Fund news & research from FE Trustnet

Talk of eurozone collapse is far-fetched, says Wells

Andrew Wells — Wed, 16 May 2012 10:00:00 PDT

Fidelity’s global fixed income CIO says that although Greece remains on a knife-edge, its relatively small role in the European economy means its exit from the single currency won’t be the disaster everyone is predicting.

Gilts lose "safen haven" status

Mark Smith — Wed, 16 May 2012 09:00:00 PDT

While traditionally seen as a riskier asset class, corporate fixed interest is now arguably a safer bet than UK government bonds.

High-growth regions your BRIC fund is missing out on

Thomas McMahon — Wed, 16 May 2012 07:45:00 PDT

As more traditional emerging market countries begin to falter, the likes of Indonesia, Malaysia and Turkey have stepped in to take their place.

Single-country BRIC funds for your portfolio

Mark Smith — Wed, 16 May 2012 05:30:00 PDT

A number of the top performing regional emerging market funds have soft-closed, but there are few strong replacements ready to fill the void.

BRIC funds trounced by GEM rivals

Joshua Ausden — Wed, 16 May 2012 04:00:00 PDT

The flexibility of more general emerging market funds has allowed them to protect themselves better than their BRIC counterparts during turbulent periods.

“Flawed” BRIC funds come under fire

Thomas McMahon — Wed, 16 May 2012 01:00:00 PDT

The products are neither focused enough for a high-conviction play on a certain country nor diverse enough to be considered emerging market funds.

Doll: Bull market set to endure

Mark Smith — Tue, 15 May 2012 10:45:00 PDT

BlackRock’s chief equity strategist says investors are so bogged down in potential risks that they are failing to capitalise on the prevailing strength of the US economy.

SIPPs beat pensions in satisfaction survey

Mark Smith — Tue, 15 May 2012 08:00:00 PDT

While most investors remain disappointed by the performance of their SIPP, they are much happier than personal and stakeholder pension contributors.

Mackersie: Why I’m 80% in technology

Joshua Ausden — Tue, 15 May 2012 06:30:00 PDT

The manager of the sector-leading Unicorn Free Spirit fund says fears of a dotcom-style bubble are way off the mark.

Ten stocks your portfolio could do without

Mark Smith — Tue, 15 May 2012 05:00:00 PDT

Fund managers and equity specialists tell FE Trustnet which popular companies they are choosing to avoid.

Unprecedented value in battered UK property

Thomas McMahon — Tue, 15 May 2012 04:00:00 PDT

The sector is under-researched and out of favour, meaning bargains are commonplace for those who know where to look for them.

Long and painful summer ahead, says Jones

Bryn Jones — Tue, 15 May 2012 02:00:00 PDT

As voters across Europe reject austerity measures and yields on government bonds fall to record lows, Rathbones’ fixed income director can find little to be positive about in the months ahead.

FSA releases draft statement on product intervention rules

www.StructuredRetailProducts.com — Mon, 14 May 2012 17:00:00 PDT

Investment trusts pile into UK and US

Association of Investment Companies — Mon, 14 May 2012 10:00:00 PDT

The Association of Investment Companies (AIC) looks at how asset allocation has changed in the last 12 months, and which trusts have made the biggest regional moves.

Eurozone crisis “irrelevant” to global growth

Thomas McMahon — Mon, 14 May 2012 08:30:00 PDT

As more emerging markets move away from an export-led economic model and re-focus their efforts on servicing their burgeoning middle classes, their reliance on demand from the West is beginning to decline.

Tech funds braced for mass inflows

Joshua Ausden — Mon, 14 May 2012 06:30:00 PDT

After 10 years in the wilderness, there is a renewed interest in the sector.

Funds that have weathered the eurozone sell-off

Joshua Ausden — Mon, 14 May 2012 04:45:00 PDT

FE Trustnet takes a look at the UK funds that have managed to effectively protect against the downside since the highs of mid-March.

