Funds

First 50 Funds Interview: Peter Ewins, F&C Global Smaller Companies Trust

Fund manager Peter Ewins gives Moneywise’s Helen Knapman the lowdown on F&C Global Smaller Companies Trust –

Investment platforms ‘working well’ but switching needs to be easier

Monday, 16 July 2018 | News

Investors using so-called ‘fund supermarkets’ are finding that there is a good level of competition within this market, according to the interim findings of the Financial Conduct Authority’s (FCA) investment platforms market...

Britons too scared to invest

Friday, 13 July 2018 | News

Despite savings accounts paying pitiful returns, savers are still worried about investing in the stock market, according to new research from Scottish Friendly.

Fund Briefing: How to invest in the specialist sector

Wednesday, 11 July 2018 | Article

Investors looking for something different may find themselves drawn to the IA (Investment Association) specialist sector, which consists of funds that simply don’t fit anywhere else

First 50 Funds Interview: Old Mutual UK Mid Cap Richard Watts

Wednesday, 04 July 2018 | Article

Moneywise’s Helen Knapman meets Richard Watts, the manager of Old Mutual UK Mid Cap, a First 50 fund for beginner investors

Get the retirement you want

Wednesday, 27 June 2018 | Article

I once heard retirement described as 500 holidays: if you retire at 65 and live for 20 years, that’s 7,305 days to fill. Break this up into two-week holidays and you have to plan for about 500.

Over-50s shy away from investment risk

Thursday, 21 June 2018 | News

The vast majority of over-50s want to maintain their current lifestyle in retirement but are unwilling to invest appropriately to achieve this goal. 

First 50 Fund update: F&C Global Smaller Companies profit from UK and US equities

Thursday, 21 June 2018 | News

Investors holding the F&C Global Smaller Companies investment trust, a Moneywise First 50 fund, have enjoyed strong annual returns of 9.3%

Fund Briefing: How to invest in value funds

Wednesday, 20 June 2018 | Article

Investing in undervalued companies and selling when they rise is not for the faint-hearted – there may be a good reason they’re cheap – but it can bring great returns

Consistency is the key for investors concerned about Brexit

Wednesday, 13 June 2018 | News

Investors should look through the Brexit noise and consider consistency of performance after research has found that the UK smaller company sector has performed well.

My World Cup investment dream team

Wednesday, 13 June 2018 | Article

Picking an investment fund from the 3,000 or so available can seem a daunting task. Choosing a group of funds for an investment portfolio even more so.