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Research Archive

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.

Gleeson: Why I’ve just bought Neil Woodford for the first time By Joshua Ausden 09-Dec-2014 10:00 AM
The head of FE Research is looking to diversify away from his UK cyclical exposure further down the cap spectrum with a more defensively minded manager.

Five funds that don’t get the credit they deserve By Joshua Ausden 08-Dec-2014 07:00 AM
Whether it’s a case of bad luck, a bad name or a lack of marketing budget, there are a number of top-performing portfolios that are ignored by the vast majority of investors.

FE Trustnet analyses your fund and trust picks for 2015 By Joshua Ausden 04-Dec-2014 05:00 PM
As is custom, FE Trustnet gives you the chance to get the open and closed-ended funds you’re thinking about buying by industry experts.

The equity funds that have made you money year-in, year-out By Joshua Ausden 26-Nov-2014 07:00 AM
It’s hard enough for multi-asset managers to consistently make money, but some pure equity managers have made a positive return in eight or more of the last 10 calendar years.

Six funds Gray and Sullivan are eyeing for their new multi-asset range By Joshua Ausden 25-Nov-2014 10:00 AM
The multi-asset duo could have two portfolios ready for investors as early as December and are already thinking about which core funds they will be allotting money to.

Martin Gray and James Sullivan back in business: How their fund range is shaping up By Joshua Ausden 24-Nov-2014 07:00 AM
At least two multi-asset funds could be open for business as early as December and Sullivan says they’re eyeing an investment trust launch at a later date as well.

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.

 
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