Fund Investment Hub
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Fund insight videos
Why ‘Brexit boom’ could last 18 months
Income stocks and themes for 2020
Investment Trust and Funds News updates
1 hour ago
A trust strategy to achieve more effective diversification
We examine evolving correlations between different emerging markets and strategies to diversify returns.
by Callum Stokeld
7 hours ago
Fund spotlight: F&C Investment Trust
interactive investor's analysts give an update and view on the F&C Investment Trust.
by Teodor Dilov
7 hours ago
Why US fund managers are struggling to beat the index
Tom Bailey explains why active managers were battling to provide outperformance in 2019.
by Tom Bailey
7 hours ago
Bargains are hard to find, but three investment trusts catch the eye
Contrarian investor David Liddell has spotted three potential openings for bargain trusts.
by David Liddell
Where can value investors find the best fund and trust bargains?
With the mantra ‘buy low, sell high’ firmly in mind, we make an argument for a shift to buying value.
by Jennifer Hill
|Rank||Fund||IA Sector||Change since November||1-year return (to Jan 6)||3-year return|
|1||Fundsmith Equity||Global||no change||25.90%||59.10%|
|2||Vanguard LifeStrategy 80% Equity||Mixed Investment 40%-85% Shares||no change||20.00%||26.30%|
|3||Vanguard LifeStrategy 60% Equity||Mixed Investment 40%-85% Shares||1||16.70%||22.20%|
|4||Lindsell Train Global Equity||Global||-1||18.30%||69.20%|
|5||Vanguard LifeStrategy 100% Equity||Global||1||23.50%||30.60%|
|6||HSBC FTSE 250 Index C||UK all companies||new entry||28.90%||30.90%|
|7||Franklin UK Mid Cap||UK All Companies||new entry||42.30%||54.70%|
|8||TB Amati UK Smaller Companies||UK all companies||new entry||30.70%||66.70%|
|9||Vanguard US Equity Index||North America||-1||28.80%||38.20%|
|10||Lindsell Train UK Equity||UK all companies||-3||23.40%||44.90%|
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What is a fund?
A fund is a pool of investors' money run by a fund manager who invests on behalf of the customer, invested into different assets and professionally managed by the fund manager and their research team.
Each investor receives units, which represent a portion of the holdings of the fund.
A mutual fund is a group of various investments, such as stocks, bonds, and cash. There are three main types: equity funds, fixed-income funds, and money market funds. Each type has a different level of risk associated with it.
An actively-management investment fund has an individual fund manager or a team of managers who make investment decisions for the fund.
Passive management of a fund intends to track the returns of an index, it doesn't have a fund management team making decisions and can be structured as an exchange-traded fund (ETF), a mutual fund or a unit trust.
Low cost does not have to be passive
Three new multi-asset funds from BMO Global Asset Management.
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Important information: The price and value of investments and their income fluctuates: you may get back less than the amount you invested. If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial adviser.
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