Funds

Tactical Asset Allocator: The dreaded ‘death cross’ spells more trouble ahead

Investor sentiment for developed markets has weakened, with some major indices displaying the dreaded ‘death cross.

Read more

How our model portfolios fared after volatility returned in 2018

It has been a busy and somewhat unnerving time for investors in the period since our last review in February’s issue, which focused on the performance of the Money Observer model portfolios throughout 2017.

Read more

Brexit blunts returns for UK equity income funds

Nerves over Brexit resulted in a UK equity income fund sell off during the first quarter of 2018.

Read more

Rated Funds: The funds placed ‘under review’ after first quarter

Each quarter Money Observer takes a look at our active Rated Fund list, providing a breakdown on a sector-by-sector basis. 

Read more

Should you stick or twist when a fund manager quits?

Most investment trust management groups seek to play down the importance of individual managers, typically by talking about their strong investment processes and team-based approach.

Read more

Could fund investors profit from a stop-loss strategy?

Investing famously puts your capital at risk, which is why some investors use a stop-loss strategy to mitigate against heavy share price declines.

Read more

Article 50 one year on: how have UK funds fared?

UK equity funds have experienced outflows over the past year, but the best performing fund is up 36 per cent.

Read more

Jargon buster: Does Mifid II matter to you?

It has been seven years in the making and runs to 1.4 million paragraphs, but will the European Union’s new Markets in Financial Instruments Directive (Mifid II) have any impact on private investors?

Read more

UK smaller companies are beating the Brexit blues

The UK smaller companies fund sector is historically a strong performer on a long-term view. Over the past 10 years to 14 February, it has returned more than any other UK sector for its investors.

Read more