AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
Laith Khalaf
-
-
Can we expect broader consolidation among investment trusts?
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
-
Spring Budget 2024: Pensions to disclose amount invested in UK equities
Industry commentators warn this could ‘backfire’ on British businesses
-
AJ Bell: 36% of active funds outperform passive in 2023
Funds that outperform hold lower average fee than underperformers, according to the platform
-
AJ Bell: Tracker fund charge discrepancies are eating into investor capital
Some tracker fund charges are costing 20 times the cheapest possible rate
-
FCA: ‘Gaps observed in liquidity management’ could lead to ‘risk of investor harm’
Regulator warned that firms lack arrangements to combat market-wide redemptions
-
Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
