The equity fund with the best risk-adjusted return
The best way to assess the performance of an active fund is to look at its risk-adjusted return, which measures…
7 years ago
Funds and Investment Trusts
The absolute return fund that is shorting Tesla
My colleague, Simon Cawkwell, writing in his Evil Diaries, recently described Tesla (NASDAQ:TSLA) as “surely…..the greatest short in the history of…
7 years ago
Skin in the game
Recent research by the broker Canaccord Genuity has highlighted which boards of directors and fund managers have the most significant…
7 years ago
The out-of-favour fund that is paying a 12.5% yield
Contrarian investors are always on the lookout for unloved securities where the bad news is already baked in and there…
7 years ago
Would you trust Putin with your money?
The dreadful nerve agent attack on the former Russian spy Sergei Skripal and his daughter Yulia in Salisbury on March…
7 years ago
Three overseas funds to diversify your income
Investors who want to generate a rising level of income will normally allocate a significant part of their portfolio to…
7 years ago
Don’t lose your balance
There are many different factors to take into account when deciding which funds to invest in, but the main determinant…
7 years ago
Three low volatility funds to protect your portfolio
Last week was another volatile one for investors with the main equity indices experiencing further sharp falls. Those who are…
7 years ago
New infrastructure fund provides global diversification
Infrastructure investment trusts have the potential to deliver steady, inflation beating returns, but most are heavily biased towards UK-based assets…
7 years ago
How to diversify through alternative assets
One of the most remarkable trends in the financial markets over the last few years has been the rise in…
7 years ago