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Fund research from FE Trustnet
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FE Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs
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SIPPs: What to do if you’re approaching retirement
IFAs say that it makes sense to sit tight and remain invested at the moment, despite the extreme volatility.
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Increased risk will trigger fee-waiver for Allianz funds
The group’s MD says he made the move as he wanted to put himself in IFAs’ shoes, although one financial adviser dismissed it as a “marketing ploy”.
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Eurozone hurtling towards breakup
The Greek economy is almost certainly doomed and drastic fiscal reform is needed for the single currency to survive, writes M&G’s Mike Riddell.
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Defensive products: Why it’s worth giving up the extra kick
Morgan Stanley’s Neville Godley explains why it may be worth accepting the probability of decreased returns in exchange for lower risk on two types of structured product.
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Run on European banks now a real possibility, say experts
Greeks have withdrawn around €3bn in the past 11 days and there are fears that similar panic could soon grip Spain.
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Why the smart investor should avoid Facebook
The numbers don’t support the spectacular hype surrounding the social networking giant’s IPO.
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Absolute Return: The adventurous choice
Investors who are comfortable with a fund manager who uses derivatives to hedge against down-side risk may want to consider Newton Real Return.
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Absolute Return: The balanced choice
Investors with an equal priority for returns and risk-protection have been clamouring to put their money into Standard Life’s flagship fund since its 2008 launch.
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Absolute Return: The cautious choice
The sector has come under fire for failing to match expectations, but one low-risk and easy-to-understand fund stands out.
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Absolute Return sector "not fit for purpose"
Many of the sector’s funds consistently fail to live up to their aim of delivering a return greater than zero and there is little else to connect them with one another.
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Invesco poised to cash in on eurozone meltdown
The group’s income team is currently defensively positioned but is ready to increase risk in all of its portfolios when the time is right.
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Jones: LTRO shake-out rewards low-risk strategy
The manager says his Rathbone Strategic Bond fund has proven its worth following the ECB’s injection of cheap money into the banking system.
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Euro tensions to spark 2008-style gold rally
The precious metal’s status as an alternative currency will stand it in good stead should a Greek default have a domino effect on the rest of the continent.
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Dobell: Market will reward patient investors
The manager of the top-performing M&G Recovery fund says the key to his success has been to stick to his convictions in difficult times.
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Serial underperformers of the fund management industry
New research shows that 24 funds in the IMA unit trust and OEIC universe have kept faith with a manager who has fallen short of his/her sector average over one, three, five and 10 years.
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Talk of eurozone collapse is far-fetched, says Wells
Fidelity’s global fixed income CIO says that although Greece remains on a knife-edge, its relatively small role in the European economy means its exit from the single currency won’t be the disaster everyone is predicting.
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Gilts lose "safen haven" status
While traditionally seen as a riskier asset class, corporate fixed interest is now arguably a safer bet than UK government bonds.
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High-growth regions your BRIC fund is missing out on
As more traditional emerging market countries begin to falter, the likes of Indonesia, Malaysia and Turkey have stepped in to take their place.
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Single-country BRIC funds for your portfolio
A number of the top performing regional emerging market funds have soft-closed, but there are few strong replacements ready to fill the void.
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BRIC funds trounced by GEM rivals
The flexibility of more general emerging market funds has ed them to protect themselves better than their BRIC counterparts during turbulent periods.
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“Flawed” BRIC funds come under fire
The products are neither focused enough for a high-conviction play on a certain country nor diverse enough to be considered emerging market funds.
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Doll: Bull market set to endure
BlackRock’s chief equity strategist says investors are so bogged down in potential risks that they are failing to capitalise on the prevailing strength of the US economy.
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SIPPs beat pensions in satisfaction survey
While most investors remain disappointed by the performance of their SIPP, they are much happier than personal and stakeholder pension contributors.
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Mackersie: Why I’m 80% in technology
The manager of the sector-leading Unicorn Free Spirit fund says fears of a dotcom-style bubble are way off the mark.
