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Research Archive

The key to Threadneedle UK Growth & Income fund’s outperformance By Joshua Ausden 16-May-2015 01:00 PM
The manager is prepared to be patient and wait for fundamental value to materialise, but has still managed to outperform his peers and benchmark consistently.

Five reasons why you’re wrong to write off UK growth funds By Joshua Ausden 05-May-2015 07:00 AM
IA UK All Companies and UK Smaller Companies have been out of favour for some time, but investors fleeing the sectors are missing out on a range of excellent opportunities. Here are five of them.

Ruffer: Two reasons why gold is back in our good books By Joshua Ausden 29-Apr-2015 11:00 AM
The precious metal has had a miserable time of late, but Ruffer says it is more attractive than it has been for some time.

Why Ruffer thinks your core UK Equity Income fund could crash By Joshua Ausden 27-Apr-2015 07:00 AM
Tobacco, utilities and consumer goods are typically seen as defensive sectors that protect investors on the downside, but Steve Russell thinks they could lead the next severe market fall.

Ruffer: We’re more bullish on Japanese equities than ever By Joshua Ausden 23-Apr-2015 11:00 AM
The average Japan fund is up almost 34 per cent over the past 12 months and the Nikkei 225 has just broken through the 20,000 barrier for the first time in 15 years, but Ruffer’s Steve Russell is increasingly optimistic about the asset class.

Multi-asset funds to build a monthly income portfolio By Joshua Ausden 20-Apr-2015 11:45 AM
In the second article of the series, FE Trustnet constructs a mock portfolio of multi-asset funds that would give investors a monthly dividend-payout as well as the potential for capital growth.

"The FTSE’s going nowhere" – so these are the funds Ian Rees is backing to beat it By Joshua Ausden 09-Apr-2015 07:00 AM
The manager of the £574m Premier Multi-Asset Distribution portfolio is targeting high conviction managers with an unconstrained mandate, as well as those who invest in dividend-paying companies.

The UK equity income funds that are shunning… the UK By Joshua Ausden 07-Apr-2015 10:30 AM
The IA UK Equity Income funds choosing to allocate their capital to Europe and the US are among the largest and highest profile names in the sector.

Funds to build a monthly income portfolio for retirement By Joshua Ausden 30-Mar-2015 10:50 AM
FE Trustnet’s head of content Joshua Ausden draws on the various equity income funds recommended by experts to create a portfolio that pays dividends monthly.

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.

 
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