Fund Focus

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.

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.

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.

March's 10 most-bought trusts

March's 10 most-bought investment trusts on the Interactive Investor platform

With investors sticking to established fund managers to weather volatility, familiar faces still top our most-bought list - but the market rally has brought some dramatic moves.

March's 10 most-bought funds

March's 10 most-bought funds

Passive funds, February's favourites, lost their shine in March - meanwhile, Neil Woodford is back at the top and biotech climbs back onto the list.

Brexit noise is obscuring the real risks the UK faces

Brexit noise is obscuring the real risks the UK faces

The Colonel's latest dining companion tells him why Brexit is a colossal red herring - and a perilous distraction from issues investors should really be concerned about.

The case for investing in small-caps

The case for investing in small-caps

It's one thing investing to satisfy a social conscience, says one expert - but are smaller companies really a good place for your money?

The outlook for ailing banks remains gloomy

The outlook for ailing banks remains gloomy

Once prized assets, bank shares have struggled as low interest rates and embarrassing fines hammer profits. We ask the experts when is it time to buy.

How to use smart beta funds

How to use smart beta funds

Fans praise smart beta funds as the fabled 'third way', combining the strengths of both active and passive funds - but how do they work and should you be investing?

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