Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
UK equities
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Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9b from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
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Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits
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UK equity funds make first net inflows in 41 months
They lost £25.33bn since 2021 but raked in £317m in November once Budget fears receded
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Fund manager profile: Jupiter’s Adrian Gosden on why the tide is turning
A move to Jupiter in January to manage its UK equity team was fortuitous timing as investors start to reassess the value found in the UK market
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Chelverton hires Julie Dean to manage new UK equities fund
Dean rejoins the industry following Sanditon windup in 2019
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Autumn Budget 2024: AIM company fears ‘overblown’ as 20% inheritance tax applied to junior market
London’s alternative investment market now only sees a 50% relief from IHT applied to its constituents
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Computershare: UK dividend forecasts downgraded after drop in Q3 payouts
Payouts are expected to fall 0.3% in 2024 after initial forecasts for 2% growth
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Kernow’s Alyx Wood: ‘The UK equity winter has ended’
Wood talks UK equities, the Autumn budget, and Kernow’s five-year anniversary
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Future Growth Capital to boost UK private markets with new LTAFs
Its aim is to ‘promote the UK’s private markets ecosystem, further enhancing the UK as an attractive destination for international investors’
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ARK Invest: LSE boosts retail activity by scrapping fees on real-time data
Free-fee access to real-time market data will increase retail participation and trading volumes, writes Jason Kennard