Mutual Funds

Introducing Mutual Funds

Mutual funds are collective investments that pool investors’ money to buy and sell shares or other assets to maximise profits and reduce risks.

Types of fund are Unit Trusts, Open Ended Investment Companies (OEICs) and Investment Trusts.

Investment funds deliver an instantly diversified investment with decisions made by a professional fund manager.

There are over 2,600 unit trusts and OEICs available in the UK, split between asset class, geography and sector.

Some funds seek to deliver income; others reinvest to deliver capital growth.

Since RDR the cost of ownership of actively managed funds – the ongoing charge figure, or OCF – has reduced by up to 50%.

About Mutual Funds

Simple – a readymade investment portfolio. Choice – 2,000 unit trusts and open ended investment companies (OEICs) to choose from. Easy – available via a range of investment platforms and fund supermarkets.choice Diverse – funds spread risk to deliver diversified exposure to a variety of asset classes and industry sectors. Expert – run by an investment professional who seeks to outperform the market. Powerful – buying power can often achieve preferential terms. Scope – exposure to most countries, regions, sectors, and asset classes. Flexibility – ‘income’ funds make regular cash distributions of dividends, ‘growth’ funds reinvest and increase the unit value. Cost effective – cheaper than buying similar exposure individually, and since RDR the cost of owning funds has fallen. Transparent – the unit price of a fund is the value of the assets held (NAV) divided by the number of units. Easy to research – KIID documents deliver all required investment and pricing data – see also DIY Investor.

Inside Mutual Funds

Inside Mutual FundsWhat are Mutual Funds?What is a Unit Trust?What is an OEIC?Selecting a Mutual FundFunds - the FactsInvesting in Funds

Inside Mutual Funds

We look at how mutual funds work and why you might consider them as part of your your investment portfolio. We describe the differences between unit trusts and Open Ended Investment Companies (OEICs) and consider the benefits of a professionally managed portfolio that is instantly diverse in terms of the asset types and sectors it invests in. Mutual funds can deliver income or capital growth and the large number of products available mean that you should be able to find the market exposure you want with an exposure to risk you are comfortable with. DIY Investor suggests some of the key factors that may inform your choice and a wide range of investment managers share the vision diy metal3they have for their fund and why you might consider investing in it.

What are Mutual Funds?

Mutual funds are collective investments that pool investors’ money to buy and sell shares or other assets to maximise profits and reduce risks. Different types of fund are Unit Trusts, Open Ended Investment Companies (OEICs) and Investment Trusts and they may concentrate on a particular market, asset class or sector. Mutual funds deliver an instantly diversified investment with decisions made by a professional fund manager. There are over 2,000 different unit trusts and OEICs available to investors in the UK, split between asset class (equities, fixed income and property), geography (UK Equity, North America and Emerging Markets), and sector (agriculture, energy and technology). An investor can choose between funds that seek to deliver income and those that reinvest to deliver capital growth. Since the 2012 Retail Distribution Review the cost of ownership of funds – now known as the ongoing charge figure, or OCF – has reduced by up to 50%.   mutual fund     Read more  

What is a Unit Trust?

Unit Trusts are collective investments, actively managed by an investment  professional who seeks to deliver market-beating performance based upon the quality of their investment decisions; they can be used by the DIY investor to cost effectively build a diversified portfolio of investments. A fund may have investments in 50 or even 100 different companies in its portfolio, allowing you to obtain exposure to multiple stocks or bonds more simply than investing directly in the market yourself. Unit trusts also provide access to asset classes that may otherwise be difficult to invest in, such as property, as well as in built diversification. Unit trusts invest in a wide range of geographic markets, different asset classes in a range of industry sectors and can be bought and sold via most investment platforms. Funds invest in one or more of the main asset classes – shares, bonds, property, cash and derivatives with differing weighting applied to each, and deliver a ready made investment portfolio.   savings ig 3     Read more  

What is an OEIC?

An Open Ended Investment Company (OEIC) is broadly similar to a unit trust in that it is an open ended collective investment that expands and contracts the number of units in circulation according to demand. Unlike a unit trust, each OEIC operates as a limited liability company, quoted on the London Stock Exchange and unlike the ‘unit holders’ that invest in unit trusts, those that invest in an OEIC are ‘shareholders’ in that investment company; because of this structure, OEICs are governed by company law rather than trust law. Most new funds that are launched are established as OEICs and over time it is believed that many unit trusts will adopt the company structure. coloured eggs       Read more  

Selecting a Mutual Fund

An important first step for the DIY investor is to construct a financial plan. Before you start selecting funds, that means deciding just what your investment goals are, deciding on your investment horizon, and perhaps most importantly making a judgment on the level of risk are you able to accept. As rule of thumb, the further away your objective, the more risk you can accept in your portfolio, but it’s important you can sleep at night – never take on more risk than you are comfortable with. By building a diversified portfolio you can protect against market volatility and ensure you benefit from growth stories wherever they occur. Consequently, a well constructed portfolio will offer exposure to different shares, bonds, markets and sectors. That can sometimes be difficult for investors to achieve – especially when they are starting out and beginning to build that portfolio; fortunately funds offer a solution since each one delivers a readymade diversified portfolio. If you decide that investment funds are going to form at least part of your portfolio construction, there’s a wide choice available that can help you to achieve your goals.   choice         Read more  

Funds – the Facts

A fact sheet is a key document that allows investors to understand a fund’s objectives, major holdings, investment strategy, costs and historical performance; to some it may suggest the future potential of the fund. Fact sheets are available on issuers’ websites, they can be found on fund supermarkets and investment platforms and the DIY investor could do well to spend some time getting to grips with these important documents so that they are able to objectively research and compare and contrast funds they are considering.   yes or no      Read more    

Investing in Funds

Many of those new to DIY investing start by assembling a portfolio of funds and investment trusts achieving instantly diversified investments at a reasonable and transparent cost. Some prefer to let the experts take the strain and buy an actively managed fund while others will seek to track a certain index – some follow popular markets such as the FTSE100 whereas others will look for more esoteric global opportunities. Investing in a tax-efficient ISA wrapper is rarely a bad idea as it is one of the few opportunities the DIY investor has to make money whilst paying very little tax, and those advantages are explored elsewhere on this site. mouse3       Read more    

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10th


Mar

‘Look after the welfare of the boat and think of the whole voyage’: Thoughts of Saltydog Investor

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7th


Mar

……what on earth is a digital watch? DIY Investor Magazine 27

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7th


Mar

UK Smaller Companies tops our sector performance tables in February

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2nd


Mar

What is next for US large cap growth equities?

