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Funds
May 15, 2024
How UK value funds are beating the market
From overseas holdings to bets on runaway stocks, value funds differ notably
May 15, 2024
Shares I love: Coats
This manufacturing group proved its resilience in a tough period for the industry, says Tellworth UK Smaller Companies's manager James Gerlis
May 15, 2024
Shares I love: XPS Pensions
This pension consultancy has secure revenue streams and attractive margins, says Strategic Equity Capital's manager Ken Wotton
May 14, 2024
Healthcare funds roar back to life
An unloved sector is fast regaining momentum
May 13, 2024
Will US or Chinese shares offer investors the best return?
And does it count as diversification when the countries are a risk to each other? James Norrington reports
May 10, 2024
A fresh twist for investment trust mergers
An unusual development highlights a new possibility for trusts
May 08, 2024
Mid-cap stocks that will benefit from rate cuts
It now looks likely that the Bank of England will cut interest rates before the Federal Reserve, and the FTSE’s mid-cap companies will benefit the most
May 08, 2024
Use 'macro funds' to diversify your portfolio
Managers of hedge, capital preservation and bond funds inevitably end up focusing on the bigger picture – often to the benefit of their investors
May 03, 2024
The funds beating the S&P 500
A handful of US equity funds are ahead of a strong market
May 01, 2024
How to make sure your fund's performing
Investors often struggle to find fund performance data – we look at the tools out there, and how to interpret the numbers
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