Funds

First 50 Funds interview: Fundsmith Equity’s Terry Smith

Terry Smith gives Moneywise the lowdown on Fundsmith Equity - a Moneywise First 50 Fund for beginner investors, and discusses his...

Fundsmith to launch global small cap investment trust

Wednesday, 05 September 2018 | News

Terry Smith adds a fourth investment vehicle to the Fundsmith range

First 50 Funds Interview: Royal London Sustainable World Trust Mike Fox

Wednesday, 22 August 2018 | Article

Mike Fox, manager of Royal London Sustainable World Trust, gives Moneywise’s Helen Knapman the lowdown on his fund – a new addition to our First 50 Funds list for beginner investors.

Investors have £33.6 billion tied up in dog funds

Monday, 20 August 2018 | News

Latest 'Spot the Dog' report reveals record value of assets in underperforming funds.

Fund Briefing: how to invest in strategic bonds

Wednesday, 08 August 2018 | Article

Billions of pounds have been invested in strategic bond funds over the past year, this enthusiasm ensuring it was the best-selling sector in 2017 – and in seven of the past 12 months.

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.