Funds

Saints versus sinners: do ‘good’ shares come out on top?

By Hannah Smith

The long-held consensus that hard-nosed funds offer a much more reliable route to outperformance than ethical or socially responsible alternatives is crumbling.

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Neil Woodford: best time to buy UK shares in three decades

By Tom Bailey

While Woodford’s argument may be theoretically sound, when UK domestic stocks will recover is unknown and unknowable.

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Smart beta funds: the best of both worlds, or not worth the fees?

By David Prosser

Passive funds tracking bespoke indices biased to specific market factors have gained traction. Are they worth the extra cost, asks David Prosser.

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Buying a passive fund does not mean taking a passive approach

By Peter Sleep

Passive investors can’t take a back seat with their analysis, says Peter Sleep.

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FCA to put spotlight on bad funds, but won’t name and shame

By Tom Bailey

The financial watchdog says it plans to publish statistics on active funds that have provided long-term underperformance.

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The best performing Rated Funds in the first quarter of 2019

By Andrew Pitts

The bounce-back of Money Observer Rated Funds savaged at the end of last year has been remarkable, with 86 funds beating the MSCI World index benchmark.

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Where to find ‘consistent’ funds that outperform

By Tom Bailey

According to BMO’s FundWatch survey, the IA UK Smaller Companies fund sector has the highest percentage of funds that beat their peers on a regular basis.

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Mix and match: how to use passive and active funds together

By Paul Hookway

Taking a core/satellite approach to fund portfolio construction is sensible. Paul Hookway looks at the options for different markets and assets.

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How to get your investments into shape ahead of retirement

By Cherry Reynard

What are the various scenarios and possible options for self-invested personal pension investors as retirement nears?

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