Funds

It pays to be quick off the investor mark

The 2017/18 tax year has drawn to a close and straight away a new tax year has begun, and with it investors will be inundated with marketing material from their fund platform that extols the virtues of being an ‘early-bird’ Isa

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Fund investors should be in the cheapest share class

The Financial Conduct Authority (FCA) has called on fund managers and financial advisers to move fund investors into the cheapest share class when it is in their ‘best interests’. 

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Alastair Mundy: There’s a shortage of ‘good value’ cheap shares

Despite being a lost decade for value investing, Temple Bar IT has delivered an annualised net asset value return of 10.6 per.

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Parliamentary committee calls for ‘default fund’ at retirement

A new report by the Work & Pensions Select Committee is proposing the creation of a ‘default decumulation pathway’; in other words a default investment fund for those who do not make their own investment choices. 

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Top 10 most popular investment funds – March 2018

Once again Terry Smith’s Fundsmith Equity sits at the top of the most-bought fund list on our sister website Interactive Investor for the month o

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Income ideas: where to find inflation-beating 5% plus yields

Savings rates still fall short of inflation. Kyle Caldwell explains how to get a better deal by going down the stock market route.

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One in three fund investors hold most expensive share class

One in three fund investors are holding the most expensive share class of their fund, rather than cheaper commission-free or ‘clean’ share classes.

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How to avoid the investor behaviour penalty

Time is running out for investors to take advantage of annual Isa and pension allowances ahead of the tax year end.  

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Tactical Asset Allocator: Will trade wars end the eight-year bull market?

The markets are taking fright at the prospect of a trade war as president Donald Trump prepares to introduce tariffs on aluminium and steel imports, forcing Beijing’s foreign minister Wang Yi to announce that China will respond

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