An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...
JPM UK Equity Plus shorted eight out of 10 of the worst performing UK stocks last year and did not own the other two, positioning that contributed more than 3.3% of alpha for the year. The ability to short stocks is a defining feature of the fund and differentiates it...
Galvanised by the general election result and ‘Boris bounce’, savers poured £1.3 billion into UK equity funds in December – inflows not seen since 2013. This new-found confidence was felt across the UK commercial community, with demand for funds investing in large,...
Standard Life Aberdeen’s head of global strategy Andrew Milligan is leaving the firm after 20 years. Milligan will be stepping down in the next few weeks, Wealth Manager understands. While there will be no immediate replacement for the role, his...
Mercantile, the largest UK equities investment trust, has seen a ‘substantial pick-up’ in the income it pays to investors – strengthening the case for income-seekers to diversify into smaller companies. The trust is Winterflood Investment Trusts’ preferred pick in the...
It’s no surprise that the uncertainty of recent years made fund buyers and advisers reluctant to hold UK equities. But positive sentiment is growing once more.
As I write, it is Christmas Eve. The end of the year is an opportune time to reflect but there is still rather a lot to...
Thursday 7 January 2021 at 14:00 GMTJoin Karen Ward, Chief Market Strategist, EMEA, Mike Bell and Hugh Gimber...
Fundsmith Equity was knocked off the top spot of Interactive Investor’s monthly fund bestseller list in December f...
