Funds
The latest news, updates and opinions on Funds from the expert team here at MoneyWeek
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MoneyWeek ETF portfolio update: taking a lesson on inflation from the 1970s
Tips Inflation is here to stay. Time to protect our ETF portfolio with some energy exposure, says Cris Sholto Heaton
By Cris Sholto Heaton Last updated
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What’s happened to the small-cap effect?
Sponsored Small-cap stocks have traditionally outperformed their blue-chip cousins. But is this still true today? Max King looks at their performance, and the advantages of investing in small-cap-focused investment trusts
By Max King Published
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An unwelcome merger deal for the Honeycomb Investment Trust
Analysis A deal to buy its own manager makes this high-yielding debt fund less appealing, says David Stevenson
By David Prosser Published
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Mining stocks are back in favour – but proceed with caution
Tips This investment trust packed with mining stocks has risen by 70% since the end of 2019, but investors should be cautious about assuming “this time is different”, says Max King
By Max King Published
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Collateralised loan obligations – a risky bet on inflation
Tips Collateralised loan obligation funds are complex, but could be worth a look for investors who understand the dangers, says David Stevenson.
By David Stevenson Published
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Why we’re keeping RIT Capital Partners in our portfolio
News The RIT Capital Partners investment trust has lost 10% so far this year. But its longer term record is exceptional, says Merryn Somerset Webb.
By Merryn Somerset Webb Published
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Personal Assets Trust update: keep faith in gold
News Personal Assets Trust one of the components of the MoneyWeek investment trust portfolio, saw a rise in its premium relative to net asset value. Saloni Sardana looks at how the trust is doing.
By Saloni Sardana Last updated
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A high-quality income-focused investment trust to buy now
Tips First-rate companies with sustainable returns are the key to long-term dividend growth for the Murray Income Trust.
By Max King Published
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How to use exchange-traded products to profit from market turbulence
Opinion Short and leveraged exchange-traded products (ETPs) could be useful for making trading bets as tech stocks fall
By David Stevenson Published