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Research Archive

We’ve allocated 30 per cent to passives as active managers don’t add enough value, says IBOSS’s Metcalfe By Jonathan Jones 27-Feb-2017 01:00 PM
IBOSS Asset Management’s Chris Metcalfe explains why he has upped passive exposure in his portfolios after an in-depth analysis of active managers.

Should investors wait on investment trusts or buy in at the IPO? By Jonathan Jones 24-Feb-2017 10:00 AM
With several investment company launches on the cards for 2017, FE Trustnet investigates whether investors would be better off waiting before investing in an investment company at its IPO.

Hughes: Investors should add protection in case things get ugly in 2017 By Jonathan Jones 23-Feb-2017 12:00 PM
AJ Bell’s Ryan Hughes outlines the scenarios in which both value and growth styles may outperform in 2017 and looks at one fund investors could buy to combat rising inflation.

What investors need to remember when buying absolute return funds By Jonathan Jones 22-Feb-2017 05:00 PM
Industry experts debate whether the IA Targeted Absolute Return sector is appropriate and outline what investors should expect from the funds within it.

Is 2017 the year it finally goes right in Europe? By Jonathan Jones 22-Feb-2017 07:00 AM
JP Morgan’s Stephen Macklow-Smith outlines the bullish case for European equities against a potentially turbulent 2017.

Are trusts paying enhanced dividends from capital sustainable? By Jonathan Jones 21-Feb-2017 07:00 AM
Market experts explain the rationale behind investment trusts paying enhanced dividends from capital and ask whether investors should buy this trend.

FundCalibre: “Good active management is not a myth” By Jonathan Jones 20-Feb-2017 06:00 PM
In its annual outperformance index, FundCalibre reveals the top fund groups that have outperformed their peers the most over a five-year timeframe.

Funds to diversify the top performing Threadneedle UK Equity Income By Jonathan Jones 20-Feb-2017 10:00 AM
FE Trustnet continues to look at the funds professional investors hold alongside some of the best-performing funds of recent years. This week we focus on Threadneedle UK Equity Income.

How the most equity-heavy unfettered funds stack up against their fettered peers By Jonathan Jones 17-Feb-2017 07:00 AM
Having compared performance of fettered and unfettered funds, FE Trustnet drills down into the individual sectors. In the last in the series FE Trustnet looks at the IA Mixed Investment 40%-85% universe.

The alternative income source the top managers are buying By Jonathan Jones 16-Feb-2017 04:00 PM
Peer-to-peer industry experts explain why the asset class is attracting the likes of Neil Woodford and the different ways investors can access the sector.

These global funds have beaten the MSCI World at least 80% of the time By Jonathan Jones 16-Feb-2017 07:00 AM
FE Trustnet looks at the funds with longer-term track records that have outperformed the global equity index for most of the past decade.

Does political risk outweigh earnings growth in Europe? By Jonathan Jones 15-Feb-2017 12:00 PM
Commentators give their opinion on whether investors should focus on the earnings growth or political risk heading into 2017.

Walker Crips: The pros and cons for the UK in 2017 By Jonathan Jones 15-Feb-2017 10:00 AM
Portfolio managers Gary Waite and Andrew Morgan outline the pros and cons for investing in UK equities this year.

Everything you need to know about Walker Crips’ model portfolios By Jonathan Jones 15-Feb-2017 07:00 AM
As part of its ongoing series, FE Trustnet looks under the bonnet of model portfolio providers – up next the range managed by Walker Crips – Alpha: r².

Are emerging markets safer than they’ve ever been? By Jonathan Jones 14-Feb-2017 04:30 PM
Templeton Emerging Markets’ Carlos Hardenberg and Liontrust’s Patrick Cadell outline whether emerging markets look safer in 2017 than previous years

The best of the best alpha generating funds By Jonathan Jones 13-Feb-2017 07:00 AM
Concluding the series, FE Trustnet delves into the sectors that were able to achieve the best alpha generation relative to benchmarks and considers their success of recent years.

