Funds and Investment Trusts

Too much of a good thing can be bad for you…

Too much of a good thing can be bad for you…

2 mins. to read

…The funds with the largest exposure to an individual company I have written before about the superior performance of concentrated funds, but it is possible to take it too far. If a manager invests an overly large proportion of his portfolio in one particular company it could leave investors exposed to a significant level of…

A potential buying opportunity: Worldwide Healthcare Trust

A potential buying opportunity: Worldwide Healthcare Trust

1 mins. to read

Market sell-offs tend to provoke some rather indiscriminate selling, which can provide buying opportunities for more discerning longer term investors. One potential example is the Worldwide Healthcare Trust, a London listed investment trust that trades under the ticker WWH. The one billion pound fund aims to achieve a high level of capital growth by investing…

Three funds that have withstood the market sell-off

Three funds that have withstood the market sell-off

3 mins. to read

On June 17th I wrote about three cautiously managed investment trusts that had delivered steady returns while limiting the downside risk. Don’t let a Greek farce turn into a tragedy looked at funds that could protect your portfolio against the losses arising from a Greek debt default, but they should also be able to withstand…

Abenomics: the not so dismal science

Abenomics: the not so dismal science

6 mins. to read

The land of the rising sun has had more false dawns than most investors can remember, but the election of Prime Minister Shinzo Abe in December 2012 could go down in history as the point when it all changed. His radical policies that have come to be known as Abenomics are designed to breathe new…