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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Anthony Bolton to retire in April 2014

The manager of Fidelity China Special Situations names his successor, but remains "a great bull of China".

Are ETFs better than tracker funds?

Different investing styles and platform teething problems mean exchange traded funds aren't always the best option for passive investors.

MORE THEMATIC INVESTMENT IDEAS

A selection of recent ideas for your funds portfolio

Don't ignore India

Despite some short-term teething problems and arguably expensive valuations, the long-term outlook for India is strong so could be a good addition to your portfolio.

Alternative income ideas for your Isa

Investors have a tendency to favour the UK when allocating their Isas, but we find many income sources beyond traditional UK equity income funds

Alternative growth for your Isa

Diversifying your portfolio is important, not least in the growth section where there are many esoteric assets you can tap into with funds. But some of these are high risk so make sure you know what you are getting into.

More funds news and views

  1. Get cheap European exposure with F&C

    By Katie Morley , 13 June 2013

    Despite a good performance history, F&C's European Assets Trust is trading at a discount.

  2. Regulator bans marketing of exotic funds

    By Leonora Walters , 12 June 2013

    Venture Capital Trusts and exchange-traded funds will not be caught by the legislation.

  3. Mid caps dominate the best of British

    By Leonora Walters , 12 June 2013

    Some of the best-performing UK equity funds of the past decade are mid-cap funds.

  4. IC Top 100 Funds update: Personal Assets Trust

    By Leonora Walters , 12 June 2013

    Taking a cautious view has caused Personal Assets Trust to underperform over its last financial year, but its long-term numbers remain intact and its manager, Sebastian Lyon, maintains this is the right approach.

  5. Shares I Love: Hutchison Whampoa

    By Leonora Walters , 12 June 2013

    Hutchison Whampoa offers exposure to fast economic growth but still trades at a discount of around 25 per cent to the sum of its parts.

In the Doghouse: IM Hexam Global Emerging Markets

IM Hexam Global Emerging Markets Fund has had three years of poor performance, although its managers see upside ahead for portfolio holdings.

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