Funds and Investment Trusts

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…

How to Pocket the Grey Pound

How to Pocket the Grey Pound

7 mins. to read

As seen in the latest issue of Master Investor Magazine It is estimated that the number of older people in the world – defined as those aged 60 or over – will increase from 901 million to more than 1.4 billion over the fifteen years to 2030. By the end of this period they will…

Pick the Right Benchmark to Get the Best Performance

Pick the Right Benchmark to Get the Best Performance

3 mins. to read

There was some interesting research published recently about the relative performance of shares and cash. Paul Lewis, the presenter of Radio 4’s Moneybox programme, compared the returns from a FTSE 100 tracker fund with the interest you could get by investing in the ‘best buy’ one year savings bonds. The traditional view is that the…

The Pitfalls of Open-Ended Property Funds

The Pitfalls of Open-Ended Property Funds

3 mins. to read

Investors with long memories may have been spooked by the recent activity in the Investment Association’s property sector. A number of fund providers, including Aberdeen, Henderson, M&G and Standard Life Investments, have switched from their normal offer price to the lower bid or mid price. This has reduced the value of these holdings by as…

Head in the Cloud

Head in the Cloud

7 mins. to read

As seen in the lastest issue of Master Investor Magazine Investing in companies that develop or utilise new technology can be a rewarding but risky business. If you had money in the markets during the run up to the dot.com bubble that burst so dramatically in March 2000, you will know exactly what I mean.…

Decent Entry Point for P2P Global Investments?

Decent Entry Point for P2P Global Investments?

3 mins. to read

Investors who are looking for an attractive source of income may want to think about using a portfolio of peer-to-peer loans. The obvious way to do this would be to open an account at a lending platform such as Zopa, Ratesetter or Funding Circle, but the easier – and currently better value – option would…