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26th


Feb

Seven consistent funds up 100% over the past three years

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14th


Feb

COVID variants: The impact on pandemic trajectory & biopharma stocks

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1st


Feb

Tempering expectations

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31st


Jan

Emerging market funds are back in form

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23rd


Jan

Talking With: Simon Edelsten, Artemis Fund Managers

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19th


Jan

The great debate: Active & passive funds

Tom Poulter of Square Mile looks at the relative merits of active and passive funds

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13th


Jan

Are funds good value for money?

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12th


Jan

ESG: Sustainable design in consumer products

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28th


Dec

The speed of change in emerging markets is unknown but the direction is not

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26th


Dec

What does the economic recovery mean for equities in 2021?

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25th


Dec

Four funds that helped power our portfolios to all-time highs

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12th


Dec

Are Asian equities set for change in 2021?

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6th


Dec

A rosier outlook for UK income investors in 2021?

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3rd


Dec

A guide to its momentum approach: Thoughts of Saltydog Investor

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23rd


Nov

The most consistent fund over the past three years: Thoughts of Saltydog Investor

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17th


Nov

Why multi asset for income?

A multi asset strategy seeks income and capital growth and to minimise the effect of market

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15th


Nov

Is it a good time to buy this fund sector? Thoughts of Saltydog Investor

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12th


Nov

ESG: technology for good

The significance of ESG when it comes to investing in tech stocks

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11th


Nov

The Trend and Patience are your friends: Thoughts of Saltydog Investor

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10th


Nov

Where the ESG rubber meets the road

Why ESG reporting is necessary and culture is crucial and not to be neglected

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10th


Nov

‘90% effective’ vaccine: A potential turning point in the battle against COVID-19

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7th


Nov

Strategic Fixed Income: from bond glut to bond drought

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3rd


Nov

Talking@Home: Stephanie Butcher, CIO Invesco

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26th


Oct

Fundamentals before politics: the outlook for stocks and bonds through the US presidential election

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25th


Oct

Talking@Home: Amanda Young, Aberdeen Standard Investments

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21st


Oct

‘A third way’ to sustain the gig economy

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16th


Oct

Investing in health care post COVID-19

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12th


Oct

Focus on Funds: GoldenBuy – Bond funds en vogue

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12th


Oct

Investing in Modern Media

As new methods of communication and entertainment evolve, where are the opportunities?

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6th


Oct

The New Emerging Markets Landscape

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1st


Oct

The top 20 fastest-growing investment funds

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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30th


Sep

Talking @ Home: Harry Nimmo, Aberdeen Standard

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27th


Sep

Property Funds: How much longer will investors be trapped?

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20th


Sep

Talking@Home: Simon Bond of Columbia Threadneedle Investments

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18th


Sep

Emerging Markets: ‘a rising tide will not lift all boats’

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16th


Sep

Talking @ Home: Mike Fox, Royal London Asset Management

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16th


Sep

Lessons From the Fall of a Superstar Fund Manager

With the Woodford Equity Income Fund still gated, what can the DIY investor learn?

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7th


Sep

Asia for dividends: comparatively resilient

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5th


Sep

‘An investor’s most powerful weapon is patience’*

Thoughts of Saltydog Investor - Douglas explains how his portfolios are set to benefit from the

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30th


Aug

Income Investors Battered as Dividends Dry Up; how have Equity Income Funds and Trusts performed?

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29th


Aug

Sustainability and digitalisation: speeding the transition to a low carbon world

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26th


Aug

First in first out of COVID, how has China fared?

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16th


Aug

ESG in COVID times: doing the REIT thing

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13th


Aug

Focus on Funds: Investors ditch UK equity funds

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11th


Aug

Outstanding Funds: Saltydog Investor’s 6×6 Report

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7th


Aug

DIY Investors rush to global funds as confidence returns

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13th


Jul

Woodford back just one year on; millions of pounds still trapped in illiquid assets

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2nd


Jul

Talking @ Home: Sarah Melvin, Blackrock

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1st


Jul

Accelerating and emerging trends within U.S. equities

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30th


Jun

Talking @ Home: Mike Webb, Rathbones

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28th


Jun

Outlook June 2020: Square Mile Research

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27th


Jun

Talking @ Home: Stephen Jones of Kames Capital

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12th


Jun

Talking @ Home: Henneke Smits, Newton Investment Management

Talking ‘profit with purpose’ and wellbeing at home with Richard Romer-Lee, Managing Director

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8th


Jun

Talking @ Home: Hector Kilpatrick, Cornelian Asset Managers

Talking contrarian instinct, promoting positive change and contemporary reading with Richard

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4th


Jun

A Year on and Woodford Investors Still Wait for Their Cash

With a large number of outstanding complaints to FOS, £500m remains stuck in illiquid assets

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2nd


Jun

Coronavirus: potential impact on income-generating funds

The coronavirus has caused major changes to many of our lives, it also has implications from an

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1st


Jun

Talking @ Home: Jackie Boylan, Fidelity International

Platforms, gender balance and escapism with Head of FundsNetwork and Richard Romer-Lee, Square Mile

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25th


May

Talking @ Home: Jupiter Double Header

Square Mile's Richard Romer-Lee at home with John Chatfeild-Roberts and Phil Wagstaff

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25th


May

Focus on Funds: The cup and ball trick in bonds

James Robson wonders if the cup and ball trick has a role to play in modern bond markets

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20th


May

Talking @ Home: Mike O’Shea, Premier Miton

Talking communication and wellbeing at home with CEO Mike O’Shea and and Richard Romer-Lee, MD,

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17th


May

It’s easy going green: how to change the world – and grow your money

Making money and protecting the environment are not mutually exclusive - enjoy excellent returns

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8th


May

Talking @ Home: Chris St John, AXA Investment Management

Talking the thrill of the chase, ESG integration and exploding rocks

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4th


May

Talking @ Home: Colin McClean SVM Asset Management

Adapting a business to changing circumstances and the challenges of working remotely

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29th


Apr

Strong performance for Liontrust as demand for sustainable investment grows

Asset manager adds £492m in assets and continues to grow as the crisis continues

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23rd


Apr

What to do with your ISA allowance amidst market uncertainty

While keeping healthy is the number one priority, people are also concerned about the longer-term

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22nd


Apr

How is China slowly emerging from the coronavirus aftermath?

