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Fund Expert

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Our Blogs

Date

Topics

13Aug2021

Under-appreciated – Japanese smaller companies

13Aug2021

Japan is often under our spotlight as it is the only geographical-focussed portfolio with a 3-month review (which is out this month!). This portfolio doesn’t cover smaller companies, so the emphasis in this update is the potential in Japanese smaller companies – which are still overlooked.

By Brian Dennehy

Access Level | member

Fund analysis
12Aug2021

Japan 3-Month – Dynamic Portfolio Review

12Aug2021

This week we review our Japan 3-Month Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

By

Access Level | member

Dynamic Portfolios
12Aug2021

Gold Member Investing Review

12Aug2021

Over the past 18 months, we have built and developed two exciting tools to help our members critically evaluate their funds, instantly.

By

Access Level | member

Portfolio building
06Aug2021

UPDATED – Profit Drawdown From Your SIPP Or ISA

06Aug2021

Back in 2019, a Gold Member asked why people should switch into income funds in retirement when they can keep running with one of our momentum-style portfolios and, possibly, do even better?

By Brian Dennehy

Access Level | member

Portfolio building
06Aug2021

UK Blended– Dynamic Portfolio Review

06Aug2021

This week we review our UK Blended Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

By

Access Level | member

Dynamic Portfolios
06Aug2021

Fidelity Guest Blog – “What next for China?”

06Aug2021

“What next for China” is below. We think it is a great summary of what has happened in China over the past weeks and answers many questions you may have.

By Fidelity Investment Team

Access Level | member

Market commentary
30Jul2021

Funds With Bid-Offer Spreads – Be Careful

30Jul2021

The vast majority of funds are single priced i.e. on any one day you buy and sell at the same price. But a small number have a difference between the buying and selling price, the bid-offer spread.

By Brian Dennehy

Access Level | member

Fund analysis
30Jul2021

Vintage Research – Why We Don’t Enjoy Doing It

30Jul2021

As you may be aware, earlier this week we released our annual Vintage Report. To get your copy of the report just click below, no email address or personal details are required.

By

Access Level | public

Investment research
30Jul2021

What’s Hot, What’s Not: Low Risk Hot, China Not [Fund Edition]

30Jul2021

So called “boring” funds have stolen the limelight in July, while Chinese funds have taken a steep tumble.

By

Access Level | member

What's Hot What's Not
23Jul2021

Your Questions Answered - July 2021 Teleconference Q&A

23Jul2021

Questions and Answers for the July 2021 Gold Members' Teleconference

By Brian Dennehy

Access Level | member

Q&A

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