Funds and Investment Trusts

David versus Goliath: Ardevora UK Income

David versus Goliath: Ardevora UK Income

2 mins. to read

The UK Equity Income sector is home to a number of multi-billion pound funds, but it is a relative minnow that is generating some of the strongest returns. Ardevora UK Income has just £222m in assets under management, yet it is the third-best performer over five years with a gain of 76.3% and also has…

Is It Time for Value Funds to Outperform?

Is It Time for Value Funds to Outperform?

3 mins. to read

Views differ as to whether it is better to be a value or a growth investor, but over the last few months there has only been one winner. Since the start of 2015 the FTSE 350 Lower Yield (growth) index has risen by about 1%, whereas its value based counterpart, the FTSE 350 Higher Yield…

Earn a 5.3% tax-free yield from your ISA

Earn a 5.3% tax-free yield from your ISA

2 mins. to read

The Royal London Short Duration Global High Yield Bond Fund These are difficult times for income investors, but it is still possible to earn a decent yield if you know where to look. A good example is the Royal London Short Duration Global High Yield Bond fund. This £314m OEIC has carved out a niche…

Safety First: The Ruffer Investment Company (RICA)

Safety First: The Ruffer Investment Company (RICA)

2 mins. to read

The recent market volatility has vividly highlighted the risks associated with mainstream equity funds. In the first few weeks of the year the FTSE 100 index lost more than 9% of its value and although it has since recovered not everyone is comfortable with these sorts of fluctuations in their wealth. Risk averse investors who…

The dangers of drawdown: BlackRock Income Strategies

The dangers of drawdown: BlackRock Income Strategies

2 mins. to read

The new pension freedoms introduced on 6th April 2015 gave people more flexibility over how they access their retirement savings. One of the most popular options has been income drawdown, which is where you leave your money invested and take an income from the portfolio. Since the change in the rules more than 120,000 retirees…

The ageing gunslinger rides back into town

The ageing gunslinger rides back into town

2 mins. to read

One of the advantages of having thousands of funds to choose from is that there is always the chance that you could stumble on a hidden gem. The Independent Investment Trust (IIT) is a good example and shows the benefit of having a free spirited manager who is prepared to back his judgement and put…

The fund making money in turbulent markets

The fund making money in turbulent markets

3 mins. to read

A lot of fund managers have struggled in the last few months, but a handful have come through with flying colours. One such is David Crawford, who runs City Financial Absolute Equity. According to data from FE Trustnet, this is the most successful open-ended fund over the last 12 months, with an impressive gain of…

Resilient performance by Troy Trojan

Resilient performance by Troy Trojan

1 mins. to read

The last few months have been a difficult time for investors, but anyone with money in the Troy Trojan fund will have felt a lot more comfortable than most. Over the course of January its multi-asset portfolio returned 1% compared to a 10.1% fall in the FTSE All-Share. It also did reasonably well in 2015…

A volatile month for funds

A volatile month for funds

2 mins. to read

January was a difficult month for the world’s stock markets, with weaker economic data in China, the US and the UK casting doubt on the strength of the global recovery. This prompted further intervention by the central banks, with the Bank of Japan adopting negative interest rates on the excess reserves deposited by financial institutions,…