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News & Research

PIMCO

The ultimate way to invest in a US equity fund

Patrick Sanders
27 May 2025
Tracking the Nasdaq was the best option for investors over the past half a decade.

‘Income is making a comeback’, says JPMorgan multi-asset strategist

Patrick Sanders
22 May 2025
Mark Jackson explains why lower interest rates and higher global volatility will push investors back towards equity income strategies.

Why smaller companies are on the right side of history

Nish Patel
22 May 2025
The shorter term is likely to be uncertain but once the dust settles the relative merits of smaller companies should start to become clear.

The single-sector funds with the highest Sharpe ratios year in, year out

Gary Jackson
22 May 2025
Trustnet looks for single-industry funds with high Sharpe ratios in most years of the past decade.

Performance Tables

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www.oldmutualwealth.co.uk

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.