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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Trump entices investors into equity funds

After 10 months of outflows equity funds are back on investor buy lists, with platforms reporting that global and income funds were the most popular in 2016


Why it's time to buy value ETFs

Value ETFs and dividend-weighted smart-beta ETFs proved their worth in 2016


A selection of recent popular funds articles

Buy into Franklin UK Equity Income's low-fee performance boost

Franklin UK Equity Income's recent fee cut should further boost its strong returns

New managers turn Monks around

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

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?

Turn to clean energy for income that's inflation-resilient

Renewable energy investment trusts look cheap relative to broad infrastructure funds and offer good yields

More funds news and views

  1. Alliance Trust names managers for proposed new structure

    By Leonora Walters , 19 January 2017

    Long-term returns to be driven by stock selection, not macroeconomic issues

  2. Personal finance show: Trump's toll on your money?

    By Kate Beioley , 18 January 2017

    How to asset allocation for Trump, inflation and a cyclicals rally

  3. The cost of foreign currency-denominated shares and ETFs

    By Kate Beioley , 12 January 2017

    Shares and ETFs denominated in foreign currencies won't make extra returns, but might rack up extra charges

  4. Vanguard starts securities lending

    By Kate Beioley , 12 January 2017

    16 London-listed Vanguard ETFs will start to boost their income via securities lending

  5. When to use a tracker and when to use an ETF

    By Kate Beioley , 12 January 2017

    We explain which type of passive fund is best for different assets and investors

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