Choosing Funds

• New Star - reorganisation to improve performance
  
  21 Nov, 2008
  By Meera Patel

  New Star has announced a number of changes to its fund range including the departure of Stephen Whittaker, joint Chief Investment Officer and manager of their flagging New Star UK...

• New Star Global Financials - update on the financials market
  
  01 Jul, 2008
  By Meera Patel

  Banks have clearly had their share of troubles over the last year. Investors have focused on rising bad debts, particularly in the US mortgage market, and pressures to gain new...

• Skandia Global Best Ideas - Underlying Manager Changed
  
  12 Jun, 2008
  By Alexander Davies

  Skandia has announced that Aberdeen’s Hugh Young will no longer be managing the Asian mandate for the Global Best Ideas Fund. Treasury Asia Asset Management will replace...

• New Star European Growth - Fund Update
  
  13 May, 2008
  By Alexander Davies

  We spoke to Richard Pease, the fund manager, for a fund update. Performance has markedly improved recently and our analysis suggests the manager’s stock selection has helped....

• New Star European Growth - Fund Update
  
  13 May, 2008
  By Alexander Davies

  We spoke to Richard Pease, the fund manager, for a fund update. Performance has markedly improved recently and our analysis suggests the manager’s stock selection has helped....

• How we pick funds for the Wealth 150
  
  11 Apr, 2008
  By Meera Patel

  We are often asked how we pick funds for the Wealth 150 , our list of favoured funds in each sector. First and foremost we do not pick funds based solely on their performance. Past...

• New Star Confirms Indian Equity Fund Launch
  
  10 Apr, 2008
  By Alexander Davies

  New Star Asset Management has announced that they plan to launch an Indian fund before the summer. The fund will be a joint venture with Mumbai-based TATA Asset Management. TATA...

• New Star Heart of Africa - Not all doom and gloom
  
  03 Apr, 2008
  By Meera Patel

  In November 2007, New Star launched their Heart of Africa Fund. You might wonder why I would be highlighting a fund like this at a time when volatility is rife in global markets....

• Sarasin AgriSar - 4.5% saving until 30th March
  
  27 Mar, 2008
  By Meera Patel

  Sarasin may be an unfamiliar name to many investors but they have been investing for many years with particular expertise in thematic investing. What this means is that they look to...

• Soft Commodities
  
  25 Mar, 2008
  By Meera Patel

  The term ‘soft commodities’ basically refers to commodities that are grown rather than mined. Coffee, cocoa, sugar, wheat, and corn are examples of soft commodities while...

• Iimia Miton Optimal Acquire Midas Capital Partners
  
  18 Mar, 2008
  By Alexander Davies

  On March 6th Iimia Miton Optimal conditionally agreed to acquire Midas Capital Partners Limited. The new company name will be Midas Capital plc. Both groups manage funds that feature...

• Soft commodities
  
  04 Mar, 2008
  By Meera Patel

  The term ‘soft commodities’ basically refers to commodities that are grown rather than mined. Coffee, cocoa, sugar, wheat, and corn are examples of soft commodities while...

• Odey Continental European - Fund Update
  
  25 Feb, 2008
  By Alexander Davies

  Last September we removed this fund from the Wealth 150, a list of our favourite funds in each sector. Returns had been poor and our analysis suggested this may be due to the...

• Invesco Perpetual European Growth - fund merger
  
  20 Feb, 2008
  By Meera Patel

  Invesco Perpetual has recently completed a strategic review of their European funds. As part of this review, they are looking to merge the Invesco Perpetual European Growth Fund into...

• First State Global Emerging Markets Funds - Change of Manager
  
  14 Feb, 2008
  By Alexander Davies

  First State has announced that Jonathan Asante has taken over as the lead manager of both the Global Emerging Markets and Global Emerging Markets Leaders Funds. Previously Angus...

• Outlook for medium sized companies
  
  06 Feb, 2008
  By Meera Patel

  2007 was a tough year for medium sized companies (or mid caps). They came under pressure as worries about the credit crunch and its impact on the UK and global economies drove...

• Small Growing Companies
  
  01 Feb, 2008
  By Stephen Lansdown

  I met with a fund manager yesterday who specialises in investing in small companies. He loves the buzz of getting into a company before it becomes big and wants to feel that he is...

• New Star News
  
  22 Jan, 2008
  By Alexander Davies

  There was a lot of press comment last weekend following the fall in New Star’s share price on Friday. The stock fell almost a third, due to the profit warning New Star...

• A golden opportunity?
  
  09 Jan, 2008
  By Meera Patel

  From poor retail sales to soaring fuel costs and the possibility of a US recession, it’s not surprising things seem a little subdued in the markets. But it’s not all doom...

• Hargreaves Lansdown scoops two awards
  
  03 Jan, 2008
  By Meera Patel

  It is always a pleasure to see our hard work being rewarded. The Hargreaves Lansdown Multi Manager team scooped two awards at the Professional Adviser Multi-Manager Awards ceremony...