Jane: Euro collapse is inevitable

Thomas McMahon — Mon, 14 May 2012 03:30:00 PDT

The former head of equities at M&G says the demise of the single currency will be a blessing in disguise for everyone involved.

McClure’s growth & income picks of 2012

Joshua Ausden — Mon, 14 May 2012 01:00:00 PDT

FE Alpha Manager and small cap expert John McClure talks to FE Trustnet about his favourite dividend-yielding stocks this year.

Five funds with the wind in their sails

Anthony Luzio — Sun, 13 May 2012 04:00:00 PDT

A group of financial advisers reveal to FE Trustnet the funds that are gathering momentum despite being out of favour or relatively unknown as little as 12 months ago.

Fund focus: Schroder European

Old Broad Street Research — Sun, 13 May 2012 01:00:00 PDT

Manager Martin Skanberg takes a bottom-up approach as he seeks to outperform his benchmark without taking on excessive volatility.

Low growth environment perfect for small caps, says Romeo

Royce & Associates — Sat, 12 May 2012 07:00:00 PDT

Historical comparisons suggest a significant rebound in US smaller companies is on the way, according to the Legg Mason manager.

Mundy: Why pharmaceuticals won’t hit tobacco’s heights

Alastair Mundy — Sat, 12 May 2012 03:30:00 PDT

The Investec manager says the people drawing parallels between the sectors are simply being naïve and are trying to convince themselves they won’t miss out on the next big thing.

Russian reforms lay foundations for stock market surge

Thomas McMahon — Fri, 11 May 2012 10:00:00 PDT

President Vladimir Putin is serious about opening the door to foreign investors, and the economy is stronger than many believe.

Why gold is losing its sparkle

Joshua Ausden — Fri, 11 May 2012 08:00:00 PDT

The price of bullion has dipped below the $1,600 mark for the first time this year as short-term speculators begin to look elsewhere.

Global funds: The adventurous choice

Thomas McMahon — Fri, 11 May 2012 06:15:00 PDT

Fidelity Global Industrials has strongly outperformed its sector in rising markets, making it an option for bullish investors.

Global funds: The balanced choice

Mark Smith — Fri, 11 May 2012 05:00:00 PDT

With M&G Global Dividend, FE Alpha Manager Stuart Rhodes has taken advantage of the growing trend for investors to look outside the UK for income.

Global funds: The cautious choice

Joshua Ausden — Fri, 11 May 2012 04:15:00 PDT

Trojan Capital is typical of Troy Asset Management’s offerings, shielding itself from the worst of crashes and providing steady returns when markets rally.

Investors overlook top-performing Global funds

Mark Smith — Fri, 11 May 2012 01:00:00 PDT

Lesser-known funds lead the sector but the majority of cash is concentrated in just a few middle-of-the-road giants.

RBS head of exotic trading departs

www.StructuredRetailProducts.com — Thu, 10 May 2012 17:00:00 PDT

China adapts to declining export market

Stuart Parks — Thu, 10 May 2012 10:00:00 PDT

While the world’s second-largest economy is unlikely to repeat its spectacular performance of the past 10 years, its growth is likely to remain the envy of the West for some time to come.

Lord Oakeshott: Buy property for safe haven income

Thomas McMahon — Thu, 10 May 2012 08:45:00 PDT

The former Liberal Democrat spokesperson says the sector rewards investors handsomely for taking on a little extra risk.

The best smartphone apps for IFAs

Mark Smith — Thu, 10 May 2012 06:00:00 PDT

FE Trustnet has compiled a list of applications that try to make an adviser’s life that little bit easier.

Woodford regains flawless record

Joshua Ausden — Thu, 10 May 2012 05:15:00 PDT

The FE Alpha Manager’s stability during the turmoil of the past 12 months has more than compensated for his underperformance in 2009 and 2010.

Investors urged to take advantage of Greece turmoil

Thomas McMahon — Thu, 10 May 2012 03:30:00 PDT

Confidence has been badly hit by the latest developments in the eurozone crisis, but financial advisers say this is the perfect time to buy.

