Funds

Moneywise's First 50 Funds for beginners

When you start investing, choosing from thousands of funds can seem very daunting. To make your choice easier, Moneywise editor Moira O’Neill has picked her 50 favourite funds for beginners.

Fund Briefing: US Equities

Tuesday, 20 June 2017 | Article

When you consider the influential position occupied by the United States in global affairs and the number of world-class companies that call it home, it makes sense to consider investing across the pond.

Why income seekers should look beyond UK funds

Tuesday, 06 June 2017 | Article

For years, UK equity income funds have been bestsellers, and many have chugged along steadily producing annual yields of around 3% to 5%.

Top 20 most consistent investment trusts over the past ten years

Thursday, 25 May 2017 | News

One of the biggest challenges a do-it-yourself investor faces is finding the cream of the crop among the thousands of funds all aiming to do the same thing - beat the market and their peers - as only a few will be able to...

First 50 Funds: Marlborough UK Micro-Cap Growth

Wednesday, 24 May 2017 | Article

Moneywise’s Helen Knapman gets the lowdown on investing in small companies from Giles Hargreave and Guy Feld, co-managers of First 50...

Tracker fund provider Vanguard launches self-invest platform

Tuesday, 16 May 2017 | News

Investors with under £100,000 can now invest directly with Vanguard – which provides nine of our First 50 funds for...

Woodford buys Lloyds and sells GSK

Monday, 15 May 2017 | News

Neil Woodford has made portfolio changes to his Woodford Equity Income fund - which is a Moneywise First 50 Fund - dropping GlaxoSmithKline (GSK) and adding Lloyds to the portfolio, as well as stocks including housebuilders...

First 50 Funds: AXA Framlington UK Select Opps adds to companies that can benefit from Trump stimulus

Monday, 08 May 2017 | News

Nigel Thomas, fund manager of AXA Framlington UK Select Opportunities, says that he’s not worried about 1970s-style high inflation but is preparing for the impact of changes in consumer preferences.

Seven out of 10 UK equity income funds hold these 10 companies

Friday, 21 April 2017 | News

More than a quarter (26%) of the money managed by UK equity income funds is invested in just ten dividend-paying companies, according to research by fund managers at Henderson Global Investors.

Woodford asks for patience after performance disappoints

Friday, 21 April 2017 | News

Woodford Patient Capital trust has reported a fall in net asset value of 4.2% per cent for 2016, which means investors will not pay a performance fee for last year.

Fund briefing: global bonds

Tuesday, 11 April 2017 | Article

Global bonds might not seem terribly exciting but they can play an important role for the average investor – especially those with larger portfolios that are seeking balance and diversification.