March 2024
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
Fund Research
Schroder European Real Estate
SERE's high and covered dividend is arguably undervalued by a very wide discount...
20 Mar
20 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar
Fund Research
Ruffer Investment Company
RICA’s tough 2023 followed a stellar 2022…
06 Mar
06 Mar
February 2024
Fund Research
Fidelity Japan
FJV looks for undiscovered growth stories in Japan…
28 Feb
28 Feb
Fund Research
River & Mercantile UK Micro Cap
RMMC’s concentrated, growth portfolio could be a major beneficiary of a UK recovery…
27 Feb
27 Feb
Fund Research
abrdn New India
ANII outperformed the MSCI India benchmark in 2023…
27 Feb
27 Feb
Fund Research
Ashoka India Equity
AIE is the top-performing India fund since launch…
23 Feb
23 Feb
Fund Research
Schroder AsiaPacific
SDP’s pragmatic approach has driven another year of outperformance…
20 Feb
20 Feb
Fund Research
Miton UK MicroCap
MINI’s managers believe the prospects for the strategy are the best they have been for 30 years…
16 Feb
16 Feb
Fund Research
Fidelity Asian Values
FAS has a highly differentiated profile: small-cap Asian value with a significant China exposure…
14 Feb
14 Feb
Fund Research
BH Macro
BHMG’s differentiated proposition is made yet more attractive given the 11% discount to NAV…
14 Feb
14 Feb
Fund Research
JPMorgan Indian
JII has delivered improved performance under a new management team…
09 Feb
09 Feb
Fund Research
Global Smaller Companies
GSCT has delivered sector-leading performance over three years…
09 Feb
09 Feb
Fund Research
European Assets
EAT's high dividend and exposure to European small-caps make for a distinctive recovery play...
06 Feb
06 Feb
January 2024
Fund Research
CT UK Capital & Income
CTUK is celebrating 30 years of dividend growth…
31 Jan
31 Jan
Fund Research
Finsbury Growth & Income
FGT’s performance has been disappointing, but Nick Train is optimistic on prospects…
30 Jan
30 Jan
Fund Research
Schroder Income Growth
SCF has outperformed the index over the long term and boasts a premium yield to the market…
26 Jan
26 Jan
Fund Research
Dunedin Income Growth
DIG outperformed the index over 2023 and continues to differentiate itself from peers…
26 Jan
26 Jan
Fund Research
JPMorgan UK Smaller Companies
JMI’s proposed combination with JMF will offer investors a range of potential benefits…
25 Jan
25 Jan
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
Fund Research
JPMorgan Global Core Real Assets
Prospective returns on the real assets sectors JARA invests in have been written up…
24 Jan
24 Jan
Fund Research
JPMorgan Emerging Markets
JMG aims to hold multi-cycle winners over the long run…
24 Jan
24 Jan
Fund Research
Invesco Select: Global Equity Income
IVPG’s proposed merger with IVPU will bring with it the inherent benefits of scale…
23 Jan
23 Jan
Fund Research
European Opportunities Trust
EOT's portfolio of leading global companies, as well as the discount to NAV, offer strong recovery potential...
17 Jan
17 Jan
Fund Research
Taylor Maritime Investments
TMI’s fleet is younger and leaner post-acquisition…
16 Jan
16 Jan
Fund Research
Schroder Oriental Income
SOI has delivered another year of outperformance and dividend growth…
16 Jan
16 Jan