A resumption of economic activity is underfoot in China accelerating the digitisation of the economy

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2nd


Apr

Technology stocks’ financial strength is key to weathering the coronavirus storm

Why the tech sector looks well positioned to brave the coronavirus-induced uncertainty

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21st


Mar

Built for impact: The Global Sustainability Trust

The new trust aiming to generate long term capital growth and positive social and environmental

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6th


Mar

Don’t panic: the case for investing in Asia this ISA season

Kepler examines the relationship between stock market and GDP growth, before debating the case for

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27th


Feb

Strategic Fixed Income — where are bond markets heading in 2020?

Is the decline in economic growth and inflation coming to an end and will we have an economic

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24th


Feb

European equities in 2020: staying selective

John Bennett and Marc Schartz discuss the year ahead and the key themes that they look for when

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22nd


Feb

Sustainable equities in 2020 and beyond

Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020

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19th


Feb

Franklin Templeton to purchase Legg Mason

Tie-up of struggling asset managers is about ‘offence not defence’ says chief Jenny Johnson

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18th


Feb

Sustainable and Responsible Investment: Cobalt – saying ‘no’ to child labour

Examining the explosive demand for cobalt to power mobile devices and the many risks associated

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17th


Feb

Further Consolidation in Fund Space as Jupiter Buys Merian Global Investors

Defensive Merger as Both Companies Try to Arrest Outflows of Investment

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13th


Feb

New managers braced as Woodford fund set to reopen

Just three of Woodford's original stocks have been retained as managers swap to larger companies

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13th


Feb

Free energy? You cannot get ought for nought: Thoughts of Saltydog Investor

Science always assumed there was no such thing as free energy; will that be so in the future?

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10th


Feb

Ethical Investing: ESG Investments Deliver Strong Returns

Previously, investors putting their money where their values were may have missed out on returns;

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9th


Feb

Best-buy Lists: We need to Talk About Bad Press

Hargreaves Lansdown got plenty of stick for its relationship with Woodford; not all justified,

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6th


Feb

3,500 Hargreaves Lansdown investors seek legal action over Woodford

Investors seeking to recoup losses of 50-60% want to know why HL continued to promote doomed fund

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20th


Jan

Property: Stable Doors and Gated Funds

Amid concerns over illiquidity, property funds are now holding higher levels of cash

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15th


Jan

Trapped investors’ anger at further delay; Woodford takes multi-million pound bonus

FCA to look at regulatory regime around liquidity and investment platforms' 'best buy' lists

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5th


Jan

Reading the tea leaves ‒ what’s in store for China in 2020?

The key challenges and opportunities that investors in China may face in the year ahead

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4th


Jan

Rule Britannia or Fool Britannia?

After an eleven year bull market, what impact will Trump's trade war and Brexit have on markets?

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29th


Dec

Technology – instinct is the nose of the mind: Thoughts of Saltydog Investor

There are record levels of investment in technology in the UK, with big returns to be found

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27th


Dec

Focus on Funds Issue 3: Strong and stable

Passionate about active investment management - unit trusts, OEICs and investment trusts

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21st


Dec

Investors in property funds take flight after M&G portfolio is suspended

Investors pulled out almost £200m as UK property funds suffered their worst period of redemptions

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20th


Dec

Investors and the clean energy revolution

The UK invested nearly £8bn in renewable energy projects in 2018 to create cleaner and greener

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17th


Dec

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

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20th


Nov

Investing in China: Notes from the road

Charlie Awdry gives a first-hand insight into the culture, company dynamics and consumer trends

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20th


Nov

Investing in funds using charts

Humbug now invests in funds rather than shares - here he explains how he trades momentum

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6th


Nov

FCA addresses issue of illiquid assets in open-ended funds post-Woodford

The IA is developing a a new structure called a ‘long-term asset fund’ for illiquid assets

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28th


Oct

Why Gatekeepers Need Europe Right Now…

Despite the government’s attempts to extricate the UK from the EU, as investors we remain

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15th


Oct

Ignominy as Woodford is Removed and Flagship Fund to be Wound Down

Fund administrator to separate good and bad assets to return investors cash; fears of heavy losses

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15th


Oct

Focus on Funds: What now for ‘best buy’ lists post-Woodford?

Recent events have highlighted flaws in the way best buy lists have been constructed and used

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9th


Oct

Mini Bond – Max Risk?

How RM Funds uses two separate structures to deliver liquidity and disclosure in its alternative

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6th


Oct

Fears of Illiquidity cause funds to shun alternative assets

FCA and the Bank of England act to prevent funds gating, but will investors be scared off?

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2nd


Oct

Fears of Recession: Gold, Global Bonds and Gatekeepers

Investors in fear of a global recession are rushing to buy gold and government bonds

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1st


Oct

Woodford faces the push after £232m write-down

Trust runs out of patience as write-downs cause share price to tumble

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6th


Sep

Thoughts of Saltydog Investor: ‘To travel hopefully is a better thing than to arrive…..

......and the true success is to labour. (Robert Louis Stevenson)

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21st


Aug

Saltydog Investor: ‘What has been is what will be…..

