Funds

Just what is a fund anyway?

There are two main types of fund out there for investors to invest in. Merryn Somerset Webb explains how they work, and which is her favourite.

Video: Why we like investment trusts

Investment trusts are a relatively cheap and simple way of investing in the stockmarket. Ed Bowsher explains why at MoneyWeek, we much prefer them to other funds.

How DIY investing platforms are changing the world of investment trusts

The rise of the low-cost investment platform has changed the shareholder base of investment trusts – and it’s having a dramatic effect on how the sector operates, says Merryn Somerset Webb.

Alliance Trust turns over a new leaf

Sceptics were wrong about the fund’s new strategy, says Max King – the performance speaks for itself.

The modern-day perils of fund management

In the early days of investment trusts, managers knew nothing of benchmarking. How things have changed, says Merryn Somerset Webb. And not necessarily for the better.

Value investing is due its time in the sun

Whether you own active funds or ETFs, you must pay attention to which investment styles are working, says David Stevenson.

Stick with the old-favourite real estate investment trusts

There’s no need to snap up overpriced shares in newer property funds when two heavyweight reits are so cheap, says Max King.

A safe long- term bet for our investment-trust income portfolio

Utilities make sense if you’re looking for income, says David Stevenson. But regulators and politicians can ruin the attractions. Make sure you diversify your holdings.

Rhodium: the niche alternative to gold

Bored with gold? Uninspired by silver? Platinum too cheap for your tastes these days? Perhaps, says Chris Carter, you need to find a more intriguing metal – here’s one that fits the bill.

Residential funds: buying houses without the hassle

With buy-to-let an increasingly unattractive option, residential funds may appeal to more investors, says Emma Lunn.

Ride out the storm with PAT

Personal Assets Trust is braced for disaster, says Max King. Long-term investors should do well with it.

Don’t get nudged into a second-rate pension fund

Auto-enrolment means many more workers are now paying into a pension – but the default funds are often a poor choice. Take the time to pick your own, says Cris Sholto Heaton.

Showing page 7 of 160
A simple, easy to manage portfolio of six of the best investment trusts, selected by Merryn Somerset Webb, offering defensiveness, stability, exposure to growth, and some income.
disfi.com