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Research Archive

The UK equity income trusts beating the market in every crisis By Daniel Lanyon 31-Jul-2015 01:00 PM
Volatility is ramping up in the UK equity space and the likes of Sanlam’s Charles Brand say for this reason investors should look to the more defensive income managers.

DFM or multi-manager: Which is the right choice for you? By Lauren Mason 31-Jul-2015 11:00 AM
A panel of financial experts explain to FE Trustnet the pros and cons of discretionary fund managers and fund-of-fund managers, looking at how their suitability for various clients differs.

The best absolute return funds at protecting your cash in 2015 so far By Alex Paget 31-Jul-2015 07:00 AM
Given their surging popularity and 2015’s topsy-turvy market conditions, FE Trustnet looks at the absolute return funds which have delivered the smoothest returns so far this year.

Gross: Ignore the calm, your bond fund could be about to nose-dive By Daniel Lanyon 30-Jul-2015 06:00 PM
Janus Capital’s star bond manager Bill Gross is back to his bearish ways, being the bearer of bad news.

The popular blue-chip that Colin Morton is worried about By Lauren Mason 30-Jul-2015 04:30 PM
Franklin Templeton’s Colin Morton tells FE Trustnet why he’s steering clear of Lloyds Banking Group, despite a surge in popularity for UK bank stocks.

Fidelity’s Wright vs Schroders’ Brough: Which UK smaller companies fund is right for you? By Daniel Lanyon 30-Jul-2015 03:00 PM
In the next article in the series we turn the focus on the IA UK Smaller Companies sector and two nimble funds with a history of sturdy returns.

The stocks Dale Nicholls has been buying in the China crash By Lauren Mason 30-Jul-2015 01:00 PM
Dale Nicholls, manager of the Fidelity China Special Situations trust, explains why the volatility in the Chinese market has provided some stellar investment opportunities in certain sectors.

Absolute return inflows surge: Which funds should scared investors look at? By Gary Jackson 30-Jul-2015 11:00 AM
The latest figures from the Investment Association show retail investors have been flocking to IA Targeted Absolute Return sector in recent weeks, as sentiment around traditional assets recedes.

The FE Alpha Managers’ trusts bouncing back from a torrid 2014 By Daniel Lanyon 30-Jul-2015 07:00 AM
We take a look at the funds headed by an FE Alpha Manager that have shaken off their annus horribilus in 2014 to top the tables in the year so far.

Investors return to UK growth funds: Where the money went By Lauren Mason 29-Jul-2015 06:00 PM
Data released by the Investment Association shows that the IA UK All Companies sector saw its first positive net retail sales in nine months.

Mispriced, unloved and underperforming - Three surprise stocks in Lazard UK Omega By Lauren Mason 29-Jul-2015 04:30 PM
Lazard’s Alan Custis tells FE Trustnet about the recent additions to his UK Omega fund and why he’s expecting them to boost the portfolio’s performance over the next few years.

Investec’s Stopford: A new era is starting in markets By John Stopford  29-Jul-2015 03:00 PM
Investec Asset Management’s John Stopford walks us through how the markets will react to increasing signs economic and monetary policy divergence around the world.

The funds DFMs are using to diversify UK equity income away from ‘bond proxies’ By Daniel Lanyon 29-Jul-2015 01:00 PM
Discretionary fund managers Rob Morgan and Ben Williams reveal to FE Trustnet the funds they back to diversify away from ‘bond proxies’.

The stocks you need to watch out for in your UK income funds By Lauren Mason 29-Jul-2015 11:00 AM
Using FE Analytics, FE Trustnet compiles a list of the most popular stocks within the IA UK Equity Income sector, which could be making investors more vulnerable to the effects of concentration risk than they realise.

Experience pays: Longstanding UK managers outperforming rivals over all time frames By Gary Jackson 29-Jul-2015 07:00 AM
FE data shows the average UK growth manager who has managed their fund for 10 years or more is significantly outperforming their average peer.

Do you need to “China-proof” your portfolio? By Gary Jackson 28-Jul-2015 06:00 PM
Another fall in mainland Chinese stocks has prompted fresh questions over whether investors need to protect themselves from the volatility playing out in the world’s second largest economy.

