cazenove
By Joshua Ausden 21-May-2013 11:00 AM
The team behind the £1.1bn Cazenove Multi Manager Diversity fund believes that gold equities are one of the only value plays available to investors.
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How to be a successful investment trust investor
By Alex Paget 21-May-2013 08:00 AM
Industry experts explain what newcomers to the sector need to know before parting way with their hard-earned cash.
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Funds that help you sleep at night: UK growth
By Thomas McMahon 20-May-2013 07:00 PM
In the first of a new series, FE Trustnet looks at a superior way to measure risk than volatility in the UK All Companies sector.
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Time to take profits on Japanese funds, says Becket
By Alex Paget 20-May-2013 05:45 PM
The fund of funds manager says the markets could go much higher, but the risk are too high for him to stay heavily invested.
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How to give your portfolio an extra growth-kick
By Tim Levett 20-May-2013 04:30 PM
Tim Levett, manager of the Northern Venture Trust, takes investors through the various advantages to investing in the VCT Generalist sector.
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Markets are 25% overvalued, warns James Sullivan
By Joshua Ausden 20-May-2013 02:15 PM
The manager of the CF Miton Special Situations Portfolio thinks investors expecting an all-out bull market are likely to be disappointed.
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Where the value is in emerging markets
By Thomas McMahon 20-May-2013 11:45 AM
Investors need to be aware that the top-performing Thai market is now expensive, while cheap China may be cheap for a reason.
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Walls: The only trust that’s still a bargain
By Alex Paget 20-May-2013 10:45 AM
Unicorn's Peter Walls tells FE Trustnet that his contrarian style has led him towards the unloved property market
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Five cheap FTSE stocks that have lagged the rally
By Joshua Ausden 20-May-2013 08:00 AM
FE Trustnet asks The Share Centre’s Helal Miah to highlight five large cap stocks that still represent good value for investors.
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Alternatives to the Jupiter European fund
By Joshua Ausden 19-May-2013 04:30 PM
In the last article of FE Trustnet Weekend’s European special, we look at some lesser-known funds that score highly across FE’s performance ratings.
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The companies leading Europe out of the crisis
By Jenna Voigt 19-May-2013 01:00 PM
Alken’s Nicolas Walewski says investors who are kicking themselves for missing out on the rally in non-cyclical stocks should look to Europe, where this area of the market remains undervalued.
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Bennett: Why you’d be a fool to ignore Europe
By Alex Paget 19-May-2013 10:30 AM
The Henderson manager says his fund is made up of quality global companies that have been unfairly tarnished by the fact that they originated in Europe.
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The sector that finds the best stockpickers for you
By Alex Paget 19-May-2013 07:00 AM
The turmoil in Europe over the past few years has made it easy to separate the best bottom-up managers from their counterparts who blindly follow the market.
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Artemis: Lack of diversification in European funds
By Jenna Voigt 18-May-2013 06:00 PM
Mark Page and Laurent Millet of the Artemis European Opportunities fund say the rush into quality blue chips has pushed these stocks on to unrealistic valuations.
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Darwall: How to make money in a difficult market
By Jenna Voigt 18-May-2013 04:30 PM
Jupiter's Alexander Darwall says staying true to his approach has been the key to beating the market over the long-term.
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FE Research’s European fund-picks
By Jenna Voigt 18-May-2013 01:00 PM
The FE Research team reveals the funds it would recommend to investors who are willing to ignore the pessimism surrounding the region.
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The cheap way to buy global companies
By Thomas McMahon 18-May-2013 10:30 AM
European blue chips that derive the majority of their earnings from overseas offer investors the dream scenario of being able to buy quality, cash-generative companies at “out-of-favour” prices.
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Why European funds are crucial for true diversification
By Thomas McMahon 18-May-2013 07:00 AM
The engineering and luxury goods businesses that dominate the industries of northern European countries and Germany offer investors exposure to completely different markets than those focused on by UK-based large caps.
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Most consistent trusts of the decade: Emerging markets & Europe
By Jenna Voigt 17-May-2013 07:00 PM
In the next article in the series, FE Trustnet looks at the most consistent investment trusts in Europe and developing markets on both a relative and absolute basis.
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