Stewart Investors reverses soft-close on £262m fund
The Stewart Investors Indian Subcontinent Fund has reopened to investors for the first time in five years today (Friday).
Equities
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Rathbones’ Thomson: ‘I’ve never been so invested’
The Rathbone Global Opportunities fund is running its lowest ever cash position because lead manager James Thomson is currently finding so many buy ideas in the market.
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How GEMs have regained their sparkle
Investors in emerging markets have had quite the turnaround in fortunes during the past three years, proving the old adage that it really is a region to invest in long term.
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UK equity income funds suffer 18th month of outflows
Morningstar’s UK equity income sector was the biggest loser in terms of fund flows in October, haemorrhaging £405.9m.
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Franklin Templeton’s Morton: Brexit won’t matter in 10 years’ time
Brexit may seem like the be-all-and-end-all but Colin Morton, lead manager of the Franklin UK Equity Income fund, argues that Britain’s large caps are more adaptable than meets the eye.
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Equities to rise despite high valuations, says NN IP
High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.
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Patience is a virtue for Franklin Templeton’s Bullas
Based in Leeds, Richard Bullas’s team goes its own way, and in the five years he has been running the Franklin UK Smaller Companies Fund, this investment strategy has gone from strength to strength.
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Investment trust managers tread with caution as gearing falls
Managers of investment trusts appear to be de-risking their portfolios, suggesting a hint of caution regarding global markets as we approach the end of the year.
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Investec’s Hutchins ups BAT and DMGT holdings
Investec’s Blake Hutchins has upped his fund’s exposure to British American Tobacco (BAT) and Daily Mail and General Trust (DMGT) on the belief they are “undervalued and underappreciated”.
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Train fends off Unilever critics
Nick Train has defended one of his top-held stocks, Unilever, from critics after its share price wobbled throughout October.
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EasyJet shares up after results reveal £5bn revenue
Budget airline EasyJet has bounced back from a troubled year in its industry, posting record passenger numbers and more than £5bn in revenue.
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How Artemis is profiting from disruption in US equities
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.