Funds
The latest news, updates and opinions on Funds from the expert team here at MoneyWeek
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Best funds to add to your ISA or SIPP before the Budget
With Labour expected to increase taxes, ISAs and SIPPs could be a great way to protect yourself from CGT hikes. We look at the best funds to buy now
By Katie Williams Published
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After Priips changes, investment trusts are due a rerating
Heavy-handed rules governing fees, which put investment trust companies at a disadvantage, are to go.
By Rupert Hargreaves Published
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Top trusts that offer growth at a discount
Professional investor Alastair Laing picks three trusts where he'd put his money
By Alastair Laing Published
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Will the BlackRock World Mining Trust fund strike gold?
The BlackRock World Mining Trust looks like a compelling alternative to a pure play on gold explorers. Is it good enough?
By Max King Published
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Higher rates hamper Reits – are they still worth buying?
Shares in Reits have been under pressure and, as a result, discounts to net asset value are likely to persist for some time – focus on income over value
By Rupert Hargreaves Published
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Are investment trusts back in favour?
The investment trust sector is undergoing a two-speed recovery as trust discounts start to narrow. Tread carefully
By Rupert Hargreaves Published
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Top healthcare REITs for your portfolio
Healthcare REITs managing facilities, such as GP practices or hospitals, look appealing. Should you invest?
By Rupert Hargreaves Published
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Bad dogs: hundreds of investment funds are underperforming their benchmark – is it time to sell?
News Investors without exposure to technology or energy stocks are lagging behind. We reveal the worst-performing investment funds.
By Marc Shoffman Published
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Two small cap investment trusts with growth potential
These two small cap investment trusts specialise in the market’s tiddlers and both are worth buying, says Max King.
By Max King Published