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Research Archive

Accidental absolute return? The bond funds that have consistently made you money By Joshua Ausden 19-Nov-2014 10:15 AM
While not necessarily in their objectives, a number of pure equity and bond funds have made investors a positive return in eight or more of the last calendar years – even when markets are falling.

Which global smaller companies fund is right for you? By Joshua Ausden 18-Nov-2014 10:00 AM
FE Trustnet highlights the open-ended, closed-ended and passive options for investors interested in global small cap exposure.

Should investors be buying global smaller companies funds? By Joshua Ausden 16-Nov-2014 02:00 PM
Experts agree that the concept behind the asset class makes perfect sense, but despair that there are few viable options available for investors.

Woodford's best ideas and rebounding funds: FE Trustnet's best stories of the week By Joshua Ausden 14-Nov-2014 06:00 PM
The FE Trustnet team trawls through all the stories of the week and highlights five of their favourites.

M&G Episode: Why risk-targeted funds are dangerously flawed By Joshua Ausden 13-Nov-2014 02:45 PM
The funds have become increasingly popular with advisers in the post-RDR environment, but David Fishwick and his team paint a very negative image of them.

What correction? The funds that have already made back their autumn losses By Joshua Ausden 12-Nov-2014 12:45 PM
Equity, bond and multi-asset funds were hit by a vicious bout of volatility in September and October, but many managers are already in positive territory since the sell-off began.

Easy money… Will there be yet another end-of-year rally? By Joshua Ausden 09-Nov-2014 07:00 AM
The markets have risen in the last month of the year with tremendous regularity, but experts warn investors against being complacent.

Why I’m selling out of Personal Assets and buying the new GARS By Joshua Ausden 05-Nov-2014 10:00 AM
With a heavy heart, FE Trustnet editor Joshua Ausden explains why he is selling out of Sebastian Lyon’s investment trust and going for Invesco Perpetual Global Targeted Returns instead.

“A global fund with a difference”: Square Mile tips Veritas Global Focus By Joshua Ausden 01-Nov-2014 02:00 PM
In the next article in the series, FE Trustnet takes a closer look at one of the few highly-concentrated global funds that has consistently outperformed its benchmark.

Top-performing trusts making the most of their closed-ended structure By Joshua Ausden 30-Oct-2014 12:00 PM
Some funds are tailor made for the closed-ended structure, while others are quasi-open ended drawing on few of the advantages of investment trusts.

Dampier: Why investment trusts have no chance of displacing funds By Joshua Ausden 29-Oct-2014 10:00 AM
The total capacity of the IT UK Equity Income sector is significantly smaller than the size of Mark Barnett’s Invesco Perpetual High Income fund.

Few and far between… The high-conviction global funds bucking the trend By Joshua Ausden 28-Oct-2014 10:00 AM
Funds like Stephen Anness’ Invesco Perpetual Global Opportunities fund, which has just 35 holdings, are difficult to find in a sector comprising more than 250 funds.

Five funds to cash in on the cheapest areas of the UK equity market By Joshua Ausden 25-Oct-2014 07:00 AM
Cyclicals are cheap – on a relative basis to defensives anyway. Here FE Trustnet, with the help of industry experts, highlights funds that could stand to benefit from attractive valuations.

Paul Causer: Investors are rushing into the riskiest area of the bond market By Joshua Ausden 24-Oct-2014 10:00 AM
The star manager tells FE Trustnet that he’s being as defensive as he possibly can in his Invesco Perpetual High Yield fund.

“Best performing global fund in the US” made available to UK investors By Joshua Ausden 23-Oct-2014 02:00 PM
FE Trustnet recently highlighted the severe lack of global funds that have beaten the FTSE World and MSCI World, but one that’s been recently launched into the UK has very strong numbers.

Income-tips and how to election-proof your portfolio: Trustnet Magazine out now By Joshua Ausden 22-Oct-2014 05:00 PM
Our magazine has a new name and a new feel, this month focusing on investment trusts.