Unprecedented value in battered India, says Cornell

Mark Smith — Thu, 10 May 2012 01:00:00 PDT

The manager says the poor sentiment that currently surrounds the region overlooks its potential for spectacular growth over the next five years.

Fund house drops performance fees

Mark Smith — Wed, 09 May 2012 10:00:00 PDT

BDT hopes the move will make its products more likely to appear on IFAs’ buy-lists.

Cheap investment trusts for your portfolio

Joshua Ausden — Wed, 09 May 2012 08:15:00 PDT

FE Trustnet takes a closer look at some sector-leading portfolios in the AIC universe that are inexpensive, even by the standards of the closed-ended space.

IFAs reluctant to sell trusts despite RDR

Mark Smith — Wed, 09 May 2012 06:30:00 PDT

With the deadline for the Retail Distribution Review looming, the industry still seems unsure of what it means for closed-ended funds.

High-growth trusts for the long-term investor

Thomas McMahon — Wed, 09 May 2012 05:00:00 PDT

FE Trustnet looks at three specialist trusts with a track-record of strong returns.

Woodford and Nimmo trusts upstage flagship funds

Joshua Ausden — Wed, 09 May 2012 03:30:00 PDT

Investors who only hold open-ended vehicles are missing out on the best-performing portfolios of some of the biggest names in the industry.

Star managers of the investment trust industry

Mark Smith — Wed, 09 May 2012 01:00:00 PDT

FE Trustnet takes a closer look at James Anderson, John Pennink and Lord Jacob Rothschild, three of the most highly rated managers in the closed-ended space.

BAML's head of flow EQD departs

www.StructuredRetailProducts.com — Tue, 08 May 2012 17:00:00 PDT

Invesco’s Anness: Equities set to double within 10 years

Thomas McMahon — Tue, 08 May 2012 10:00:00 PDT

The manager says that using historical comparisons, current P/E ratios suggest stocks should provide an average annual return of 10.6 per cent over the next decade.

Tulloch and Lau wary of global "recovery"

Mark Smith — Tue, 08 May 2012 08:00:00 PDT

First State’s sector-leading emerging markets managers are adopting a cautious approach given the risks that continue to threaten the world economy.

IMA hits back at critics of TER

Joshua Ausden — Tue, 08 May 2012 06:00:00 PDT

The industry body says any fees not included in the total expense ratio “are pretty immaterial” and that RDR should sort out any imperfections that do exist in the current model.

Political upheaval in eurozone threatens market stability

Mark Smith — Tue, 08 May 2012 04:45:00 PDT

Industry experts say Greece’s inability to form a government means its exit from the single currency is now inevitable, while Francois Hollande’s victory in France marks another turning point.

McClure: Beware of dividend risk in UK Equity Income

Joshua Ausden — Tue, 08 May 2012 03:45:00 PDT

An over-reliance on a handful of stocks means that if one company hits a rough patch it could be disastrous for the entire sector.

'Product intervention' to rebuild confidence and trust, says FSA's Wheatley

www.StructuredRetailProducts.com — Mon, 07 May 2012 17:00:00 PDT

Riding the world’s riskiest markets

Thomas McMahon — Mon, 07 May 2012 01:00:00 PDT

FE Trustnet looks at some options for the investor looking to beat the crowd into high-risk, high-return destinations.

SIPPs: Managing your own money in middle-age

Pascal Dowling — Sun, 06 May 2012 03:30:00 PDT

Low returns from fixed income products and the rising cost of living mean pensioners can no longer shield themselves from risk if they want to live out their retirement comfortably.

How Russia has turned a corner

Javier Garcia — Sun, 06 May 2012 01:00:00 PDT

Reforms aimed at reducing the extent to which the country relies on oil will lead to improved corporate governance and better stock market returns, writes Swiss & Global's Javier Garcia.

IFAs warn mortgage holders not to panic over rate hikes

Anthony Luzio — Sat, 05 May 2012 07:00:00 PDT

Investors tempted to use any spare cash to pay off their home loans need to stop and think about how they can make that money work harder for them, say financial advisers.