These UK funds have beaten the FTSE All Share more than 80% of the time By Jonathan Jones 10-Feb-2017 07:00 AM
FE Trustnet looks at the funds with longer-term track records that have outperformed the UK equity index most of the past decade.

Income managers: How we’re dealing with a shrinking dividend pool By Jonathan Jones 09-Feb-2017 06:00 PM
Managers explain how they are delivering income in an environment where just 20 per cent of FTSE All Share stocks are yielding more than the index.

How unfettered funds in this mixed investment sector have fared over 3yrs By Jonathan Jones 09-Feb-2017 07:00 AM
Having compared performance of fettered and unfettered funds, FE Trustnet drills down into the individual sectors. This week we look at the IA Mixed Investment 20%-60% universe.

Evenlode: The stocks we bought and sold in 2016 By Jonathan Jones 08-Feb-2017 10:00 AM
Evenlode Income co-manager Ben Peters outlines the changes made to the portfolio in 2016 and explains why he is sticking to his process in 2017.

Henderson’s Beckett: The best growth stories to watch in Europe By Jonathan Jones 07-Feb-2017 06:00 PM
The manager of the TR European Growth Trust outlines the sectors he bought in 2016 and explains why he sees significant growth opportunities

Buy, hold or fold: JP Morgan Global Growth & Income shifts to equity income sector By Jonathan Jones 07-Feb-2017 10:00 AM
A new dividend policy means JP Morgan Global Growth & Income is offering something different. FE Trustnet finds out what the experts think of the change.

Liontrust’s Russ – Europe a hunting ground for yield By Jonathan Jones 06-Feb-2017 04:00 PM
The manager of the Liontrust European Income fund explains why investors looking for income need to look at Europe

Willis: Why I’m backing Neptune European Opportunities By Jonathan Jones 06-Feb-2017 07:00 AM
With uncertainty in Europe and a disappointing run for value investors over the last few years, Whitechurch’s Ben Willis explains why he has recently bought the Neptune European Opportunities fund.

The best funds in the worst sectors for alpha generation By Jonathan Jones 03-Feb-2017 07:00 AM
Continuing our study into alpha generation, FE Trustnet delves into the sectors unable to achieve alpha relative to benchmarks and considers the challenges of recent years.

How have fettered funds in this mixed asset sector performed over the long-term? By Jonathan Jones 02-Feb-2017 10:00 AM
Having compared performance of fettered and unfettered funds, FE Trustnet drills down into the individual sectors. This week we look at the IA Mixed Investment 0%-35% universe.

Funds to diversify the top performing Jupiter European By Jonathan Jones 01-Feb-2017 12:00 PM
FE Trustnet looks at the funds that professional investors hold alongside some of the best-performing strategies of recent years. This week we focus on Jupiter European.

Liontrust small cap managers: How to invest in the digital economy By Jonathan Jones 31-Jan-2017 06:00 PM
The team behind the five crown-rated UK Smaller Companies fund outlines where they best see opportunities in an ever changing technology space

The case for and against buying oil stocks, by Liontrust By Jonathan Jones 30-Jan-2017 06:00 PM
Liontrust fund managers Stephen Bailey and Samantha Gleave outline the reasons for and against investment in the oil stocks in 2017.

The charts showing the multi-asset funds with the decade’s best risk-adjusted returns By Jonathan Jones 30-Jan-2017 07:00 AM
FE Trustnet looks at how multi-asset funds have stacked up against their peers for returns and annualised volatility over the last 10 years.

The best and worst alpha generating funds in the UK By Jonathan Jones 27-Jan-2017 07:00 AM
Continuing our study into alpha generation, FE Trustnet takes a closer look at the two main UK sectors – the IA UK All Companies and UK Equity Income and considers why it has been so difficult to achieve in recent years.

 
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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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