Fund Research & Insights

3 Biggest and Best Global Funds

Market News - May 31, 2018

Largest Fund Malcolm MacColl, Spencer Adair, and Charles Plowden have managed Baillie Gifford Global Alpha Growth which carries a Morningstar Analyst Rating of Bronze, since its June 2010 inception and have been with the firm for an average of 23 years. The managers follow Baillie Gifford’s tried and tested fundamentally-based, long term approach that seeks companies with competitive advantages and superior business models that generate above-average earnings growth. The managers pay little...

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Is it Time to Dump Woodford?

Market News - September 27, 2017

  Investing personalities are often subjected to the age-old question: Is it skill or is it luck? From Warren Buffett to Neil Woodford, periods of underperformance often coincide with bad luck and harsh criticism regarding the alpha they can provide. In this regard, investing in valuation-driven, high conviction managers becomes more complex than it needs to be, as many investors pull out of a fund at the earliest sign of underperformance. Instead, we...

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How Global Income Funds Differ

Market News - September 26, 2017

  Funds in the Global Equity Income category are expected to share one characteristic: Their portfolio dividend yield should be higher than the yield offered by the broader market. Yet, how funds arrive at the portfolio yield can differ. Some funds like Kempen Global High Dividend apply an absolute dividend yield hurdle, 3% minimum dividend yield at initiation, for their portfolio candidates, while others like Newton Global Income apply a relative yield screen, considering only...

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3 Top Rated Emerging Markets Funds

Market News - July 14, 2017

Aberdeen Emerging Markets Equity Long-term focused investors will find Aberdeen Emerging Markets an excellent fit. A large, well-resourced investment team is led by Devan Kaloo. An individual we hold in high regard, Kaloo has been at the firm since 2000 and, like a number of his colleagues, has spent the majority of his investment career at the firm. Kaloo also acts as global head of equities, a role he took on in July...

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Investors Shun UK Equity Income Funds

Market News - June 23, 2017

UK equity income funds used to be the most popular sector among individual investors – pulling in billions of pounds, managed by household names and forming the core of millions of investors’ portfolios. In 2014, UK equity income funds attracted £2.7 billion of cash. In 2015, the funds pulled in £677 million. But last year saw an about turn in popularity for the sector; investors pulled £3 billion out of UK equity income funds in...

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3 Gold Rated Income Funds

Market News - June 13, 2017

Inflation has hit a four year high today in the UK – up to 2.9%. The CPI measure of inflation rose from 2.7% the previous month, the Office for National Statistics has revealed. This is against a Bank of England target of 2%. RPI rose from 3.5% to 3.7%. “The rise of inflation to 2.9% means no end is in sight for hard-pressed consumers who see prices rising but growth...

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Woodford New Fund Launch Fails to Match Past Flows

Market News - April 27, 2017

April has been a busy month for investors: the unexpected news that there will be a General Election in June has caused markets to wobble, as has the first round of the French Presidential elections. There was a handful of new funds launched too – and mixed fortunes reported for some of the UK’s biggest fund management houses. New Woodford Fund Raises £533m The Woodford Income Focus fund raised £553 million during its initial offer...

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BlackRock’s Hambro: Political Uncertainty is Good for Gold

Market News - April 27, 2017

https://www.youtube.com/watch?v=ZYLJQ0M9NGM Emma Wall: Hello, and welcome to the Morningstar series, "Why Should I Invest With You?" I'm Emma Wall and I'm joined today by BlackRock's Evy Hambro, Manager of the Gold and General Fund. Hello, Evy. Evy Hambro: Hi, Emma. How are you? Wall: I'm very well. Thank you. Looking at your three-year figures, very positive, up 12% on an annualised basis. But it...

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How to Profit from the Rise of Robotics

Market News - April 13, 2017

Do you own a smartwatch that records how many minutes you walk every single day? The wearable technology monitors your health by checking vital medical signs. Clever tech is entering your home too, taking the effort out of chores, a robot vacuum can work wonders. But have you ever thought of investing in these innovations? The number of domestic household robots is set to increase to 31 million between 2016 and 2019, up from just...

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Best Performing Funds Since Brexit Revealed

Market News - April 7, 2017

On Friday June 24, the FTSE 100 plunged 10%, dragging down markets across the globe with it as the world digested news the UK had voted to leave the European Union. But the pain was short-lived, just one week later the majority of investments had rallied to regain their losses – and kept on climbing. In the second half of the year, thanks to sterling devaluation, saw the FTSE 100 hit several all-time-highs...

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