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Getting active in the US, Asia's 'Woodford' leaves flagship fund, Scottish Mortgage's tech gems and battle of the passives

For US investments, passive funds have been the way to go with trackers and exchange traded funds (ETFs) making a handsome return just by following the market up. But with the end of quantitative easing and a rate rise looming, the days of easy money may be over so you will need a new active strategy for US stocks, says personal finance writer Kate Beioley. She asks the experts which active strategies are likely to do well and sets out some US funds to back in 2016.


Angus Tulloch, regarded by some as the Neil Woodford of Asia, is stepping down from the management of his flagship fund Stewart Investors Asia Pacific Leaders (GB0033874768). We look at who will now run this IC Top 100 Fund, how its investment approach is set to change, what the analysts think about the move and whether you should stay in it.

On the subject of IC Top 100 Funds changing their strategy, Scottish Mortgage Investment Trust (SMT) has doubled its exposure to unlisted companies in under two months – albeit from a low base. Kate Beioley finds out why its managers are doing this and which of the best new names in technology now form part of this trust's portfolio.

ETFs and index tracker funds both aim to replicate the performance of an index, but how do you choose between them? Kate Beioley sets out four key areas to consider when choosing between these types of funds, as well as some scenarios where each type of fund works best.

This week's tip features an investment trust which invests in an area analysts and fund managers expect will grow over the long-term. The trust also has a strong performance record but still trades at a discount to net asset value. However, this could tighten if the trust and its investments continue to do well, so see which it is before the discount comes in.

In this week's personal finance podcast Moira O'Neill and Kate Beioley discuss investing in gold, commodities and emerging markets. They also review this week's Portfolio Clinic, in which an investor weighs up whether to continue DIY investing or use a professional financial adviser.

They are joined by Investors Chronicle's economist Chris Dillow and special guest Jason Witcombe, certified financial planner at Evolve Financial Planning.

Do you have a personal finance problem? Or want to know more about something in this week's personal finance pages? If so let us know by getting in touch with kate.beioley@ft.com, Moira.O'Neill@ft.com or leonora.walters@ft.com.

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By Leonora Walters,
12 November 2015

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