....and what is done is what will be done, and there is nothing new under the sun.’ (Ecclesiastes)

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19th


Aug

Focus on Funds: More questions than answers at Woodford

Introducing The Nimble Trader with a typically forthright 'deep dive' and how his system would have

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13th


Aug

Focus on Funds Magazine Issue 2

Passionate about active investment management; make informed decisions

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29th


Jul

Woodford – fund suspended until Dec; faces sack from WPCT

Woodford dumps £1m of trust stock as furious investors remain locked in his fund

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15th


Jul

Diversification: Investing into UK residential property without a mortgage

Collective funds can give you exposure to property investing, without the hassle

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15th


Jul

Open-ended funds and liquidity – Vorsprung durch Technik ?

As Woodford fund is gated Cedric Bucher asks if we can learn anything from the Germans

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27th


Jun

Woodford Equity Income Fund; People are missing the point!

'UCITS should be some of the most tightly regulated in the world; what we have looks like a Ponzi'

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19th


Jun

Woodford Equity Income: Too big to fail

In a follow up Christian Leeming says 'this story goes from bad-to-worse'

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18th


Jun

FCA asleep at the wheel as Woodford ‘does an Arch Cru’?

City regulator in the spotlight as inglorious history appears to have repeated itself

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16th


Jun

Woodford fallout: FCA, platforms and analysts to be probed; BoE boss says choose blue-chip stocks for liquidity

Treasury Select Committee looking for answers; chance to nail the rules around advice?

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10th


Jun

Hedgies circle Woodford fire sale; HL boss apologises

short-sellers lick their lips as Woodford tries to re-position ill-fated fund

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4th


Jun

Woodford down to earth with a bump as fund is suspended

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19th


May

Active vs passive: fund performance fee model no help to transparency

Caution urged for DIY investors considering actively managed funds with variable fees

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14th


May

‘The industry’ gains as savers lose out: Thoughts of Saltydog Investor

Tax efficient wrappers are only of benefit if there are profits to be taxed - and other stories

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6th


May

Is there a piece missing from your portfolio?

Ned Naylor-Leyland explains why he believes gold plays an important role in a well-diversifed

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2nd


Apr

Please can we have more openness and visibility: Thoughts of Saltydog Investor

'Those that push this fund onto DIY investors should merit a public spanking from the F.C.A.'

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24th


Mar

Focus on Funds Magazine: Passionate about active investment management

A new publication dedicated to unit trusts, OEICs, and investment trusts; make informed decisions

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15th


Mar

Focus on Funds: What is a multi asset fund?

Video from Selftrade highlighting a world of opportunities

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8th


Mar

RM Funds: Making the case for alternatives in uncertain times

Alternative Income Fund uses alternative investments to target capital preservation, income

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20th


Feb

Look into the eyes, the eyes, the eyes…Thoughts of Saltydog Investor

A nail biting time for investors as Brexit crunch-time approaches. Or not.

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18th


Dec

RM Funds: Targeting long term, stable and predictable returns

How RM Funds use lower risk real estate, infrastructure & alternative lending investments

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18th


Dec

RM Funds: Targeting long term, stable and predictable returns

James Robson explains how RM Funds use lower risk real estate, infrastructure & alternative

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6th


Dec

The Great British Trade Off: Investor Humbug updates on a difficult autumn for everyone

In his Y2Q3 report Humbug notes the changing of the old guard as the US is challenged by China and

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31st


Oct

‘Patience is your most powerful weapon’: Thoughts from the Saltydog Investor

Saltydog is 75% in cash, but is curbing his urge to reinvest before the time is right

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25th


Oct

Active vs passive: as the cost of actively managed funds falls, passives continue to grow

Report shows active fees have reduced by 20%, but ETFs and trackers continue to take market share

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14th


Oct

Property investing: Whither the open-ended funds?

Adrian Elwood discusses alchemy in finance and the illusion of liquidity

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11th


Oct

Investing basics: How those seeking income can participate in the dividend bonanza

Dividends are at record levels; those seeking income can choose individual equities or UK Equity

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9th


Oct

Thoughts of the Saltydog Investor

The early bird sometimes catches the worm, but the second mouse always gets the cheese

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15th


Sep

Rethinking sustainable investing in the age of disruption

How do you build a long-term investment strategy whene technology and politics keep changing the

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11th


Sep

Consistency and patience in a changing world: Jupiter European Fund

Jupiter's longest serving fund manager's steady approach has returned 14.8% annual growth over ten

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23rd


Aug

Change is nothing new: What does disruption mean for investors?

Simon Rowe of Janus Henderson looks at the impact of disruption in the internet era

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14th


Aug

Time to reassess as winding down of QE takes wind from the sails of gilts and bonds

Saltydog Investor to revisit 'Tugboat' portfolio as 'slow ahead' loses momentum

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11th


Aug

Long-term investment strategy: Rethinking sustainability in the age of disruption

​How do you build a long-term investment strategy in a world where technology and politics keep

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1st


Aug

400,000 orphan clients ‘trapped’: Watchdog encourages shift to cheaper DIY investing platforms

FCA says clients could be paying thousands of pounds a year to stay on

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30th


Jul

The Great British Trade Off: Humbug (investing) is flat but Fagin (trading) is scorching + 45%

Humbug says calm is good; Fagin is on fire on the road to FIRE

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22nd


Jul

The Great British Trade Off: Humbug (investing) is flying; Fagin loses discipline

In pursuit of financial independence Humbug has a great week, but Fagin ignores his system

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18th


Jul

Thoughts of the Saltydog investor

The dollar set to rise; or fall! It's giving Saltydog the collywobbles

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26th


Mar

Thoughts from Saltydog Investor

Douglas Chadwick wonders why fund houses wax and wane; and how to protect himself from Mr Trump

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6th


Feb

Goldilocks, two bears and a bull

Richard Buxton tells his version of the classic 19th Century fairy tale.

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27th


Jan

Active vs. passive – who or what should make your investment decisions?

In the world of investing, the debate between active and passive rages on like no other, but which

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27th


Dec

Bitcoin: emerging asset or speculative mania?

