Funds and trusts

How to spot and avoid consistently awful funds

Whether it is in the context of the weekly shop or a car purchase, ‘value for money’ is a idea firmly embedded in consumers’ mindsets.

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Investment trust savings schemes: a beginner's guide

A decade or so ago, most investment trust managers ran regular savings schemes allowing monthly or annual purchases of their shares free, or for a nominal charge.

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How to invest using ETFs: a beginner's guide

Exchange traded funds (ETFs) may not be quite the newest kids on the block, but they are certainly experiencing a growth spurt.

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Investment trusts: a beginner's guide

Investment trusts, savings vehicles that have been around since the Victorian era, are regarded as the City’s best-kept secret.

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Coping with fund mandate changes: a beginner's guide

Although it doesn't happen very often, there are occasions when the manager decides to change the basis on which a particular fund or investment trust operates.

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How to read fund factsheets: a beginner's guide

Making investment decisions for your Isa or pension can be daunting. There seems to be a lot of information available to find suitable funds, but little guidance to help the average investor navigate their way through it.

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How to choose the right passive fund or ETF

Passive funds and exchange traded funds (ETFs) have historically been the easyJet options in the investment world: cheap, no-frills choices with widespread appeal.

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How to invest in VCTs: a beginner's guide

Venture capital trusts (VCTs) are collective funds that take stakes in small companies that investors would generally regard as high-risk (with gross assets of no more than £15 million), and that have been hard pressed to acces

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Ethical investing: a beginner's guide

It’s no longer necessary to choose between profit and principles: you can now invest in ethical funds, take out a green mortgage or open a savings account according to socially responsible values.

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