Fund Performance


Woodford launch sends IMA UK Equity Income sales to record high

Net retail sales of UK equity income funds hit a record high of £1.4bn last month, according to the Investment Management Association, as Neil Woodford's new fund provided a boon to the sector.

Investments | 29 Jul 2014

Schroders, Jupiter, and Henderson dominate Chelsea’s buy list

Funds from Schroders, Jupiter, and Henderson Global Investors are dominating Chelsea Financial Services’ new ratings service, FundCalibre.

Fund Performance | 28 Jul 2014

FCA warns over corporate bond fund risks

The Financial Conduct Authority (FCA) has issued a fresh warning to consumers about the risks of investing in corporate bond funds.

Investments | 25 Jul 2014
Black car

The roadmap for fixed income

Fixed income investors are wondering how to read the signals in today’s markets to know the next turn in the road.

Investments | 25 Jul 2014

Fund of the Fortnight: Ediston Property

Every fortnight our research experts highlight a fund from their top-rated list. The latest: Ediston Property.

Investments | 24 Jul 2014

BLOG: Ethics and returns are not mutually exclusive

There remains a misconception that an ethical moniker on a fund means giving up a real investment return for a more abstract social return. Hard evidence points to the contrary.

Investments | 23 Jul 2014

Should you jump ship when a star manager departs?

Investors should not be so quick to jump ship when a star manager leaves a fund, according to new research from Aegon UK which suggests most funds continue to perform well after a departure.

Fund Performance | 22 Jul 2014

SLI's star Nimmo makes debut on Bestinvest 'dog list'

Harry Nimmo's Standard Life Investments UK Smaller Companies fund has made its first appearance on Bestinvest's 'dog list' of underperforming funds.

Fund Performance | 21 Jul 2014

Revealed: Fund expert's top picks

Square Mile Investment Consulting & Research has launched its Academy of Funds, a showcase of all the funds the firm is prepared to recommend to clients.

Fund Performance | 16 Jul 2014

Can US stock markets keep on climbing?

US market valuations are not near bubble territory despite being at record highs, with the current rally different to the pre-crisis period because of resurgent US growth, veteran US equity manager Ed Cowart has said.

Markets | 14 Jul 2014

FTSE 100: This morning's risers and fallers

UK stocks fell for a third straight day on Wednesday as investors continued to show caution after the recent rally, with the focus on minutes of the latest Federal Reserve meeting due out this evening.

Fund Performance | 09 Jul 2014

Fund of the Fortnight: PFS TwentyFour Dynamic Bond

Every fortnight our research experts highlight a fund from their top-rated list. The latest: PFS TwentyFour Dynamic Bond

Fund Performance | 08 Jul 2014

Hunting for alpha: Four premium priced funds worth paying for

Fund managers have been feeling the squeeze on pricing this year, with distributors including Hargreaves Lansdown forcing down headline prices on funds as businesses adapt to the new world.

Portfolio Management | 07 Jul 2014
US flag

Five US funds that trounced peers amid the rally

With US equities marking 4 July celebrations by reaching fresh highs this week, Investment Week looks at the best performers of the past three years.

Fund Performance | 07 Jul 2014
City of London

Fund manager moves: Has industry turnover become excessive?

Research by trade publication Investment Week has revealed only half of managers in the major IMA sectors have run their funds for five years or more.

Fund Performance | 02 Jul 2014

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