Paul O'Connor of Janus Henderson Investors looks at Bincoin following the appearance of a futures

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25th


Dec

The Great British Trade Off – Trading vs Investing: Humbug switches to funds

Humbug's down £3970 but his new fund strategy seems to be, quite literally, paying dividends

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21st


Sep

Vanguard target DIY investors with active bond fund

US giant increases the pressure on UK brokers and asset managers with active fixed income bond

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18th


Sep

Investment styles – is there a catalyst for change?

Liz Rees of Willis Owen looks at the different investment styles adopted by funds and what may

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21st


Jul

The FCA Asset Management study: missing an open goal

TCF Investment's DAN Norman says sunlight is a great disinfectant

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19th


Jun

Introducing Janus Henderson Investors

Janus Henderson Investors exists to help clients achieve their long-term financial goals

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21st


Jul

Brexit – Initial Reactions From Jupiter Asset Management

Jupiter's Fund Managers Look at the Likely Effects and Opportunities Arising

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21st


Jul

Brexit – Initial Reactions From Jupiter Asset Management

Edward Bonham Carter, Vice Chairman

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15th


Jun

Not Shaken, Not Stirred: Woodford Pledges to Keep Calm and Carry on – in or out

It will be business as usual in Oxford as he won’t be changing a single constituent of his

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10th


Feb

Now is the Time to Become a D.I.Y. Momentum Investor

How Saltydog's fund analysis helps momentum investors

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18th


Nov

Jupiter Enhanced Distribution Fund

Alastair Gunn and Rhys Petheram provide an overview of the newly launched Jupiter Enhanced

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5th


Nov

Retirement Realities: What Lies Beneath the Income Gap?

A recent survey has revealed the gap between expectations and reality in retirement.

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20th


Oct

The Road to Becoming a D.I.Y. Investor is Paved with Good Intentions

How Saltydog's fund performance analysis helps you make smart investment decisions

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11th


Oct

Multi Manager Diversity Range

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11th


Oct

What is a Multi-Manager Fund?

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11th


Oct

Getting Started – Saltydoginvestor

Introduction to the Saltydoginvestor

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10th


Oct

M&G Case Study – Ian, 57

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10th


Oct

M&G Case Study – Mark, 52

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10th


Oct

Retirement Challenges

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9th


Oct

Inside the Human Advantage – Part 2

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7th


Oct

Inside the Human Advantage – Part 1

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28th


Feb

Millennial Money Moves: Smart Investment Strategies for a New Generation

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28th


Feb

Investing Basics: Building Assets With ETFs

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26th


Feb

Comment: Thoughts on the Magnificent Seven

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25th


Feb

Investing in Specific Countries With ETFs

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24th


Feb

Two Japanese funds on our radar

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21st


Feb

‘Fixed-income securities are looking like an outstanding asset for this year’

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20th


Feb

A highly differentiated profile: Fidelity Asian Values

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18th


Feb

A snapshot of the global economy in February 2024

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16th


Feb

Improved performance under a new management team: JPMorgan Indian

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13th


Feb

Up 55% in 12 months, this fund has further to go

With the General Election looming, Douglas is steeling himself for short-term effects, but still

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13th


Feb

Positive momentum for risk assets in Q1

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10th


Feb

What can investors learn from the Rugby World Cup?

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7th


Feb

The top-performing funds we’ve been buying

The government wants all cars to be electric by 2050 - but how to power them?

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4th


Feb

Unthinking stewardship: real influence takes more than ticking a box

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2nd


Feb

Nick Train Optimistic on Prospects for Finsbury Growth and Income

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31st


Jan

What investors can learn from the football transfer market

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29th


Jan

Only a quarter of Brits invested in 2023

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28th


Jan

Geographies of tech – rivalry, fragmentation, and deglobalization?

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26th


Jan

Aims to hold multi-cycle winners for the long term: JPMorgan Emerging Markets

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24th


Jan

Markets are in the doldrums but retail investors are raring to go

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23rd


Jan

The big fund winners from the central bank rate turnaround

Why the VinaCapital Vietnam Opportunity Fund could benefit from the end of tariff wars

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22nd


Jan

Income and Growth Rating: Schroder Oriental Income

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21st


Jan

QD view – Should I stay or should I go?

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21st


Jan

Strong recovery potential and a discount: European Opportunities Trust

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19th


Jan

Top of the pops

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19th


Jan

Comment: US stockmarket opportunities and multi-asset

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17th


Jan

A potentially opportune entry point for long-term investors: Smithson

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15th


Jan

December’s most popular funds, trusts and ETFs

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12th


Jan

Definitely maybe

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12th


Jan

Long Term Investor Checklist – Banker on Wheels

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12th


Jan

The return of UK equities

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11th


Jan

Investing Basics: Growth or Value Investing?

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11th


Jan

Schroder Japan Trust plc: where next for Japanese equities?

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7th


Jan

Investing Basics: How much time should you spend on your investments?

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7th


Jan

Investing Basics: Avoiding ETF performance pitfalls

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7th


Jan

Ditching the crystal ball

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6th


Jan

Attracted by UK small cap valuations: Invesco Perpetual UK Smaller Companies

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6th


Jan

Quarterly markets review – Q4 2023

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4th


Jan

How does the Super League decision affect investors?

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1st


Jan

Active vs passive: concentrated markets swing the pendulum back in favour of active

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1st


Jan

Outlook 2024: Private markets strategy

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31st


Dec

UK markets: opportunities to make or lose money

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31st


Dec

Outlook 2024: Equities in the age of the 3D Reset

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29th


Dec

Stability in an uncertain environment: Murray International

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29th


Dec

The future is here: Megatrends shaping the investment landscape

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29th


Dec

QD view – An update on the charges disclosure problem

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28th


Dec

Man in the mirror

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27th


Dec

Private Markets: A Closer Look at Infrastructure and Renewables

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26th


Dec

Investing Basics: Introducing Hedge Funds

DIY Investor attempts to demystify the complex and diverse world of hedge funds

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25th


Dec

Outlook 2024: Macro view – targeting opportunities

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25th


Dec

Investing Basics: Focus on Funds – a guide to style

Comparing the management styles of funds that seek growth, value and quality

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24th


Dec

TRIG – Renewables Infrastructure Group

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24th


Dec

A snapshot of the global economy in December 2023

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23rd


Dec

Did COP28 make progress on recognising the importance of nature?

