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News & Research

PIMCO

The sector where young active funds have crushed their passive rivals

Jonathan Jones
25 February 2026
Trustnet examines the three-year returns of emerging market funds launched in 2022.

Fidelity’s Alex Wright: The sold-off stocks that AI volatility is making more attractive

Gary Jackson
24 February 2026
AI is reshaping markets and Fidelity’s Alex Wright thinks value investors stand to benefit most.

The only two funds to invest in North America with no stress

Matteo Anelli
18 February 2026
There haven’t been many portfolios with good defensive characteristics and risk exposure in the past five years.

AI-washing: Companies are rebadging tech as AI for ‘fear of losing their premium rating’

Jonathan Jones
17 February 2026
Rathbones managers James Thomson and David Harrison explain why companies must show AI use cases to “get out of the way of the steam train” of being branded an AI loser.

Europe, mid-caps and global equities: Four Aviva funds fail to offer value, finds report

16 February 2026

Two long-term US winners slipped in 2025 while former laggards surged

12 February 2026

The UK funds to invest with no stress

12 February 2026

Performance Tables

Contact Details

Margetts Fund Management Ltd, 1 Sovereign Court, Graham Street, Birmingham B1 3JR, B1 3JR

0121 236 2380

https://www.margetts.com/

enquiries@margetts.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.