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Cover story

Tightrope Index

Cover story: Investors flood to untested absolute return funds

20 July 2015 10:00 am | By Rodrigo Amaral

Despite promising a less volatile ride in down markets and still deliver decent gains, the latest absolute return funds have not been tested in a crisis.

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News Analysis

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News analysis: Pension firms err on the side of caution

July/August 2015 - Fund Strategy | By Beth Brearley

Despite uncertainty among pension savers the silver lining has been an increase in the number of customers looking for advice.

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The Polemic

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Daniel Ben-Ami: Comparing the West with China

29 July 2015 3:37 pm | By Daniel Ben-Ami

Although it is possible to use the same metrics in both China and the West, such as price-earnings ratios, the context is entirely different.

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Regulation

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Regulator focus on asset managers not letting up

22 July 2015 9:12 am | By Simon Collins

The FSB’s focus on asset managers is not letting up and its intentions are even of concern to the FCA.

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Trends

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Liquid assets: Making money from water

28 July 2015 8:00 am

Few think about water, but in fact water is a very big business.  

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Investment Trusts

Alan Porter_Martin Currie

Alan Porter: Companies too cautious with cap-ex

27 July 2015 9:00 am | By Beth Brearley

Dividends are taking precedence over capital expenditure due to overly cautious companies, says Securities Trust of Scotland’s Alan Porter.

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Platforms

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Platforum: Asset managers must adapt to new gatekeeper approach

17 July 2015 | By Annalise Toberman

Asset management businesses are grappling with some serious challenges at the moment.

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Multi-manager

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Multi-manager verdict: Is property on the rise?

24 July 2015 8:55 am | By Fund Strategy

UK commercial property saw a boom in recent years, but what lies ahead for managers and investors?

John Chatfield-Roberts Jupiter

Japan bet boosts Chatfeild-Roberts' Jupiter Merlin funds

23 July 2015 8:16 am | By Beth Brearley

Jupiter’s John Chatfeild-Roberts on being a Woodford fan and coping without his partner.

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Behind the numbers: Beware of liquidity in property fund rush

10 July 2015 | By Patrick Enright

Property is typically cyclical in its nature with UK investor sentiment towards property having only been positive since the last quarter of 2012. 

Sector focus

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Sector focus: Approach absolute return funds with caution

29 July 2015 9:00 am | By Brian Tora

With a variety of investment styles and methods, this is a difficult sector to gauge properly.

FE Research

MJ

Behind the numbers: Horizons put to the test

Fund Strategy - November 2014 | By Markuz Jaffee

Examining the outcomes of an investment over different periods reveals how timing can affect whether returns will be above or below average, and better or worse than cash

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VCTs

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Octopus: Pension changes positive for VCTs

8 June 2015 10:30 am | By Beth Brearley

Investors have continued to gravitate to the sector, with £429m raised in the 2014/15 tax year.

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ETFs

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The best ETFs for risk management

13 August 2015 8:02 am | By Adam Laird

Low charge funds suit return maximisation but ETFs can be used to give balance to a portfolio too.

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Structured Products

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Should you surrender your structured product?

12 July 2015 8:00 am | By Ian Lowes

Investors shoud not just see structured products as buy-and-hold investments, but calculating the surrender price is not simple.

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Alternatives

Solomon Nevins

Alternatives: Income hungry investors should look at ground rents

18 August 2015 8:40 am | By Solomon Nevins

Often overlooked by investors, ground rents can offer inflation-protected income and diversification.

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Square Mile Research

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Square Mile: IA absolute return definition muddies the waters

5 August 2015 8:31 am | By Jason Broomer

The IA sector classification doesn’t make an easy task of differentiating between absolute return funds.

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FS Leader

Laura Suter

Leader: What’s the alternative?

July/August 2015 - Fund Strategy | By Laura Suter

Current investors are seeing no returns on their cash and bonds and no clear end in sight.

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Manager profile

DavidUrch

Garraway's David Urch aims for £1bn fund

16 July 2015 8:00 am | By Beth Brearley

Urch plans to boost the TB Garraway UK Equity Market fund to £1bn in the next five years.

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Sally Macdonald Marlborough

Marlborough's Sally Macdonald on turning around funds

8 July 2015 | By John Husselbee

Marlborough’s Asian equities head Sally Macdonald tells John Husselbee how classics helps her to decipher current markets.

Collinson

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Patrick Collinson: Cashing in on the Japan tourist trail

July/August 2015 - Fund Strategy | By Patrick Collinson

Weindling is playing the tourist surge, buying up stocks that appeal to the predominantly-Chinese tourists.

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FS Investment Committee

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Investment committee: When will the Fed take a hike?

14 July 2015 9:00 am

Laura Suter, editor Fund Strategy

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Big Interview

Ed Rosengarten

Smith & Williamson on taking crumbs from the big guys’ tables

13 July 2015 9:00 am | By Laura Suter

”We’re taking a few crumbs from the behemoths’ tables,” says Ed Rosengarten, Smith & Williamson’s head of funds business.

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Fund Data



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