Invesco’s Martin Walker: Why I’ve maxed out my ISA with my UK Growth fund By Joshua Ausden 22-Oct-2014 12:00 PM
The FE Alpha Manager says the recent sell-off has provided a compelling buying opportunity for investors – particularly in domestic cyclicals.

Henry Dixon: Why I’m buying into this crashing market By Joshua Ausden 18-Oct-2014 07:00 AM
Housebuilder Taylor Wimpey, student accommodation specialist Unite Group and online gaming company Playtech are among the companies that the deep value manager has been snapping up in recent days.

BP all over again? Dividend-risk in UK Equity Income funds exposed By Joshua Ausden 16-Oct-2014 01:00 PM
An overreliance on BP led to a huge number of dividend cuts in UK Equity Income funds. Are managers playing with fire once again?

UK small cap funds likely to underperform until 2015, says Montanaro By Joshua Ausden 15-Oct-2014 11:00 AM
The asset class has had a difficult period since March on both an absolute and relative basis compared with large caps, though experts believe it remains highly desirable on a long-term view.

Standard Life GARS & co stand up to market sell-off By Joshua Ausden 14-Oct-2014 11:00 AM
The £21.2bn behemoth had a rotten time back in May 2013 when the markets last took a tumble, but in recent weeks it has stood up to the most recent test, alongside many of its rivals.

How predictable… Woodford, Barnett, Brooke & co lead the way in 2014 By Joshua Ausden 13-Oct-2014 08:00 AM
Past performance is of course no guide to the future, but there’s no doubt that it’s possible to predict which managers will deal with certain market conditions better than others.

Five top-performing funds that are “in the sweet spot” By Joshua Ausden 11-Oct-2014 02:00 PM
FE Trustnet asks the experts to identify funds that tick the box for not only performance and management teams but sustainable business models.

Four UK trusts made cheaper by the market shake-up By Joshua Ausden 08-Oct-2014 11:00 AM
The recent spike in volatility has seen the discounts on a number of investment trusts widen – particularly those focused on the UK.

Beware bestselling and soft-closed funds, warn Metcalfe and Richards By Joshua Ausden 07-Oct-2014 11:30 AM
IBOSS’s Chris Metcalfe has sold out of M&G Global Dividend, Newton Asian Income, Schroder UK Opps, BlackRock UK Special Sits and M&G Recovery due to concerns over size – and all have underperformed since.

Volatility spikes: So which funds should you be buying? By Joshua Ausden 06-Oct-2014 11:00 AM
FE Trustnet looks at some of the open-ended funds that are arguably more attractive in light of the recent turbulence sweeping through markets.

Julie Dean’s exit triggers £600m outflow from Schroder UK Opps fund By Joshua Ausden 03-Oct-2014 10:45 AM
Both Schroder UK Opps and Paul Marriage’s UK Dynamic Smaller Companies fund have had a terrible time of late from both a performance and outflows perspective.

Are your favourite funds being ruined by the bandwagon-jumpers? By Joshua Ausden 02-Oct-2014 11:00 AM
The F&C and Premier fund of funds teams believe it is the responsibility of groups, advisers and investors to stop top-performing portfolios from growing to unmanageable sizes.

Too good to be true? “Absolute return income funds” for your portfolio By Joshua Ausden 29-Sep-2014 08:00 AM
Whitechurch’s Ben Willis says finding an ultra low-risk fund with a decent yield is close to impossible, but FE Trustnet highlights some that stake such a claim.

Five must-have funds you can afford to buy, hold and forget about By Joshua Ausden 27-Sep-2014 02:00 PM
FE Trustnet asks a panel of industry experts to identify the first name on the teamsheet when it comes to selecting funds.

FE Research: The best multi-asset funds for income By Joshua Ausden 26-Sep-2014 08:00 AM
In the next article in the series, FE Trustnet highlights funds that tick the box for not only yield but dividend stability and downside risk.

 
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