Hargreaves multi-manager funds stung by lingering Woodford exposure in second value assessment
Four out of 13 funds ‘need improvement’ and two ‘do not represent value’ on performance criterion, report finds
Investment
-
-
Blue Whale Growth draws comparisons to Fundsmith Equity as it bags top rating in FE rebalance
Liontrust and Baillie Gifford dominate highest-rated funds in January rebalance, while ESG funds shine
-
JP Morgan US Equity Income
A disciplined approach that seeks to deliver superior risk adjusted returns. Watch the Talking Factsheet for the JP Morgan US Equity Income fund with John Monaghan, Head of Research.
-
DFMs brace for ‘the most inflationary environment in years’
Investors making plays on gold, short duration and infrastructure as lingering pandemic means pushback against loose fiscal policy is unlikely
-
James Budden: ‘We remain unconvinced value is going to make a great return’
Video: Baillie Gifford director of marketing and distribution explains why growth investing is here to stay
-
Schroder British Opportunities trust realises 30% gain on first holding weeks after launch
Trainline and Gym Group among 26 holdings added to the portfolio in the seven weeks since IPO
-
Premier Miton hands £750m worth of funds to David Jane in multi-manager team shake-up
Raft of changes include fees being slashed across six funds
-
‘Highly unlikely’ UK dividends will match pre-Covid highs until 2025
Link Group’s worst-case scenario has payouts falling for a second year in a row to £61.5bn
-
Scottish Mortgage managers dismiss notions £18bn trust is too big to take meaningful stakes in unquoteds
‘If there is a potential investor who can write the whole cheque… that is the phone call I will make first’
-
Do EU green deal disclosure requirements risk being a productivity drain?
Even after a rewrite the Sustainable Finance Disclosure Requirements may prove excessively prescriptive
-
M&G Property Porfolio remains shut despite exceeding 20% cash
Asset manager has vowed not to charge fees on cash held in excess of 20%
-
T Rowe Price makes unconventional manager choice for first dedicated UK fund
Former EMEA co-head Mitchell Todd to lead the charge on US asset manager’s foray into UK equities
