Funds

UK equity income funds: Rules on income levels to change

Friday, 10 March 2017 | News

The Investment Association (IA) has announced plans to water down the yield requirement for the UK equity income fund sector.

Best and worst Isa funds since 1999

Tuesday, 07 March 2017 | News

With less than a month ago until the end of 'Isa season' it is the time of year when investors are searching for last minute ideas and inspiration.

February's 10 most-bought trusts

Tuesday, 07 March 2017 | News

Financial markets are enjoying a fine run of form, with both the FTSE 100 and S&P 500 hitting new all-time highs last week, but retail investors are not getting carried away.

Standard Life and Aberdeen to join forces: what it means for investors

Monday, 06 March 2017 | News

Fund managers Standard Life and Aberdeen Asset Management have announced plans to join forces to create one of Europe's largest asset managers.

Moneywise readers favour active funds over passive trackers

Monday, 06 March 2017 | News

The majority (35%) of Moneywise.co.uk users include a mixture of both passive and active funds as part of their investment strategy, our latest poll results reveal.

Scottish Mortgage to enter FTSE 100 and cut charges for shareholders

Friday, 03 March 2017 | News

The Scottish Mortgage investment trust will join the FTSE 100 index late in March. Demotions and promotions are based on market capitalisation, with a reshuffle taking place every quarter.

February's 10 most-bought funds: seven are from Moneywise First 50 Funds

Thursday, 02 March 2017 | News

Out of last month’s ten most-bought funds on our sister website Interactive Investor, seven of them are part of the Moneywise First 50 Funds list – and the top one, for the 11th consecutive month, is Fundsmith Equity.

First 50 Funds: Henderson Smaller Companies on big discount

Thursday, 02 March 2017 | News

Henderson Smaller Companies trust, a member of our First 50 Funds for beginners, is trading at a -14% discount, meaning it could be a bargain buy for a long-term investor.

What is the difference between an investment trust and an investment company?

Monday, 27 February 2017 | Article

There is little difference. Investment trusts and investment companies are all companies - investment trusts are essentially investment trust companies.

Warren Buffett reveals his investment hero is tracker fund pioneer Jack Bogle

Monday, 27 February 2017 | News

Warren Buffett, who many consider to be the world’s greatest investor (read more about him in our article Who is Warren Buffett?, has again commented on his love for passive funds over active.