Funds

Model Portfolios update: a value revival, but does it have legs?

As predicted in the previous review, value-oriented strategies top the third-quarter leaderboard of our model portfolio constituents.

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Purposeful Portfolios long-term growth: funds make solid gains despite UK pains

Respectable returns were blunted somewhat by the Brexit dilemma.

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Vanguard cuts fees on dozens of passive funds

The cut is part of an ongoing race among index fund and ETF providers to offer investors the lowest fees possible. 

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New experiment shows investors prepared to sacrifice returns to invest in sustainable funds

Participants were asked to chose which of each pair of funds they would rather invest their own money in.

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Fund manager Sanditon to wind up, with two funds moving to Crux

Two of the company’s funds will be transferred to be managed by Crux Asset Management.

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Eight ways that investment trusts have an edge over funds

How to take full advantage of the benefits of investment trusts.

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Passive investing: three rules to invest in tracker funds and ETFs

Passive funds require less due diligence than active funds, but don't skimp on the research.

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Money Observer Rated Funds in the third quarter 2019: laggards and watchlist

We evalaute the prospects for Rated Fund laggards and update the status of funds previously flagged for issues of concern.

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Ask Money: aren’t we overdue a Woodford wake-up call?

One Money Observer reader has five pertinent questions in the wake of the Neil Woodford fiasco.

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