Funds and Investment Trusts

Parting is such sweet sorrow: CF Miton UK Value Opportunities

It has recently been announced that the managers of CF Miton UK Value Opportunities are leaving and moving to Polar…

Impressive Returns from Phoenix Spree Deutschland

Last July I wrote about a closed-ended German residential property fund that had just listed in London. Unlike most of…

The Best Investment Companies for Income Drawdown

As seen in the latest issue of Master Investor Magazine. The new pension freedoms that were introduced in April 2015…

The Contrarian Bet Pays Off: Gold Funds Recover Strongly

On November 26th I wrote about the opportunity to buy gold mining funds at rock bottom prices. The main premise…

A Successful Blend: Witan Investment Trust

A multi-manager fund that allocates its money to a number of specialist, external managers has the potential to deliver consistent…

David versus Goliath: Ardevora UK Income

The UK Equity Income sector is home to a number of multi-billion pound funds, but it is a relative minnow…

Is It Time for Value Funds to Outperform?

Views differ as to whether it is better to be a value or a growth investor, but over the last…

Earn a 5.3% tax-free yield from your ISA

The Royal London Short Duration Global High Yield Bond Fund These are difficult times for income investors, but it is…

Safety First: The Ruffer Investment Company (RICA)

The recent market volatility has vividly highlighted the risks associated with mainstream equity funds. In the first few weeks of…

Investment Companies Vs OEICs: The Asian Total Return Fund

The AIC has recently published some interesting research that compares the risk and performance of investment companies and open-ended funds.…