Connecting: 216.73.216.67
Forwarded: 216.73.216.67, 104.23.197.61:20010
The fate of giant funds: Trustnet Magazine is out now! | Trustnet Skip to the content

The fate of giant funds: Trustnet Magazine is out now!

20 January 2022

January’s issue examines the impact of fund size on performance, asking whether more assets under management automatically equal lower returns.

The first edition of Trustnet Magazine in 2022 focuses on a risk that has been front of investors’ minds since the fall of Woodford Investment Management – fund size, and the potential impact it can have on liquidity. In this month’s cover feature, Anthony Luzio looks at whether the past gives any clues as to whether rocketing inflows are an automatic ‘kiss of death’ for fund performance. Meanwhile, Danielle Levy asks if fund pickers are being overly cautious when it comes to size, and Cherry Reynard considers the advantages of investing in boutiques.

This month’s sector focus falls on IA Europe ex UK, as Adam Lewis asks if last year’s strong performance was a blip or the start of a long-term turnaround in fortunes for a market dominated by unfashionable industries.

In the magazine’s regular columns, James Henderson of the Henderson Opportunities Trust names three stocks that can provide balance as well as growth potential when held together in a portfolio, and Zach Ryan of FE Investments reveals which fund he is using to help him navigate the uncertain conditions in emerging markets.

Finally, John Blowers uses his first column back to debunk some of the most common myths that stop people from beginning their investment journey.

As always, Trustnet Magazine is free – you do not even have to enter any details. Simply click here to start reading, then click the arrow pointing down on the left-hand side of the screen if you want to download the PDF.

Editor's Picks

Loading...

Videos from BNY Mellon Investment Management

Loading...

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.