Investors should wait six months before buying a newly-launched fund, and then only if it has already posted strong performance, according to analysis carried out by Dennehy Weller & Co.
Stephen Peters, investment trust analyst at Charles Stanley, says unjustifiably arrogant trusts are not helping the wider sector ‘survive and thrive' in the face of increasing competition.
Vanguard's Jeffrey Molitor on why the zero sum game theory is difficult for managers to overcome
Baptism of fire sees UBS Global Allocation manager Andreas Koester deliver top-quartile returns through sharp market correction
Martin Currie manager is seeking out 20%-25% on a reasonable investment horizon on his Global Energy vehicle one year on from its launch
Only four investment funds that achieved S&P AAA status in 1995remain AAA-rated today. How did they achieve this feat?
PSigma Balanced Managed Fof head has negotiated the fund well through volatility
Quality core holdings with a satellite portfolio deliver top-decile performance