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22nd


Dec

Staying on course in a volatile sector…

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22nd


Dec

Investing Basics: Funds-how to pick the right ‘share class’

How to avoid unnecessary fess and charges and get the returns you want.

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21st


Dec

Green shoots are appearing: HICL Infrastructure

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19th


Dec

Tech’s back – and we’ve bought this fund

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19th


Dec

Investing Basics: Five key things to consider when investing in funds

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18th


Dec

Investing Basics: Let income funds do all the work for you

If you are new to investing, one of the easiest ways to start investing and generating a regular

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16th


Dec

We’re still cautious, but we’ve added some spice with this UK fund

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16th


Dec

What next for Asia?

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15th


Dec

In-come all ye faithful

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13th


Dec

‘Discounts present a once-in-a-generation opportunity’: MIGO Opportunities

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12th


Dec

AI – opportunity or threat?

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11th


Dec

Value approach is well-placed: Aberforth Smaller Companies

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10th


Dec

Investing Basics: Investing in technology with investment trusts

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9th


Dec

QD view: Is there an easy fix to the sector’s discount problem? 

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5th


Dec

Money Basics: 11 tips to save more into an ETF saving plan

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4th


Dec

The funds leading the recovery in November

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4th


Dec

Investing Basics: The secret of successful trend investing

Douglas Chadwick of Saltydog Investor explains the theory and benefits of momentum trading

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30th


Nov

The UK fund we’ve bought that’s in fine form

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29th


Nov

DIY Investor Magazine Issue 39

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28th


Nov

Investing Basics: Investing in different sectors via ETFs

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26th


Nov

The European Smaller Companies Trust: Following returns not the crowd

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25th


Nov

Investing Basics: Investing in infrastructure

Seeking income: Fiona Liu of Willis Owen looks at what to consider when investing in infrastructure

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25th


Nov

Gathering momentum and the discount remains compelling: Schroder British Opportunities

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24th


Nov

Four little-known funds delivering consistent returns

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24th


Nov

Chancellor seeks pension reforms to save the UK’s economy 

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24th


Nov

Investing Basics: What are Multi Asset Funds?

An overview of the Multi Asset sector from Liz Rees, Head of Research, Willis Owen

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23rd


Nov

Returns directly linked to inflation: BBGI Global Infrastructure

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22nd


Nov

Set to continue at Schroders: International Biotechnology Trust

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20th


Nov

Outstanding long-term record: BlackRock Greater Europe

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19th


Nov

Discount may provide an attractive entry point: F&C Investment Trust

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18th


Nov

Where will the class of 2023 invest?

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17th


Nov

Continuing to deliver in an uncertain environment: Alliance Trust

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15th


Nov

The fund sector delivering consistent returns despite choppy markets

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14th


Nov

Investing Basics: Confused by Bond ETFs?

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12th


Nov

QD view – Japan: more to play for?

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12th


Nov

Investing Basics: Investing in Real Estate Investment Trusts

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10th


Nov

Lindsell Train: Growth Rating and a wide discount

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9th


Nov

Jupiter Strategic Bond: Q4 2023 update

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9th


Nov

‘Guaranteed funds are a more reasonable bet than Treasury bills’

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8th


Nov

Investing Basics: How to invest for income using an ISA

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7th


Nov

Vietnam Enterprise Investments: Are Vietnamese equities about to get a big boost?

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6th


Nov

The gold funds shining as geopolitical tensions rise

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3rd


Nov

Still positive on bonds

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29th


Oct

An attractive yield, and a unique strategy: CT UK High Income

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28th


Oct

DIY investors outdo the professionals 

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27th


Oct

QD view – Back an alpha hero

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27th


Oct

How do different equity styles perform during an economic slowdown?

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26th


Oct

How we are playing the Indian stock market boom

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26th


Oct

Investing Basics: Momentum investing – how following a trend can work wonders for your retirement pot

Douglas Chadwick explains how DIY investors can make money in the stock market; ‘buy high and

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26th


Oct

UK demands further reform across pension funds to drive growth 

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23rd


Oct

57 years of dividend increases: City of London

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22nd


Oct

Investing Basics: How private investors can beat the pros

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21st


Oct

Introducing the new management team: Mid Wynd International

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16th


Oct

The energy funds boosted by conflict in the Middle East

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15th


Oct

Quarterly Markets Review – Q3 2023

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13th


Oct

Active positions have paid off: BlackRock Latin American

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11th


Oct

Bond funds vs individual bonds: which are better?

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10th


Oct

Herald: Identifying innovative and disruptive companies

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10th


Oct

Sector revival powers these funds to chart-topping returns

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9th


Oct

European Growth – ever more attractive valuations

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9th


Oct

Epic Stock Market Crashes – How to take advantage of a recession

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9th


Oct

Consistently strong performance: JPMorgan Global Growth & Income

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8th


Oct

Equity income at a time of higher interest rates

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7th


Oct

Investing Basics: What do you get when you buy a growth ETF?

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6th


Oct

Proposed combination with ASCI could offer Shires Income benefits of scale

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5th


Oct

Social investment fund tackling UK social inequality hits £1m with latest investments

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4th


Oct

Achieving net zero: abrdn Property Income Trust’s new reforestation project

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4th


Oct

Two bond funds rising steadily that we have bought

'...but let this not blind you to what virtue there is; many persons strive for high ideals, and

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3rd


Oct

AI revolution: who’s profiting now from generative AI?

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2nd


Oct

Healthy fundamentals

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2nd


Oct

‘Why India is 40% of our portfolio’

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1st


Oct

Widest ‘double discount’ since the GFC: AVI Global Trust

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30th


Sep

This fund region is in a rich vein of form

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28th


Sep

Comment: ‘Is India expensive? We don’t think so’

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25th


Sep

Aubrey European Strategy – Q2 Results Indicate Attractive Valuation 

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24th


Sep

What the Sopranos tells us about valuing records

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23rd


Sep

Deglobalisation: did Mexico just eat China’s lunch?

