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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Henderson Smaller Companies maintains gearing

IC Top 100 Fund update: Henderson Smaller Companies benefited from its use of gearing over its last financial year


SPDR cuts fees and plans Europe sector ETF launches

SPDR hopes to list a number of its Europe sector ETFs in London by the end of the year.


A selection of IC Porfolio clinic articles

Investment trust Isa needs more diversification

Our reader has packed his individual savings account with investment trusts, but has missed some key areas

38-year-old wants "maximum return for minimum effort"

Is it possible to have a winning DIY strategy without spending hours on end researching investments? Our experts unpick a reader's portfolio to see if his strategy is meeting his aims.

First time investor: How to invest a lump sum in ETFs

If you normally invest a small amount of your salary every month, getting your annual bonus may present a rare opportunity to invest a lump sum. Here we show you how to use it to build an ETF portfolio.

To retire at 51 you need a higher-yield

Our experts disagree on how a reader can achieve his income targets

More funds news and views

  1. Get tech exposure with a difference via Liontrust UK Smaller Cos

    By Leonora Walters , 01 October 2014

    Single sector funds are higher risk so a diversified fund such as Liontrust UK Smaller Companies could be a better way to get technology exposure.

  2. Buy US Dividend Aristocrats ETF for resilience

    By Leonora Walters , 01 October 2014

    IC Top 50 ETF update: SPDR S&P US Dividend Aristocrats UCITS ETF holds expensive shares but they have above-average yields, stable revenue streams and good earnings visibility

  3. Shares I Love: Alibaba

    By Leonora Walters , 01 October 2014

    Invesco Perpetual fund manager William Lam explains why Alibaba wasn't a typical IPO

  4. IC Top 100 Funds 2014

    By Moira O'Neill , 24 September 2014

    We pick our 100 top actively-managed funds

  5. IC Top 100 Funds 2014

    By Moira O'Neill , 24 September 2014

    We pick our 100 top actively-managed funds

ISA funds  

Isa portfolio needs focus on allocation

This investor in his 30s needs to establish an asset allocation model for his individual savings account to avoid duplication of investments

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