News & Analysis

Fund to watch: Jupiter India

Fund to watch: Jupiter India

The manager of the Jupiter India fund focuses on finding stocks with strong growth prospects that haven't been priced fully by the market.

The Briefing: Specialist sector

The Briefing: Specialist sector

The way to use Specialist differs from one of the other sectors where all the portfolios will pursue the same broad goals making it far easier to select a suitable fund.

Could these out-of-favour funds rise again in 2014?

Could these out-of-favour funds rise again in 2014

In recent years investors who have chosen relatively unpopular areas such as Europe, Japan or property are now reaping the benefits.

Prestbury Investments to float as REIT

Prestbury Investments to float as REIT

Nick Leslau and Sir Tom Hunter will float their £1.5 billion property portfolio, Prestbury Investments, on AIM.

European equities continue to perform in Tactical Asset Allocator

European equities continue to perform in Tactical Asset Allocator

The experts are almost unanimous: that the UK is in for a solid bull market. Sarasin & Partners says annual equity returns of 12% are not unrealistic over the next few years.

It bases its model on conservative assumptions, such as a dividend yield of 2.5% (an estimate that excludes share buybacks, which reduce the number of shares in circulation and therefore boost payout per share), real dividend growth of 3.5% (also understated compared with the IMF's forecast GDP growth of 3.8%) and inflation using forecasts based on a figure of 2.5%.

Energy inquiry could damage Active Income portfolio returns

Energy inquiry could damage Active Income portfolio returns

The government's decision in March to refer the big six energy providers to the CMA risks damaging the active income portfolio's returns.

Value opportunities in British Empire trust

Value opportunities in British Empire trust

Managed by John Pennink, the British Empire Securities and General Trust is enjoying a change in fortune and is outperforming its sector.

Plenty of mid-cap stock-picking opportunities despite falling FTSE 250

Plenty of mid-cap stock-picking opportunities despite falling FTSE 250

Experts have blamed the slump in the FTSE 250 index on investors taking profits, especially after a stellar period for mid-cap housebuilders.

"Bulls in charge" of Killik's Growth Portfolio

"Bulls in charge" of Killik's Growth Portfolio

Mick Gilligan at Killik & Co says he is quite happy with the portfolio's positioning at the moment but he thinks later this year he may become more cautious.

Shares to buy, hold and sell

Shares to buy, hold and sell

Software company Proxama has huge potential for growth, says Marlborough Micro Cap fund manager Giles Hargreave.