Funds and Investment Trusts

To hedge or not to hedge, that is the question

To hedge or not to hedge, that is the question

2 mins. to read

Two of the strongest performing markets in recent years have been Europe ex UK and Japan. Analysis by FE Trustnet suggests that the average open-ended fund in each of these sectors has returned 65.6% and 53.8% respectively over the last 36 months, but it could have been even better. Most of these funds do not…

Quality Will Out

Quality Will Out

7 mins. to read

As seen in this month’s Master Investor Magazine There are many different ways that active fund managers approach the challenge of beating the market. Some are mainly price driven and will buy a stock even if they don’t rate the business as long as they think they can make money out of it. Others take…

We are all in it together

We are all in it together

2 mins. to read

A few months ago I came across an interesting report that examined which managers have the highest personal stakes in their funds. It is an important issue because those with a considerable exposure have an added incentive to ensure that they work in their investors’ best interests, yet you rarely hear anything about it. The…