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News & Research

PIMCO

Why Jupiter Merlin is sticking with Fundsmith Equity and other underperforming funds

Matteo Anelli
09 May 2025
Evenlode Income, Fundsmith Equity and Jupiter Strategic Bond have been underperforming for a while, but Merlin’s Lewis is staying put.

Mid-cap funds top performance tables thanks to uncertainty ‘sweet spot’ status

Gary Jackson
08 May 2025
The past month has seen a reversal in the fortunes of mid-cap funds.

Are cheap UK assets ready to roar?

David Brenchley
08 May 2025
Investment companies such as City of London and Edinburgh Investment Trust could benefit from a powerful recovery in UK assets.

Baillie Gifford the landlord: The trust that owns Aldi Supermarkets, Premier Inn hotels and a motorway service station

Jonathan Jones
08 May 2025
Scottish American also rents out a bowling alley, two pubs and a holiday village via its property portfolio.

Eight investment trusts to consider when interest rates fall

07 May 2025

Scottish Mortgage’s Slater: We make no apologies for volatility

07 May 2025

Three-quarters of 2024’s top US funds have underperformed this year

07 May 2025

Performance Tables

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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.