Fund in 5ive

  • Fund in 5ive: The Royal London Global Bond Opportunities Fund

    Fund in 5ive: The Royal London Global Bond Opportunities Fund

    In the 10 years since the launch of the RLAM Global Bond Opportunities fund on 8 December 2015, it would be fair to say markets conditions have changed a great deal. In this Fund in 5ive, Rachid Semaoune, senior fund manager, talks through the fund’s evolution over the past decade, how it has negotiated the…

  • Fund in 5ive: The Thornburg Equity Income Builder Fund

    Fund in 5ive: The Thornburg Equity Income Builder Fund

    Following the launch of its U.S. strategy in 2003, Thornburg brought its equity income strategy to the UK in January 2012 with the launch of the Thornburg Equity Income Builder fund. In this Fund in 5ive, we speak to Matt Burdett, co-lead manager and head of equities, to explain the case for dividend investing, how…

  • Fund in 5ive: The Columbia Threadneedle (CT) Global Focus Fund

    Fund in 5ive: The Columbia Threadneedle (CT) Global Focus Fund

    The CT Global Focus fund is described as a best ideas, quality growth portfolio. In this Fund in Five, we speak to Portfolio Manager David Dudding to drill down into why investors should think globally when it comes to investing, how the fund invests, what makes it different to its competition, the team behind it,…

  • Artemis Corporate Bond Fund

    In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

  • T. Rowe Price US Smaller Companies Equity Portfolio

    In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a ‘once in generation’ valuation level relative to large-caps

  • Artemis UK Select Fund

    In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets

Square Mile Research

  • Wellington Global Impact

    Wellington Global Impact

    This fund aims to outperform the MSCI All Countries World Index over rolling five year periods through a portfolio of companies providing a sustainable solution to environmental and social challenges.

  • BNY MELLON MULTI-ASSET BALANCED

    BNY MELLON MULTI-ASSET BALANCED

       

  • Jupiter Corporate Bond

    Jupiter Corporate Bond

    An active, pragmatic, value driven and risk aware sterling corporate bond strategy to deliver alpha under different market scenarios.

  • BNY Mellon Real Return Fund

    An unconstrained multi asset fund managed by an experienced and well regarded team. Watch the Taking Factsheet for the BNY Mellon Real Return Fund with Jake Moeller, Investment Research Consultant.

  • JPM Global Macro Opportunities

    A disciplined approach that seeks to deliver superior risk adjusted returns.

  • A Spotlight on: Asia and Emerging Markets