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Research Archive

Why I’m patiently waiting for Neil Woodford’s new trust By Joshua Ausden 23-Mar-2015 07:00 AM
Head of FE Trustnet Content Joshua Ausden is very attracted by the FE Alpha Manager’s new offering, but isn’t prepared to put his money to work until it’s the finished article.

Three cheap UK Equity Income funds the experts are recommending By Joshua Ausden 09-Mar-2015 07:00 AM
Investors often have to pay up to get exposure to quality managers, but there are some big exceptions. In the first of a new series, FE Trustnet highlights highly-rated funds that are among the cheapest in their sectors.

ISA deadline special: Trustnet Magazine is out now By Joshua Ausden 02-Mar-2015 10:00 AM
The new edition of Trustnet Magazine gets investors ready for the looming ISA deadline, including an article highlighting what the experts are buying.

Dampier: Why Causer and Woolnough have made me nervous about my bond funds By Joshua Ausden 02-Mar-2015 07:00 AM
The head of research at Hargreaves Lansdown has had 10 per cent of his ISA in Eric Holt’s Royal London Sterling Extra Yield Bond fund for some time, but he’s having second thoughts about his exposure.

Can these multi-billion pound funds justify their expensive fees? By Joshua Ausden 25-Feb-2015 04:00 PM
FE Trustnet’s head of content Joshua Ausden has no issue with funds that are able to justify above average fees, but asks whether those that attract vast assets should be making more of an effort to bring down their costs.

Five global funds to diversify your retirement income portfolio By Joshua Ausden 23-Feb-2015 11:30 AM
In the second of a two part series, FE Trustnet identifies global equity income funds that are suitable for investors in retirement, drawing on recommendations from industry experts.

Bigger is seldom better: Why the funds industry needs to change By Joshua Ausden 22-Feb-2015 02:00 PM
FE Trustnet’s Josh Ausden highlights a key issue facing financial advisers – the problem of funds getting too big.

Five UK equity income funds for a retirement portfolio By Joshua Ausden 18-Feb-2015 01:30 PM
In the first of a three-part series, FE Trustnet asks industry experts to highlight a selection of UK equity income funds that tick the boxes for investors in retirement.

Woodford: Equity income funds “the natural home” for retirement investors By Joshua Ausden 16-Feb-2015 04:30 PM
Multi-asset income funds are being tipped as the natural replacement for annuities, but some experts argue that investors with a sizeable time horizon can afford to take on more risk.

Global multi-asset income funds: The ideal alternative to annuities? By Joshua Ausden 14-Feb-2015 07:00 AM
Schroder Global Multi-Asset Income is one of a number of funds that offers a more flexible alternative to annuities, which from April investors are no longer obliged to hold in retirement.

Star managers at bargain prices: What could be better? By Joshua Ausden 11-Feb-2015 10:00 AM
In the first of a series of articles, FE Trustnet looks at the importance of cost when building an investment portfolio.

Neil Woodford: The FTSE stocks and sectors you should avoid at all costs By Joshua Ausden 09-Feb-2015 01:30 PM
A combination of expensive valuations and challenging macro headwinds are increasing the likelihood of earnings disappointments in a number of popular areas.

Multi-asset income funds thrash growth rivals over all time periods By Joshua Ausden 02-Feb-2015 07:00 AM
Ben Willis says the compounding effect of dividends makes multi-asset income funds attractive to investors looking for total return over the medium to long-term.

Why with a heavy heart I’m selling out of M&G Global Dividend By Joshua Ausden 29-Jan-2015 11:00 AM
Head of content at FE Trustnet Joshua Ausden explains why he’s lost patience with Stuart Rhodes’ multi-billion pound portfolio, and highlights the fund he’s buying in its place.

The best and worst trusts for risk-adjusted returns over 10 years By Joshua Ausden 26-Jan-2015 07:00 AM
Scatter charts on FE Analytics allow investors to find funds with stellar returns and low volatility – or, alternatively, loss-makers with high volatility.

