Woodford named and shamed in underperforming funds list
Chelsea Financial Services highlights funds that have lagged their sector peers
Chelsea Financial Services
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Darius McDermott: Five of my favourite small cap funds
Small cap funds were not hit as hard last year as many think they were
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Darius McDermott: Four fund picks for monthly income
Chelsea Financial Services names managers with a disciplined approach to yield
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Four funds with low correlation to global stock markets
Diversification is not as simple as buying funds in different assets and sticking them together
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Darius McDermott: Ethical investing lags consumer trends
Ethical funds represent a pitiful 1.3% of assets in the UK
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Time for the UN PRI to get tough
Principles were founded in 2005 and have 1,967 signatories
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The secret to achieving consistent income
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.
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Cheapest UK equity funds fail to perform
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.
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Will 2018 be Japan’s time to shine?
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.
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Seven funds to watch for 2018
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.
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Axa’s Thomas: ‘I had a cr*p year’
Axa’s Nigel Thomas has admitted that 2016 was one of the worst years of his career in terms of his funds’ relative performance.
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Chelsea to offer “something for everyone” with fund range launch
Chelsea Financial Services has launched a new range of four managed funds designed by Darius McDermott and the research team.