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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Early retirement and investment trust charges: PF Podcast

The team discuss early retirement, investment trust charges and consolidating pensions


Multi-factor ETFs: too good to be true?

Do ETFs combining value, growth, momentum and other styles of investment offer more than they can deliver?


A selection of recent popular funds articles

Hadrian's Wall ends investment trust IPO drought

The launch of Hadrian's Wall Secured Investments is the first investment trust IPO of the year

Funding Circle SME Income mulls fundraising

Funding Circle SME Income is looking to raise more funds as it has nearly invested all the proceeds of its IPO

Impax Environmental is performing well despite falling oil price

Impax Environmental Markets' performance has picked up even with falling oil prices

Shares I love: Novo Nordisk

Novo Nordisk's strong free-cash-flow generation and strong drugs pipeline should lead to higher earnings and dividend growth

More funds news and views

  1. The best funds when rates are low

    By Kate Beioley , 26 August 2016

    Lower interest rates mean that now is a bad time to be a saver and an income investor. If you are sitting on a cash individual savings account (Isa) delivering miserly returns, you should consider moving at least some of your cash into a stocks-and-shares Isa

  2. New managers turn Monks around

    By Kate Beioley , 25 August 2016

    Monks' new managers are improving performance with higher growth stocks, but the trust is still on a wider discount to NAV than its Global sector peers

  3. Investment trusts no longer necessarily the cheapest option

    By Emma Agyemang , 25 August 2016

    Investment trusts are no longer cheaper than open-ended funds following the RDR changes in 2013

  4. Homing in on high income: PF podcast

    By Leonora Walters , 19 August 2016

    The team set out their tips on how to pick a good equity income fund and home in on high income

  5. Aviva Investors Property unlikely to allow withdrawals till 2017 as sector enters recession

    By Emma Agyemang , 18 August 2016

    Investors are unlikely to be able to withdraw their money from Aviva Investors Property Trust until 2017

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