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Research Archive

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.

A more flexible alternative to Angus Tulloch and First State? By Joshua Ausden 24-Sep-2014 08:00 AM
F&C’s Gary Potter was one of the very first investors in the FE Alpha Manager back in 1990, and thinks an up-and-coming group shares many of his and First State’s characteristics.

Scotland votes no – but what does that mean for your portfolio? By Joshua Ausden 19-Sep-2014 11:15 AM
FE Trustnet sums up the fund management industry’s reaction to the Scottish independence result, which was not quite as close as many expected.

Cash weighs heavily on Brookes’ Schroder MM funds in 2014 By Joshua Ausden 18-Sep-2014 05:00 PM
Ultra-bearish calls have made and broken many careers. What way will it go for Marcus Brookes and Robin McDonald at Schroders?

The fund I’m getting ready to buy if there’s a Scottish independence-led sell-off By Joshua Ausden 17-Sep-2014 01:00 PM
FE Trustnet editor Joshua Ausden is looking for a proven deep-value stockpicker who is ready to put their cash to work, and thinks he has found one in Investec’s Alastair Mundy.

Follow the money? Mass inflows boost First State Asia Pacific Leaders & co By Joshua Ausden 16-Sep-2014 11:15 AM
Panic-selling in emerging markets seems to be plateauing, and inflows are returning to the Asia Pacific region.

Three star managers who have gone it alone By Joshua Ausden 14-Sep-2014 07:00 AM
Some of the UK’s highest profile and best-performing managers have left big-name firms and set up on their own.

Julie Dean’s exit, replicating Woodford and buying opportunities: Our best stories of the week By Joshua Ausden 12-Sep-2014 06:00 PM
The FE Trustnet team round up their favourite articles of the week, including the prospect of an independent Scotland and the departure of FE Alpha Manager Julie Dean from Schroders.

Three UK stocks for investors who are buying back in on St Leger’s day By Joshua Ausden 12-Sep-2014 03:00 PM
Helal Miah, investment research analyst at The Share Centre, offers three stocks for investors who listened to the old adage and sold their stock positions in May.

The best global funds for income investors By Joshua Ausden 12-Sep-2014 01:00 PM
FE Research has developed a bespoke method of highlighting the best funds on a pure income basis. In the second article of a new series, here are those that fare best across the IMA global sectors.

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