Pensions, multi-asset funds and inheritance tax: Trustnet Magazine is out now By Joshua Ausden 22-Jan-2015 02:00 PM
January’s edition is centred around pensions, shedding some much needed light on the reforms laid out in George Osborne’s Budget last March.

“I was never worried but…” Lyon’s Trojan fund rewards patient investors By Joshua Ausden 22-Jan-2015 10:00 AM
FE Trustnet speaks exclusively to Sebastian Lyon about his poor bout of performance back in 2012 and 2013, as well as his outlook for the year to come.

Invesco and Aviva leave Standard Life GARS in their wake: But should you be wary? By Joshua Ausden 21-Jan-2015 07:00 AM
The absolute return funds target cash-plus 5 per cent over rolling three year periods, but have delivered more than that in the last three months alone.

The best and worst funds for risk-adjusted returns over 10 years By Joshua Ausden 19-Jan-2015 07:00 AM
Scatter charts on FE Analytics allow investors to find funds with stellar returns and low volatility – or, alternatively, loss-makers with high volatility.

10 ways FE Trustnet’s new factsheets will change the way you research funds By Joshua Ausden 14-Jan-2015 12:00 PM
Among the many new features are a customisation tool and a way of drilling down into individual share classes.

The funds and trusts Tim Cockerill holds in his pension By Joshua Ausden 13-Jan-2015 07:00 AM
The FE AFI panellist is the latest expert to put their neck on the line and reveal their pension portfolio in full – down to the last weighting.

Active UK funds beat trackers in recent turbulence By Joshua Ausden 09-Jan-2015 11:00 AM
The FTSE All Share beat the average UK growth fund for the first time in three calendar years in 2014, though the index has fallen far steeper than the UK All Companies sector in recent months.

Turning the tables: FE Trustnet’s favourite reader comments of 2014 By Joshua Ausden 24-Dec-2014 12:00 PM
We’ve had thousands of comments on our articles over the last 12 months or so. Here are five of the best, chosen by the editorial team.

The multi-asset funds that make you money year in, year out By Joshua Ausden 23-Dec-2014 12:15 PM
In the next article in the series, FE Trustnet looks at the funds across the four multi-asset sectors that have made money in nine of the last 10 calendar years.

The fund that lost me 26% in a week - but I’ve just bought more By Joshua Ausden 19-Dec-2014 12:00 PM
FE Trustnet editor Joshua Ausden had his fingers burnt in seven days of trading… but is holding his nerve – just!

Elliott: Why bullish investors need to overhaul their portfolios By Joshua Ausden 18-Dec-2014 10:00 AM
The overwhelming majority of fund managers remain optimistic about equity markets, but the significant falls in October and more recently have caught many off guard.

The funds Adrian Lowcock holds in his pension portfolio By Joshua Ausden 17-Dec-2014 07:00 AM
In the next of a series of articles, AXA Wealth's head of investing Adrian Lowcock highlights his pension portfolio including exact weightings and the funds he’s planning on adding to.

Fund managers’ biggest bets and why they could be skewing your portfolio By Joshua Ausden 16-Dec-2014 10:00 AM
Some of the UK’s best known managers are up to 35 percentage points overweight certain regions, which can have both its positives and negatives.

Star managers’ trusts underperform funds in 2014 By Joshua Ausden 15-Dec-2014 07:00 AM
Gearing and widening discounts have resulted in a difficult year for some high profile closed-ended vehicles, but others have thrived in spite of increasing volatility.

Can London house prices keep booming in 2015 and beyond? By Joshua Ausden 13-Dec-2014 02:00 PM
While the short-term outlook is challenging, some experts believe already soaring prices could rise another 54 per cent by 2020.

Troy's Brooke: Don’t obsess over the most active managers – they could cost you By Joshua Ausden 10-Dec-2014 10:00 AM
The £2bn Trojan Income fund is a top decile performer in its IMA UK Equity Income sector over the past decade, but doesn’t have a particularly high active share.

 
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