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22nd


Sep

Consistency and pure UK equity exposure: JPMorgan Claverhouse

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19th


Sep

Why it’s time to reconsider this rising sector

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16th


Sep

Undercover Investor: Propcos on sale

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13th


Sep

QD view – the right fund in the right structure

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12th


Sep

Funds and sectors we use to protect our portfolios

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11th


Sep

Is there anything positive about China?

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11th


Sep

Hope of a settlement for Woodford investors  

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10th


Sep

How technology is transforming India’s economy

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9th


Sep

Investing Basics: Why Fund Fees Are Important

Investors often assume their most important choice is where or what those funds invest in; fees

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8th


Sep

Comment: Why China is spooking investors

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7th


Sep

QD View: Mind the gap

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7th


Sep

You should be dancing

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6th


Sep

Why a poor August points to a September rally for funds

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5th


Sep

We’re all going on a summer holiday

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4th


Sep

The sustainable investment opportunity in emerging markets

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3rd


Sep

Investing Basics: Stronger Together – Selecting an Investment Fund

DIY Investor looks at some of the options available to those considering investment funds.

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2nd


Sep

Why we focus on the Emerging Markets consumer…

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30th


Aug

A snapshot of the global economy in August 2023

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29th


Aug

The fund that’s caught our eye in this rising market

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29th


Aug

High-growth portfolio looking cheaper: JPMorgan Japanese Investment Trust

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28th


Aug

Stock selection prowess at a wide discount: Allianz Technology Trust

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27th


Aug

Four snapshots that show how engagement can add value in credit investing

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27th


Aug

Brunner: Consistently strong performance

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25th


Aug

Active ownership: three ways to improve investor engagement

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24th


Aug

Halfway there…investing on a prayer

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24th


Aug

China and the fear of deflation

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23rd


Aug

Investing Basics: A simple guide to volatility

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22nd


Aug

The road to net zero: Brunner Investment Trust

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20th


Aug

Expecting handsome long-term returns: JPMorgan China Growth & Income

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15th


Aug

Top performing trust in the exciting India sector: Ashoka India Equity

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14th


Aug

Strong and resilient operational growth: BlackRock Throgmorton Trust

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14th


Aug

Focus on Funds: The Evolution of Multi-Asset

Square Mile Research considers a diverse, vibrant and strongly growing area of the market

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14th


Aug

Where next for energy and mining funds?

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13th


Aug

Investing Basics: Exchange-traded commodities: What is an ETC?

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12th


Aug

Proving relatively resilient: Troy Income & Growth Trust

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12th


Aug

UK economy proving more resilient than expected

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11th


Aug

Investing Basics: How to select a fund

Georgette Harrison says there is some thinking to do before you get to the point of selecting a fund

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11th


Aug

Should I stay or should I go?

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10th


Aug

Global equity funds are upping exposure to Japan

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8th


Aug

The outperforming sector I’m not ready to buy yet

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7th


Aug

QD view – Divining higher income in an inflationary environment 

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7th


Aug

Equity income: the UK is now once again the most attractive market for the income investor

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6th


Aug

Wide discount may offer long-term value: Global Smaller Companies

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6th


Aug

The best of both worlds?

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5th


Aug

The best of British opportunity 

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5th


Aug

The compound effect of environmental solutions

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5th


Aug

Investing Basics: Funds – the Facts

DIY Investor shows you what information is included in a fund fact sheet and how it can aid your

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4th


Aug

Still getting it 

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2nd


Aug

A return to outperformance: Witan

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2nd


Aug

Why are Asian smaller companies different?

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31st


Jul

Surprisingly robust health: Results for the UK plc

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30th


Jul

The building blocks for an income strategy: resilience, growth and diversification

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29th


Jul

Showing resilience, but the discount remains wide: Jupiter Green

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28th


Jul

Investing Basics: Investing in your 40s & 50s

If you’re in your 40s or 50s, there’s a good chance you are already investing, be it through a

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28th


Jul

Still getting it 

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27th


Jul

Investing in the US as recession looms

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26th


Jul

Six coronations and counting for Dunedin Income Growth Investment Trust

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25th


Jul

Japan’s value shift

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24th


Jul

The fund up 40% over the past six months that we’re adding to

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24th


Jul

A low-cost core option for US equities: JPMorgan American

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24th


Jul

Investing Basics: DIY Investing in your 20s & 30s

Getting into investing is a smart idea to grow your wealth over time, especially in the

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22nd


Jul

Simply the best

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21st


Jul

A snapshot of the global economy in July 2023

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20th


Jul

Could benefit from a wave of M&A: Downing Strategic Micro-Cap

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18th


Jul

Putting the ‘active’ into active stewardship

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18th


Jul

The funds we own to navigate topsy-turvy markets

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16th


Jul

How to Protect Against Inflation

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15th


Jul

Why tackling gender inequality is key to delivering real financial inclusion

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14th


Jul

Mid-year Outlook 2023: entry points?

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13th


Jul

Many hands make light work

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13th


Jul

India ‘the most attractive emerging market for investing’

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13th


Jul

Notes from a road trip to China 

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10th


Jul

The top 10 fund performers in the second quarter of 2023

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9th


Jul

ChatGPT: a disruptive force for investors

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9th


Jul

Dude, where’s my pension? – Part 2, what’s in the box?

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8th


Jul

A committed growth vehicle on a wide discount: Fidelity Japan

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7th


Jul

Going deep on discounters

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6th


Jul

Silk Road strife

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6th


Jul

The Changing Face of Emerging Markets

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4th


Jul

Are there downsides to money market funds?

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3rd


Jul

Investing Basics: Index Investing for the DIY Investor

Why low cost, passive investing could be the ideal solution for the time poor DIY Investor.

