Fund Performance

2015-balloons

Brewin Dolphin fund picks for the New Year

Ben Gutteridge, Brewin Dolphin’s head of fund research, shares his fund picks for 2015.

Investments | 17 Dec 2014
rdr-blackboard

Swiss firm targets UK retail clients with RDR share class

Swiss asset manager Unigestion is expanding its presence in the UK to retail and intermediary clients by launching an RDR-compliant share class on a range of funds.

Investments | 17 Dec 2014
Tickets on the London Overground

FCA bans fare dodging BlackRock manager

The Financial Conduct Authority has banned BlackRock managing director Jonathan Paul Burrows for “not being fit and proper” after the asset manager admitted to dodging £43k in rail fares.

Investments | 15 Dec 2014
US regulations

SEC unveils plans to stress test US asset managers

Asset managers in the US may face bank-style stress tests and a ban on the use of derivatives in retail funds in the latest initiative proposed by the Securities and Exchange Commission (SEC).

Investments | 12 Dec 2014
2015-balloons

Six key investment themes for 2015

Tilney Bestinvest’s chief investment officer Gareth Lewis highlights the six themes likely to dominate investment strategy over the next twelve months

Investments | 10 Dec 2014
hsbc-canary-wharf

HSBC: The ten biggest risks for 2015

Acknowledging that the forecasting consensus has missed many of the big stories of recent years, analysts at HSBC have attempted to outline the biggest potential risks for investors in 2015.

Investments | 09 Dec 2014
Clock close to midnight at new year

Five New Year resolutions for investors

As we approach the festive period, Laith Khalaf, Senior Analyst at Hargreaves Lansdown gives five investment tips for investors to take into the New Year and beyond.

Investments | 09 Dec 2014
Serious Fraud Office

City directors convicted in £23m investment fraud

Three men have been convicted of fraud as part of the Serious Fraud Office's (SFO) investigation into a £23m 'green' energy investment.

Investments | 08 Dec 2014
barnett

Invesco’s Barnett warns on ‘evil temptress’ of high yields

Investors are continuing to fall into the 'trap' of buying companies with a high dividend yield, according to Invesco Perpetual’s Mark Barnett.

Investments | 05 Dec 2014
fund-fortnight

Fund of the Fortnight: Aberforth Smaller Companies Investment Trust

Every fortnight our research experts highlight a fund from their top-rated list. The latest: Aberforth Smaller Companies Investment Trust.

Investments | 05 Dec 2014
manhattan-new-york-skyline-dawn-chrysler-empire-state-building

Five funds to play a new era for the US dollar

With the dollar at a five-year high against a basket of currencies, and further strength against sterling predicted, Investment Week asks wealth managers which funds they are using to play the trend.

Investments | 04 Dec 2014
aviva-2014

Aviva admits to fund marketing error; compensates investors

Aviva is to pay compensation to tens of thousands of investors in one of its funds who were erroneously led to believe their capital was protected.

Investments | 01 Dec 2014
thanksgiving-feast

Funds to be thankful for

As American families sit down to the traditional Thanksgiving feast, UK investment experts give thanks for their favourite funds.

Investments | 27 Nov 2014
williams-gervais2

Miton reopens UK Multi-Cap Income fund to new investors

Miton Group has reopened its UK Multi-Cap Income to new investors after imposing an initial charge last year.

Investments | 21 Nov 2014
fund-fortnight

Fund of the fortnight: Henderson Strategic Bond

Every fortnight our research experts highlight a fund from their top-rated list. The latest: the Henderson Strategic Bond fund.

Investments | 21 Nov 2014

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