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Research Archive

How dead and merged funds have pulled down sector averages by up to 140% By Joshua Ausden 26-Aug-2015 06:00 PM
Passive enthusiasts bemoan studies that don’t take survivorship bias into account. We decided to put their concerns to the test.

The funds that should protect you from rising interest rates By Joshua Ausden 14-Aug-2015 01:00 PM
Abstract: FE Trustnet highlights two top-rated high yield bond funds which may be of interest to investors who are worried about a rising interest rate environment.

Brazier: FTSE set for more volatility – but I’ve got the recipe to beat it By Joshua Ausden 08-Jul-2015 07:00 AM
The UK index has recently been thwarted by the Greek crisis, and the former Threadneedle manager thinks volatility will continue to trend higher.

Which funds and trusts are you buying to cash in on the market correction? By Joshua Ausden 01-Jul-2015 05:00 PM
As is customary, FE Trustnet gives you the chance to get the open and closed-ended funds you’re thinking about buying analysed by industry experts.

Marshall-Lee: The emerging markets I’m backing and avoiding By Joshua Ausden 29-Jun-2015 04:30 PM
The head of emerging and Asian equities at Newton says the need to be selective when choosing between different emerging market countries is crucially important.

Markets are tanking: So these are the funds experts are eyeing up By Joshua Ausden 29-Jun-2015 01:00 PM
Greece is teetering on the edge of leaving the eurozone, but many industry professionals are seeing this as an opportunity to buy – not to sell.

How bargain hunters have doubled their investment trust returns – and more By Joshua Ausden 16-Jun-2015 01:00 PM
Narrowing discounts have been one of the biggest drivers of equity trusts since the financial crisis, but experts warn that investors shouldn’t expect as many re-ratings in the years to come.

Investment trusts to build a monthly income portfolio By Joshua Ausden 08-Jun-2015 01:00 PM
In the next article of the series, head of content at FE Trustnet Joshua Ausden shows how investors are able to build a portfolio of top-rated closed-ended funds that pays out a dividend every month.

Not such a shambles… Fidelity China trust up 78% since launch By Joshua Ausden 01-Jun-2015 07:00 AM
The £1.1bn trust is still seen as a failure by some, even though it’s well ahead of its MSCI China benchmark since launch and has doubled investors’ money over the past three years.

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.

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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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