Funds
The latest news, updates and opinions on Funds from the expert team here at MoneyWeek
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Why investment trusts are a solid basis for building wealthUnderstanding the mechanics of investment trusts is crucial for long-term investors – here's where to look.
By Maryam Cockar Published
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How many funds should you hold?Does a higher number of funds in your portfolio improve its diversification, or is there a limit to how many funds you should hold?
By Dan McEvoy Published
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‘Caledonia Investments must close its discount’Caledonia Investments offers something unique, and returns are on target, but the shares have underperformed and the discount remains stubbornly wide
By Rupert Hargreaves Published
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These 21 investment trusts have raised dividends for 20 years or moreOne investment trust has hit the 60-year mark for annual dividend increases, while another joins the ‘dividend heroes’ list for the first time.
By Sam Walker Published
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Private equity funds to buy as the sector bounces backPrivate equity fund discounts are narrowing, but boards should talk about their portfolios instead of boosting share buybacks, says Max King
By Max King Published
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Which investment trusts have been the most resilient during the Iran crisis?Technology and renewable energy infrastructure have thrived even as the conflict has rocked markets.
By Dan McEvoy Published
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Low-cost index funds for simple investingTips Index funds are an easy, low-cost way for investors to invest in a sector or asset class. Here’s a selection of the cheapest passive tracker funds on the market right now.
By Dan McEvoy Last updated
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Law Debenture: the star of the UK income sectorLaw Debenture is a one-of-a-kind investment trust that has greater flexibility than most of its peers, says Rupert Hargreaves
By Rupert Hargreaves Published
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How to choose an S&P 500 ETFThe S&P 500 index tracks the performance of large US companies. Its historic gains have made it a popular choice for beginner investors and veterans alike. But with so many options, which ETF should you buy to get exposure?
By Daniel Hilton Published
