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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Henderson Diversified Income has strong 2014

IC Top 100 Funds Update: The fixed income investment trust has increased exposure to high-yield bonds and is positioned to take advantage of telecoms M&A


Making sense of tax on your ETFs

Taxation of exchange traded funds can be complex as these funds are domiciled offshore.


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. A bright outlook for base metals

    By Moira O'Neill , 28 January 2015

    Will Smith, the manager of City Natural Resources, explains why he is upbeat about mining equities

  2. Diversify into Asia with Schroder Oriental Income

    By Leonora Walters , 28 January 2015

    Asia is an attractive area for income and Schroder Oriental Income looks like a good way in.

  3. Shares I Love: Daqin Railway

    By Leonora Walters , 28 January 2015

    Alex Crooke of The Bankers Investment Trust explains why he invests in China's Daqin Railway.

  4. How Greece and QE are impacting European funds

    By Kate Beioley , 28 January 2015

    European Central Bank QE may provide a supportive backdrop for European equities.

  5. Tap China's potential with Fidelity China Special Situations

    By Leonora Walters , 21 January 2015

    Fidelity China Special Situations offers a good way to play China's long-term potential.

ISA funds  

I want to leave £1.4m to charity

Our retired reader and his wife want to leave their Isas and personal pensions to charity and so are investing for capital preservation. But our experts disagree on the ideal asset allocation.

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