News & Analysis

10 top funds one year after FTSE 100 peak

10 best investment funds trusts FTSE 100 all-time high Rated Funds

As the FTSE 100 marks the one-year anniversary of its all-time high, Kyle Caldwell names the 10 best-performing UK equity funds and trusts.

Smart beta equity assets to push $1 trillion by 2020

ETFs tracker funds smart beta new pensions landscape annuities retail investors

The UK's new pensions setup will see a growing band of 'sophisticated' retail investors piling into smart beta products, reckons Hector McNeil at WisdomTree Europe.

'Buy' sign over UK equity income trusts

UK Equity income investment trusts high yield discounts widening Lowland

Discounts on UK equity income trusts have widened since the start of the year, creating a key buying window for high-yielding trusts, reports Kyle Caldwell.

Fund sales bounce back despite Brexit caution

Fund sales Investment Association Brexit referendum uncertainty stockmarkets

New figures show fund investments returning to positive territory, but they're still far behind this time last year as investors remain cautious, reports Kyle Caldwell.

Does it pay to be an ISA early bird?

ISA IFISA Chancellor tax-efficient wrapper fund platform P2P lending aggregator

Many leave it to the last minute, but what if ISA investing came at the start of the tax year? Faith Glasgow finds out if your money is better off being in the market for longer.

Rathbone Income kicked out of UK equity income sector

Rathbone Income kicked out of UK equity income sector

Money Observer Rated Fund Rathbone Income has been removed from the IA's UK equity income sector, having fallen short of the yield requirements.

Model Portfolios' diverse fund choices keep losses in check

Model Portfolio diverse fund investment trusts returns beat volatility

Our Model Portfolios performed much as we intended to start 2016, with the short-term growth portfolios recording the best results.

Why funds must come clean on hidden transaction costs

Woodford fund managers transaction costs fees research portfolio turnover rate

Woodford may have stopped billing investors for research, but pressure must be placed on all fund managers to stop hiding fees and misleading clients, argues this expert.

Investment trusts stutter in volatile quarter

investment trusts fund biotech smaller companies emerging markets

Mining and emerging market investment trusts started 2016 strongly, while biotechnology and UK smaller company-focused trusts faltered.

Could 2016 finally be the year for value investors?

2016 value investing quality recession priced in macroeconomic equities UK

There's reason to worry about the global economy, but investors could get burnt if they stick to quality. This could be the year for unloved value stocks if economies muddle through.