Funds and Investment Trusts

How to build the ideal income portfolio – MAGAZINE EXCLUSIVE

In search of income, Nick Sudbury looks at four fund portfolios, each with different risk weightings, selected by the experts.

The hedge funds that could protect your portfolio in a market sell-off

Now could be a good time to dip into BH Macro and BH Global. The change in the macro environment…

What do the best and worst performing funds tell us about the market?

Nick Sudbury looks at the best and worst performing funds and investment trusts over the last 12 months.

The fund that has outperformed in 14 of the last 15 years

Neil Hermon’s excellent long-term track record in charge of the Henderson Smaller Companies investment trust has transformed the fund into…

Half a century of rising dividends – MAGAZINE EXCLUSIVE

James Faulkner interviews Job Curtis, manager of the £1.4 billion City of London Investment Trust, which has grown its annual…

The value funds that could benefit from higher interest rates

Historically, a rising interest rate environment has tended to favour value, so now could be the perfect time to increase…

The value fund that has outperformed

Investec Global Special Situations is a global value fund that has produced some excellent returns despite the fact that value…

What will the end of QE mean for European equity funds?

Nick Sudbury looks at the performance of European equity funds during the period of QE and assess what is going…

Healthcare and Biotech funds: A promising prognosis – MAGAZINE EXCLUSIVE

There are only a handful of investment trusts and funds that concentrate on healthcare and biotech. Nick Sudbury looks at…

Buying opportunity for Vietnam Enterprise Investments

Numis have just added the Vietnam Enterprise Investments trust as a trading buy following a recent correction, as they believe…