Fund Research & Insights

Flurry of Fund Launches in Time for ISA Season

Market News - February 24, 2017

February has seen flurry of new fund launches, as the investment industry gears up for what it hopes will be a better ISA season than 2016, when inflows stood at record lows. The biggest launch is expected to be from Woodford Investment Management, which is launching a new Income Focus fund before the end of the tax year. Elsewhere there have been a number of high profile fund manager changes. Woodford Launches Higher Income Fund...

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Woodford Income Focus Fund Launch: All the Details

Market News - February 23, 2017

Neil Woodford has today confirmed that he will be launching a new Income Focus fund on March 20, subject to regulatory approval. Speaking to journalists in London he said this would be the final fund he will manage for Woodford Funds, completing plans set out at the launch of the company three years ago. However, he added that investors should expect the firm to launch other funds in the future, run by managers yet to...

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What are Outcome Oriented Funds?

Market News - February 22, 2017

  https://factbook.wistia.com/medias/i59dkyp2uk Emma Wall: Hello, and welcome to the Morningstar series, 'Ask the Expert'. I'm Emma Wall. I'm joined today by Morningstar's Randal Goldsmith. Hello, Randal. Randal Goldsmith: Hi, Emma. Wall: So, what is an outcome-oriented fund? Goldsmith: Okay. So, an outcome-oriented fund is a fund that's managed to a specific objective, be it a target return, target risk, or target income as distinct...

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Which is the Best UK Equity Income Fund?

Market News - February 15, 2017

UK investors looking for regular income have long favoured home-grown companies. According to Morningstar Direct, more than £57 billion is invested in open-end UK equity income funds – despite outflows over the past year. Thanks to record low interest rates, over the past five years UK equity income has proved one of the most popular fund sectors. Investors who would usually rely on government bonds and cash to provide them with a regular income...

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Will Trump’s Policies Provide a Boost or Brake on Healthcare Funds?

Market News - February 7, 2017

All eyes were on the global healthcare sector throughout 2016, as its prospects seemed inextricably linked to the outcome of the US presidential campaign. Hillary Clinton – the frontrunner for much of the race – had threatened to cap the price of some drugs, and markets responded accordingly. The Morningstar Sector Equity Healthcare funds saw significant outflows compared with previous years, with more than £51 million leaving UK-domiciled funds, versus net inflows of almost £64 million...

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Biggest and Best Emerging Market Bond Funds

Market News - January 23, 2017

3 Biggest Emerging Market Bond Funds Templeton Emerging Markets Bond The $4 billion fund is managed by the experienced managers Michael Hasenstab and Laura Burakreis, who implement a very high-conviction approach. The managers are known for sometimes building quite large stakes in unloved sovereign credits and being highly active in managing duration and currency exposure. They are backed by a well-resourced team of economist and country analysts. The fund has a Morningstar Analyst...

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Biggest and Best Performing Commodity Funds

Market News - January 23, 2017

3 Largest Commodity Funds The BGF World Mining fund has a Morningstar Analyst Rating of Silver and has been managed by Evy Hambro since its launch in 1997. Hambro is a seasoned mining investor who enjoys the support of co-manager Olivia Markham and a well-resourced team of talented analysts. Through a rigorous assessment of commodity price trends over the long term and company analysis, the management team seeks to identify established, high quality...

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How Sustainable are European Equity Funds?

Market News - January 19, 2017

It is commonly believed that sustainable investing is only about those who opt for investments that reflect their values. But times are changing; large numbers of asset managers are incorporating environmental, social and governance considerations into their investment processes. And this is not statement on values, it is because they find ESG evaluations can lead to more sustainable financial returns. In a similar way, we believe investors should also be better informed on the ESG...

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Beware Passive Funds’ Secret Fees

Market News - January 13, 2017

“We like passive funds, we are truly agnostic when it comes to active versus passive,” says Rob Burdett, co-head of the multi-manager team at F&C, part of BMO Asset Management. “But we are concerned that some adviser-led investors are actually paying more for passive funds than they would an actively managed solution – and are subsequently underperforming the market.” Instead, Burdett advocates a fund-of-funds approach – professional investors using actively...

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5 Best Performing Funds of 2016

Market News - January 6, 2017

Emerging markets and commodity funds were among the top five best performing last year, data from Morningstar Direct showed. 2016 was a turnaround year for both sectors – in they were the worst performing funds and sectors. What caused the change in fortune? The rally in commodity prices was a significant tailwind, as was the greater economic and political stability in China. The Bronze Rated JP Morgan Natural Resources fund and the Gold Rated BlackRock Gold...

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