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3rd


Jul

Well placed to benefit from tight commodity markets: BlackRock World Mining

BlackRock World Mining Trust plc believes the inherent strength of mining companies has been widely

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1st


Jul

A high yield which could hedge inflation: abrdn Latin American Income

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29th


Jun

AI revolution: the data scientist’s view

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27th


Jun

Tech is back – and we are watching these funds

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25th


Jun

Investing in funds using charts

Humbug - the 'investor' in The Great British Trade Off, explains how he aggressively invests in

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24th


Jun

Three ways in which the energy industry must change and what this could mean for investors

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24th


Jun

QD view – Bargain Britain

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24th


Jun

Time for a small dose of smaller companies

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22nd


Jun

The best of British opportunity

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21st


Jun

Weathering the Storm: Why and How to Invest in a Recession

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17th


Jun

Let’s go round again

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17th


Jun

Emerging Markets: A changed asset class – More quality, less risk?

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16th


Jun

Available on a small discount – Ruffer Investment Company

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14th


Jun

Results analysis: Foresight Sustainable Forestry

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12th


Jun

Investment Trusts: Price matters, or does it?

NAVs and share price histories both tell a tale, but we think the former has far more value as an

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12th


Jun

The tech fund we bought that’s up more than 30% this year

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8th


Jun

Fidelity European Trust

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7th


Jun

Tech is back – and we are watching these funds

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6th


Jun

Pension funds slow to invest in biodiversity

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5th


Jun

Investing Basics: Absolute Return Funds

Managing risk to deliver stable returns and diversification

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5th


Jun

The four pillars of impact investing and how they work in the real world

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3rd


Jun

Dazed and confused

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3rd


Jun

Mr. Market is a Dortmund fan

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1st


Jun

Regime shift: the infographic that tells the story

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30th


May

Private markets: three ideas for 2023

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24th


May

The fund that just hit an all-time high

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24th


May

Investing Basics: What is an OEIC?

DIY Investor's introduction to Open Ended Investment Companies

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23rd


May

Why Small ETFs are not Necessarily Less Liquid

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22nd


May

Aubrey European Conviction Strategy: Reflections on Q1 Company Reporting

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20th


May

Big tech turnaround: what’s behind the recovery?

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18th


May

Green shoots for global markets in 2023?

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18th


May

A Value View: The Merchant’s Trust PLC

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18th


May

US and EU ‘IRA’: Made in China?

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17th


May

Where we hold our cash to earn 4% returns

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15th


May

Investing Basics: What is a Unit Trust?

DIY Investor's introduction to unit trusts

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15th


May

Investing Basics: A Simple Guide to Fund Pricing

Pricing a fund in a way that is fair to investors is complex – here are the basics

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15th


May

Tipping point: trusts on wide discounts, opportunities and bargains

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11th


May

The global funds delivering the best and most consistent returns

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8th


May

The China briefing: Building your dream

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7th


May

Monthly markets review – April 2023

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3rd


May

Build Your Dream in China like Warren Buffett

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3rd


May

UK shares shine in a mixed April for markets

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1st


May

Investing Basics: Using the Z-score to value investment trusts

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1st


May

A snapshot of the global economy in April 2023

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1st


May

Sustainable debt moves into the spotlight

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30th


Apr

Hope springs eternal

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28th


Apr

Inflation protected income and growth: Momentum Multi-asset Value Trust

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28th


Apr

Fallen Kingdom?

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27th


Apr

Growth Rating 2023: JP Morgan UK Smaller Companies

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25th


Apr

Are we nearly there yet?

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25th


Apr

Investment trusts: Shopping for discounts

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25th


Apr

Media watch – April 2023

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24th


Apr

The low-risk fund we’ve bought to take advantage of rate rises

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23rd


Apr

Sustainable investment: the difficult realities of adjusting to maturity

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22nd


Apr

A rarely available wide discount: Baillie Gifford Shin Nippon

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21st


Apr

Investors offered Woodford compensation deal

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21st


Apr

Investing Basics: Indices, the drivers of ETF growth

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20th


Apr

Navigating inflation with infrastructure assets

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18th


Apr

Asset Allocation: choosing the right asset mix for your ETF portfolio

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17th


Apr

Gold and commodity funds back in form

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16th


Apr

Markets outlook – what next?

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14th


Apr

Seeking solutions to global environmental issues: Impax Environmental Markets

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13th


Apr

Banks: safe and sound?

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12th


Apr

Asset managers had a poor 2022

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10th


Apr

QD View – Discount opportunity on digital disruptor, DGI9

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10th


Apr

Aiming to deliver long term capital growth: Monks Investment Trust

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9th


Apr

Gilts and gold funds shine during flight to safety

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8th


Apr

China and the post Covid era

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5th


Apr

Gilts and gold funds shine during flight to safety

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2nd


Apr

(Re)open the floodgates

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1st


Apr

Will China smile again? Reasons to be hopeful in 2023

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1st


Apr

Piece by Piece

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31st


Mar

Asian Equities: On The Road – India

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30th


Mar

Under new management: Majedie Investments

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28th


Mar

True engagement will move the dial on climate targets

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28th


Mar

Tapping into the potential of the US midmarket

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27th


Mar

Technology funds bounce back in Q1

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25th


Mar

ISA Event: Eastern promise

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24th


Mar

When the REIT opportunity knocks

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23rd


Mar

Income and Growth Rating 2023: Schroder UK Mid Cap

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22nd


Mar

Investing in Japan with investment trusts

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22nd


Mar

Income & Growth Rating 2023: CC Japan

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21st


Mar

Having a big cash position helps us sleep at night

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18th


Mar

Focus on Funds: Fundsmith Equity vs. Lindsell Train Global

Guest post as eminent DIY investor and blogger 'IT Investor' looks closely at two of his holdings

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16th


Mar

Strong NAV growth over five years: Oakley Capital Investments

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15th


Mar

Mind the gap: the most and least consistent fund sectors

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14th


Mar

Wide discount an attractive entry point? Aberdeen New India

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13th


Mar

Active ownership blog: voting season spotlight

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12th


Mar

QD view – Global voyage in search of income

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