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News & Research

PIMCO

Funds that help diversify away from the AI theme

Gary Jackson
09 September 2026
Trustnet's correlation analysis points to UK equity income, commodities and select global funds as options for investors wanting less exposure to AI.

Is the Sharpe ratio still fit for purpose in the 2020s?

Emmy Hawker
09 September 2026
Rising rates and market volatility have made a Sharpe ratio of 1 hard to hit.

The government just needs to ‘get out of the way’ at the upcoming Budget, says UK manager

Jonathan Jones
08 September 2026
Markets are nervy, which means there could be real upside if the government remains prudent with its spending.

Fidelity's Sam Morse to retire in October 2027

Gary Jackson
08 September 2026
Fidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.

The MPS providers with the most top-rated model portfolios

08 September 2026

Should you buy, hold or fold JPMorgan Global Growth & Income trust?

07 September 2026

WealthSelect trims passive US exposure and leans into value stocks

07 September 2026

Fundswire

Artemis Corporate Bond Fund quarterly commentary

Artemis Fund Managers
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
09 September 2026
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Artemis SmartGARP Global Smaller Companies Fund quarterly commentary

Artemis Fund Managers
09 September 2026
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Higher yields in Europe are sending more than one message

Allianz Global Investors
08 September 2026
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Artemis SmartGARP Global Equity Fund quarterly commentary

Artemis Fund Managers
08 September 2026
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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.