UK investors will have to work harder than ever, says Colin Morton By Lauren Mason 28-Jul-2015 04:30 PM
Franklin Templeton’s Colin Morton tells FE Trustnet why UK equity investors need to be delving under the bonnet of their investments more than ever, following slow economic growth and a series of macroeconomic headwinds.

The most important chart in investing: Why price is the biggest driver of future returns By Nick Kirrage  28-Jul-2015 03:00 PM
Schroders’ Nick Kirrage explains why returns are intrinsically linked to what is paid for an investment, regardless of how great a company might look on paper.

FE Research: The ethical funds that advisers should be looking at By Gary Jackson 28-Jul-2015 01:00 PM
There are 13 ethical and socially responsible investment funds that have won a recommendation from the FE Research team.

Darius McDermott’s underperforming funds you should hold onto By Lauren Mason 28-Jul-2015 11:00 AM
Chelsea Financial Services’ Darius McDermott tells FE Trustnet which funds he considers to be great investment opportunities, despite suffering recent bouts of poor performance.

Why iBoss has maxed-out exposure to “sweet spot” Miton UK Value Opps By Alex Paget 28-Jul-2015 07:00 AM
iBoss’ Chris Metcalfe tells FE Trustnet why he has been upping his exposure to the top-performing fund before it starts hitting its capacity limit.

Could rate hikes create opportunities in these unloved markets? By Lauren Mason 27-Jul-2015 05:30 PM
UBP’s Koon Chow tells FE Trustnet why investors shouldn’t be reducing their exposure to emerging markets because of impending interest rates rises and should instead be reaping the benefits that the hikes from the Federal Reserve will create.

Why property funds are still attractive for cautious investors By Alex Paget 27-Jul-2015 03:30 PM
Despite the fact ‘bricks and mortar’ funds have delivered phenomenal returns over the last year or so and the ongoing concerns about potential cash drags, Whitechurch’s Ben Willis has been upping his exposure to direct commercial property.

How to maximise your pension pot: The latest edition of Trustnet Magazine is out now By The FE Trustnet Team 27-Jul-2015 03:00 PM
This month’s edition of Trustnet Magazine focuses on the best – and worst – course of action to take in the accumulation stage of your pension.

Royal London UK Equity Income loses top spot on Sanlam White List By Gary Jackson 27-Jul-2015 01:00 PM
The PFS Chelverton Equity fund has become the highest rated portfolio in the latest edition of Sanlam’s White List of top funds, while a number of other key moves have taken place in the group’s Income Study.

The smaller companies funds that have been less risky than the FTSE 100 By Gary Jackson 27-Jul-2015 11:00 AM
While small-caps are often seen as being much more risky than the FTSE 100, data from FE Analytics shows that some smaller company funds do not seem to present that great a risk compared with larger companies.

“Supertankers”: The reasons why you need to avoid giant funds By Alex Paget 27-Jul-2015 07:00 AM
Jon ‘JB’ Beckett tells FE Trustnet why investors need to wake up to the worrying development of giant funds and highlights the major risks associated with them.

Yarrow: Why core equity income funds aren’t heading for a crisis By Alex Paget 26-Jul-2015 02:00 PM
Evenlode’s Hugh Yarrow tells FE Trustnet why the argument surrounding ‘bond proxies’ is very naïve and why he will maintain his high weighting to quality, cash generative companies which have served him so well.

Plackett retires, Aberdeen’s £9.9bn outflows and giant fund launch: Your fund news digest By The FE Trustnet team 26-Jul-2015 07:00 AM
The retirement of BlackRock's Richard Plackett and news that one of the world’s largest active equity managers is bringing its flagship strategy to Europe have grabbed the headlines this week.

The small-cap funds doubling returns in the 2015 rally By Daniel Lanyon 25-Jul-2015 02:00 PM
With funds in the IA UK Smaller Companies sector leading the charge in 2015 in what has been a mostly upward ride, these are the portfolios that have done the best.

Why David Coombs is worried about a yield trade sell-off By Lauren Mason 25-Jul-2015 07:00 AM
Rathbones’ David Coombs tells FE Trustnet why he’s worried that there could be a sell-off in the yield trade over the coming months and why current valuations may not be sustainable.

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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.