Funds to recession-proof your investment portfolio

The UK economy is highly likely to fall into a recession due to coronavirus and people being told to stay at home, with some experts saying it is now ‘imminent’. Markets continue to be rocked by the ongoing coronavirus pandemic and the economic problems it is causing around the world, with both the FTSE 100 … Read more

£15bn of savers’ money stuck in property funds after a slew went into lockdown over coronavirus

Almost £15bn of savers’ money now stuck in property funds after a slew went into lockdown amid concerns over coronavirus By Lucy White For The Daily Mail Published: 23:02 GMT, 18 March 2020 | Updated: 23:02 GMT, 18 March 2020 Almost £15 billion of savers’ money is now stuck in property funds after a slew … Read more

Aviva, Janus Henderson and Kames suspend property funds amid coronavirus market panic

Aviva, Janus Henderson and Kames Capital suspend property funds amid coronavirus market panic as experts predict others will follow suit Kames Capital gated trading on £585million Property Income fund yesterday This morning, Janus Henderson and Aviva also suspended their property funds Industry commentators insist this should spell the end of such structures ‘to avoid damaging … Read more

The green investment funds which can make you rich and save the planet

Activists like Greta Thunberg have put climate change at the top of the agenda As Greta Thunberg puts the environment at the top of the agenda and even bakery chain Greggs sees the financial benefits of a vegan sausage roll, the investment industry is responding to changing customer demand. Imagine if we all used our … Read more

Defensive investment funds are still making money for investors 

Defensive investment funds are still making money for investors despite the market turbulence By Daily Mail City & Finance Reporter Published: 22:21 GMT, 16 March 2020 | Updated: 22:21 GMT, 16 March 2020 Defensive investment funds managed by the likes of Ruffer and Brevan Howard have been making money for savers despite the market turbulence.  … Read more

How active funds can protect your savings in turbulent times

The havoc in the stock markets caused by the oil price war, coronavirus and the US travel ban has left one group of private investors particularly out-of-pocket and angry. These are investors in index-trackers which have been hard hit in the nerve-jangling rollercoaster of the past week. As we stand on the brink of a … Read more

Asset managers M&G and Standard Life see billions pulled out of funds

Asset managers M&G and Standard Life see billions pulled out of funds in sign savers are shunning active stock-pickers By Lucy White For The Daily Mail Published: 22:49 GMT, 10 March 2020 | Updated: 22:49 GMT, 10 March 2020 Two of Britain’s biggest asset managers saw investors pull billions of pounds out of their funds … Read more

ALEX BRUMMER: Coronavirus crisis could restore trust in active funds

ALEX BRUMMER: Why the Coronavirus crisis could restore trust in active fund managers By Alex Brummer for the Daily Mail Published: 22:50 GMT, 10 March 2020 | Updated: 22:50 GMT, 10 March 2020 There is no escaping the reality that it has been a terrible time for active fund management.  But it is possible that … Read more

Funds and trusts that rose as stock markets fell on coronavirus fears

While investors watched their portfolios with concern as stock markets dropped on coronavirus fears, some funds and trusts climbed significantly. Recent weeks have seen worries worldwide as the COVID-19 virus spread outside of China – and after  brief bounce-back at the start of this week, shares are down heavily again yesterday and today. As has often been … Read more

Blue Whale Growth Fund’s impressive returns put it in exalted company

‘The philosophy is quite straightforward; we invest into high quality businesses at attractive prices,’ says Stephen Yiu, chief investment officer of Blue Whale Capital. That superficially simple approach has paid off in spades for Yiu and the Blue Whale Growth Fund he heads, which finds itself in exalted company. Its performance since inception two-and-a-half years … Read more