Woodford named and shamed in underperforming funds list
Chelsea Financial Services highlights funds that have lagged their sector peers
Chelsea Financial Services highlights funds that have lagged their sector peers
Small cap funds were not hit as hard last year as many think they were
Chelsea Financial Services names managers with a disciplined approach to yield
Diversification is not as simple as buying funds in different assets and sticking them together
Ethical funds represent a pitiful 1.3% of assets in the UK
Principles were founded in 2005 and have 1,967 signatories
Volatility is one of the key metrics we use to gauge a fund’s risk level, but what if you’re investing for income? A fund’s volatility is measured on a total return basis, so will not tell you how reliable it is in terms of both paying out and growing a steady dividend.
Only 5% of the top-performing funds in the IA UK All Companies sector have an ongoing charges figure lower than 0.70%, according to analysis by Chelsea Financial Services.
Japan has been a hot topic of discussion among investors recently. At the end of last year, the Japanese equity index – the Nikkei 225 – broke through of the 23,000 barrier for the first time in 26 years.
As the year comes to a close, investment managers have started to prepare for 2018. Portfolio Adviser asked a group of top fund selectors to pick one fund to watch in 2018.
Axa’s Nigel Thomas has admitted that 2016 was one of the worst years of his career in terms of his funds’ relative performance.
Chelsea Financial Services has launched a new range of four managed funds designed by Darius McDermott and the research team.