Funds and Investment Trusts

The Best and Worst Performers after Brexit

The Best and Worst Performers after Brexit

1 mins. to read

The surprise result of the EU referendum sent shockwaves through the financial markets and created a huge amount of volatility. You would normally expect a diversified fund to be relatively immune to this sort of turbulence, but there have been some huge price swings with double digit gains and losses in some of the most…

What You Need to Know about Leveraged ETFs

What You Need to Know about Leveraged ETFs

9 mins. to read

Exchange-traded funds (ETFs) have grown in popularity over the last few decades, as they offer a few advantages over other investment vehicles. In particular, retail investors can use them to achieve a much higher degree of diversification within their portfolios without incurring prohibitive fees, while also getting exposure to markets they wouldn’t otherwise be able…

A Defensive Core Fund for the Tougher Times Ahead

A Defensive Core Fund for the Tougher Times Ahead

4 mins. to read

The recent cut in interest rates and additional Quantitative Easing (QE) announced by the Bank of England has helped stock and bond prices to rally sharply after the initial post-referendum sell-off. It is too early to assess the impact of Brexit on the UK economy, although survey data suggest that the decision to leave the…

The Funds Hammered by Redemptions in the Wake of Brexit

The Funds Hammered by Redemptions in the Wake of Brexit

4 mins. to read

Equity funds domiciled in the UK and mainland Europe have suffered their biggest client outflows for almost five years. The data compiled by Morningstar suggests that Brexit was the biggest shock to investor confidence since the Eurozone crisis in the summer of 2011. The figures from the Investment Association are even more dramatic with retail…

A Possible Brexit Bargain: Fidelity Special Values

A Possible Brexit Bargain: Fidelity Special Values

3 mins. to read

The surprise result of the EU referendum created a lot of panic selling and although most of the Brexit bargains have now recovered there are still one or two opportunities to pick up a good long-term core portfolio holding at an attractive entry level. A prime example is Fidelity Special Values (LON:FSV), a £500m investment…

The Global Funds Least Exposed to Brexit

The Global Funds Least Exposed to Brexit

3 mins. to read

There have been some massive winners and losers since the result of the EU referendum was announced on June 24th. The main casualties have been UK-listed companies exposed to the domestic economy and their European counterparts, with the biggest beneficiaries being international businesses with dollar denominated earnings. It is highly likely that the political and…