Have absolute return funds protected investors in the market storm?

Absolute return funds – designed to turn a profit come what may – fell 4.9 per cent during the market carnage last month, new analysis reveals. That loss looks benign relative to the massive declines seen elsewhere, particularly among small company and equity income funds, as the coronavirus crisis demolished global markets. The standout performer … Read more

Director dealing: Bosses are buying shares, should you?

Deal: Wizz Air boss Jozsef Varadi bought £643,000 of the airline’s shares No-one knows where share prices are going to go from here, though some smart hedge fund managers may think they do.  Markets in Britain and the US rallied a little last week, but there were sharp corrections along the way.  Volatility, it seems, … Read more

Hargreaves Lansdown scales back its help centre hours

Hargreaves Lansdown scales back its help centre hours to deal with surge in enquiries By Money Mail Reporter For The Daily Mail Published: 22:01 GMT, 24 March 2020 | Updated: 22:01 GMT, 24 March 2020 Hargreaves Lansdown says it is concentrating staff between 8am and 5pm on weekdays to keep delays to a minimum Investment … Read more

Dividend Heroes 2020: Investment trusts boosting income since Light My Fire

In need of a stock market champion? SIMON LAMBERT on the Dividend Hero trusts that have boosted payouts since The Doors sang Light My Fire By Simon Lambert for Thisismoney.co.uk Published: 06:00 GMT, 19 March 2020 | Updated: 06:00 GMT, 19 March 2020 If ever there was a time when investors needed a hero, it’s … Read more

The FTSE 100 is down 15% in 20 years, so why invest for the long-term?

The FTSE 100 is down 15% over two decades, so why are investors told to think long-term? SIMON LAMBERT on the dividend case for the defence By Simon Lambert for Thisismoney.co.uk Published: 06:00 GMT, 12 March 2020 | Updated: 06:00 GMT, 12 March 2020 Can you defend the UK stock market’s dire performance since the … Read more

Five tips for investors when a crisis like coronavirus hits

There’s nothing to sharpen the investing mind like being down thousands of pounds. I think it’s therefore fairly safe to say that there will have been more than a few This is Money readers with very sharp minds at the end of last week thanks to coronavirus. The stock market’s hard and fast daily falls … Read more

My investing firm won’t let me move half of my funds to a rival

I have £150,000 of investments, and I also look after my brother’s £300,000 portfolio on his behalf. We have held our investments with a big financial services provider since 2012. We’ve had several financial advisers during that time. After talking to a new ‘restricted’ adviser who offers investments via a large UK bank, I am … Read more

Why a ‘best buy’ fund isn’t always the sure bet it seems

DIY investors should pay close attention to the picks featured on favourite fund lists, as not all of them will be the star performers they appear to be. In the worst-case scenario, investors have a nearly one-in-three chance of picking a poorly performing fund, which could continue to make sub-par returns, research shows. ‘Investors think … Read more

Nutmeg teams up with Great Ormond Street Hospital for Junior Isa

Nutmeg teams up with Great Ormond Street Hospital charity to launch Junior Isa with a socially responsible investing option Digital wealth manager partners with charity to give more choice to investors while supporting seriously ill children at Great Ormond Street Hospital (GOSH) Three investment styles available including a socially responsible option Nutmeg will donate £25 … Read more

Should you buy a currency hedged overseas investment fund?

Buying a fund that invests overseas but mitigates negative currency moves rather than just them riding out sounds like a good idea on the face of it. But individual investors are routinely warned off using the ‘currency hedged’ versions of funds, because it involves making tough judgement calls that professionals often get wrong. Don’t fancy … Read more