The unique advantage of equity investment
Fund Manager View: 25/04/2017

The unique advantage of equity investment

Terry Smith, chief executive of Fundsmith and manager of the Fundsmith Equity Fund, explains why shares have a rarely-discussed advantage over other forms of investment.

Woodford Patient Capital Trust update
Fund Research: 24/04/2017

Woodford Patient Capital Trust update

Rob Morgan looks at the recent performance of Neil Woodford’s investment trust specialising in innovative growth companies.

Bruce Stout: Few places to hide in a high valuation world
Fund Research: 24/04/2017

Bruce Stout: Few places to hide in a high valuation world

Aberdeen World Equity Income manager Bruce Stout is proceeding with caution this year as he considers many equities and bonds to be expensive.

A successful launch for Polar Capital UK Value Opportunities Fund
Fund Research: 20/04/2017

A successful launch for Polar Capital UK Value Opportunities...

We highlighted this fund as an interesting new launch in January. Ben Johnson takes an early look at how it is invested.


Older News

Investing in America’s turnarounds
Fund Research: 19/04/2017

Investing in America’s turnarounds

Fidelity American Special Situations Fund is a recent addition to our Foundation Fundlist. Rob Morgan provides more detail on how it invests.

The best ISA funds last tax year
Fund Research: 12/04/2017

The best ISA funds last tax year

Rob Morgan looks at which funds provided the strongest returns over the 2016/17 tax year.

Why a pension could be better than a Lifetime ISA
Direct Comment: 12/04/2017

Why a pension could be better than a Lifetime ISA

The Lifetime ISA promises to be a useful product, but pensions remain the primary means for investing towards retirement. Rob Morgan explains.

The most popular funds in March on Charles Stanley Direct
Fund Research: 11/04/2017

The most popular funds in March on Charles Stanley Direct

Rob Morgan looks at the funds most commonly bought and sold by our customers in March 2017.

Does your portfolio need a spring clean?
Direct Comment: 07/04/2017

Does your portfolio need a spring clean?

Spring is a perfect time to take a fresh look at your portfolio. Rob Morgan looks at five ways to check it’s working as hard as possible for you.

New tax year, new allowances
Direct Comment: 06/04/2017

New tax year, new allowances

Rob Morgan rounds up the key allowances and limits for the 2017/18 tax year.

The case for European shares is growing
Fund Research: 05/04/2017

The case for European shares is growing

The economic backdrop in Europe appears to be increasingly positive, so is it worth investors considering increasing their exposure?

Foundation Fundlist changes - North America sector
Fund Research: 05/04/2017

Foundation Fundlist changes - North America sector

Rob Morgan explains the reasoning behind changes in funds representing US equities on our list of preferred investments.