Hong Kong ETF [del.icio.us]

trustnet — Sat, 05 May 2012 02:51:03 PDT

Check out our help section to get more information regarding Hong Kong Exchange Traded Funds; also find research articles of fund performance.

Mutual Funds [del.icio.us]

trustnet — Sat, 05 May 2012 02:50:44 PDT

Visit us to find the detailed compiled information of best performing mutual funds investments options in Hong Kong.

Hong Kong Provident Fund [del.icio.us]

trustnet — Sat, 05 May 2012 02:50:16 PDT

Check out the comprehensive fund daily prices, performance league tables, and fund, group factsheets for investors Mandatory Provident funds (MPF).

MPF Hong Kong [del.icio.us]

trustnet — Sat, 05 May 2012 02:49:59 PDT

Find with us a comprehensive news, research, prices, performance information and fund factsheets for investors in Hong Kong.

Hong Kong Provident Fund [del.icio.us]

trustnet — Sat, 05 May 2012 02:49:41 PDT

Check out our website for daily updated analysis and prices, performance data, news & research articles of fund performance during the time.

Look to the US for income and growth, says JPM’s Elliott

Mark Smith — Fri, 04 May 2012 10:30:00 PDT

With banks awash with cash and GDP higher than it was in the run-up to the financial crisis, the world’s largest economy looks set to go from strength to strength.

Quotes of the week

Mark Smith — Fri, 04 May 2012 08:00:00 PDT

FE Trustnet reviews the most noteworthy comments from this week’s news stories and the most interesting responses from our readers.

UK Equity Income: The adventurous choice

Mark Smith — Fri, 04 May 2012 06:15:00 PDT

Most funds in the sector invest in the UK’s largest dividend holders but optimistic investors should look for funds with more cyclical exposure.

UK Equity Income: The balanced choice

Thomas McMahon — Fri, 04 May 2012 05:00:00 PDT

A fund run by FE Alpha Managers Jan Luthman and Stephen Bailey offers investors the chance to outperform in both rising and falling markets.

UK Equity Income: The cautious choice

Mark Smith — Fri, 04 May 2012 03:45:00 PDT

Invesco Perpetual’s offerings dominate the sector, but one cheaper fund has outperformed these two over three years, with a higher yield and lower volatility.

Risk-averse funds top UK Equity Income sector

Joshua Ausden — Fri, 04 May 2012 01:00:00 PDT

The ability to protect against the downside during falling markets has been the key to success in the last decade.

Investors shun funds as fears of downturn linger

Thomas McMahon — Thu, 03 May 2012 10:00:00 PDT

Sales figures suggest that the strong start to the year made by equities has failed to quell fears of a 2011-style slump.

Why investors can’t rely on the media

Colin McLean — Thu, 03 May 2012 08:00:00 PDT

SVM’s Colin McLean says the lack of coverage that recent political unrest in Africa received underlines the importance of carrying out independent research.

Apple is a bubble waiting to burst, says David Jane

Mark Smith — Thu, 03 May 2012 06:15:00 PDT

The fund manager says demand for the technology giant’s products is driven by peer pressure and will dry up as soon as the next “must-have” gadget comes along.

Global small cap funds for your portfolio

Thomas McMahon — Thu, 03 May 2012 05:00:00 PDT

FE Trustnet looks at some of the best-performing smaller companies portfolios focused on regions such as Japan, Europe and the US.

Star manager Gray unmoved by market optimism

Joshua Ausden — Thu, 03 May 2012 03:45:00 PDT

The FE Alpha Manager says many investors have underestimated the impact of the eurozone fallout and even another round of quantitative easing wouldn’t tempt him into riskier assets.

Markets are expensive, says RWC’s equity team

Mark Smith — Thu, 03 May 2012 01:00:00 PDT

Low dividend yields and the prospect of a prolonged period of deleveraging in the West mean that good value stocks are few and far between.