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Ten stocks your portfolio could do without
Fund managers and equity specialists tell FE Trustnet which popular companies they are choosing to avoid.
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Unprecedented value in battered UK property
The sector is under-researched and out of favour, meaning bargains are commonplace for those who know where to look for them.
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Long and painful summer ahead, says Jones
As voters across Europe reject austerity measures and yields on government bonds fall to record lows, Rathbones’ fixed income director can find little to be positive about in the months ahead.
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Investment trusts pile into UK and US
The Association of Investment Companies (AIC) looks at how asset allocation has changed in the last 12 months, and which trusts have made the biggest regional moves.
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Eurozone crisis “irrelevant” to global growth
As more emerging markets move away from an export-led economic model and re-focus their efforts on servicing their burgeoning middle classes, their reliance on demand from the West is beginning to decline.
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Tech funds braced for mass inflows
After 10 years in the wilderness, there is a renewed interest in the sector.
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Funds that have weathered the eurozone sell-off
FE Trustnet takes a look at the UK funds that have managed to effectively protect against the downside since the highs of mid-March.
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Jane: Euro collapse is inevitable
The former head of equities at M&G says the demise of the single currency will be a blessing in disguise for everyone involved.
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McClure’s growth & income picks of 2012
FE Alpha Manager and small cap expert John McClure talks to FE Trustnet about his favourite dividend-yielding stocks this year.
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Five funds with the wind in their sails
A group of financial advisers reveal to FE Trustnet the funds that are gathering momentum despite being out of favour or relatively unknown as little as 12 months ago.
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Fund focus: Schroder European
Manager Martin Skanberg takes a bottom-up approach as he seeks to outperform his benchmark without taking on excessive volatility.
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Low growth environment perfect for small caps, says Romeo
Historical comparisons suggest a significant rebound in US smaller companies is on the way, according to the Legg Mason manager.
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Mundy: Why pharmaceuticals won’t hit tobacco’s heights
The Investec manager says the people drawing parallels between the sectors are simply being naïve and are trying to convince themselves they won’t miss out on the next big thing.
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Russian reforms lay foundations for stock market surge
President Vladimir Putin is serious about opening the door to foreign investors, and the economy is stronger than many believe.
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Why gold is losing its sparkle
The price of bullion has dipped below the $1,600 mark for the first time this year as short-term speculators begin to look elsewhere.
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Global funds: The adventurous choice
Fidelity Global Industrials has strongly outperformed its sector in rising markets, making it an option for bullish investors.
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Global funds: The balanced choice
With M&G Global Dividend, FE Alpha Manager Stuart Rhodes has taken advantage of the growing trend for investors to look outside the UK for income.
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Global funds: The cautious choice
Trojan Capital is typical of Troy Asset Management’s offerings, shielding itself from the worst of crashes and providing steady returns when markets rally.
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Investors overlook top-performing Global funds
Lesser-known funds lead the sector but the majority of cash is concentrated in just a few middle-of-the-road giants.
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China adapts to declining export market
While the world’s second-largest economy is unlikely to repeat its spectacular performance of the past 10 years, its growth is likely to remain the envy of the West for some time to come.
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Lord Oakeshott: Buy property for safe haven income
The former Liberal Democrat spokesperson says the sector rewards investors handsomely for taking on a little extra risk.
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The best smartphone apps for IFAs
FE Trustnet has compiled a list of applications that try to make an adviser’s life that little bit easier.
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Woodford regains flawless record
The FE Alpha Manager’s stability during the turmoil of the past 12 months has more than compensated for his underperformance in 2009 and 2010.
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Investors urged to take advantage of Greece turmoil
Confidence has been badly hit by the latest developments in the eurozone crisis, but financial advisers say this is the perfect time to buy.
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Unprecedented value in battered India, says Cornell
The manager says the poor sentiment that currently surrounds the region overlooks its potential for spectacular growth over the next five years.
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Fund house drops performance fees
BDT hopes the move will make its products more likely to appear on IFAs’ buy-lists.
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