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News & Research

PIMCO

Why Royal London Global Equity Diversified bought Tesla for the first time this year

Patrick Sanders
16 July 2025
RLAM’s Finn Provan explains why careful stock selection has helped manage portfolio risk this year.

H1 2025 fund flows: Equity investors converge on passives

Matteo Anelli
16 July 2025
Active equity strategies have failed to convince investors so far this year, FE data shows.

Undervalued and overlooked: Is it time to rethink UK small-caps?

Roland Arnold
15 July 2025
BlackRock’s Roland Arnold explains why UK small- and mid-caps are at “a critical juncture”.

Aviva Investors cuts fixed income exposure on 'fiscal concerns'

Patrick Sanders
14 July 2025
Dean Cook explains why Aviva Investors' multi-asset team has reduced government bonds and why equities could still impress.

Artemis launches first market-neutral fund

10 July 2025

The top-performing UK funds you may not know

10 July 2025

BlackRock says now is the time to turn more short term

08 July 2025

Fundswire

Thrift shopping

Kepler Trust Intelligence
16 July 2025
Read more

Results analysis: Schroder UK Mid Cap

Kepler Trust Intelligence
16 July 2025
Read more

High Yield: Why an active approach is best

Liontrust Asset Management
15 July 2025
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Why are markets so calm?

Liontrust Asset Management
14 July 2025
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Merlin Weekly Macro: Raging wars, calm markets

Jupiter Asset Management
14 July 2025
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Performance Tables

Contact Details

Valu-Trac Investment Management Limited, Orton, Moray, IV32 7QE

44 (0)1343 880 344

www.valu-trac.com

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.