Fund research
This page contains literature published by a range of fund managers.
Please bear in mind that:- The value of investments can fall as well as rise and any income from them is not guaranteed. You should be prepared to lose your investment. Past performance is not a guide to future performance.
- You should always read the Prospectus and understand the nature of the investment you plan to make. Be aware that some may use derivatives which carry a high risk to your capital.
Ethical Investing with AEGON
AEGON Asset Management offers Selftrade investors a choice of three ethical funds at 0.50%. All are designed to meet the needs of clients who wish to make investment decisions based on strong ethical principles.
The AEGON Ethical Equity Fund invests in UK equities, the AEGON Ethical Corporate Bond Fund invests in corporate bonds and the AEGON Ethical Cautious Managed Fund actively asset allocates between UK equities, fixed income and cash. All funds use highly selective investment criteria, a dark green screening process and are managed by AAA Citywire rated managers.
Ethical investing and the AEGON ethical funds >
AEGON ethical screening process >
Fund of Funds & Multi-Management
A fund of funds, as the name suggests, is a fund that predominantly invests in a number of other underlying funds. The job of a fund of funds manager is to know about fund managers in the same way that other fund managers know about shares. They use this expertise to select and access what they believe to be the best performing funds in each asset class and geographical region, and blend these funds together with the aim of producing enhanced returns.
Fettered or unfettered?
A fund of funds can be either 'fettered' or 'unfettered.' The manager of a fettered fund of funds can only invest in the funds of that investment house, where as a unfettered fund of funds manager can invest in funds on the entire market.
Key benefits of fund of funds
- Diversification - investment spread across a range of funds
- An ideal core holding - access to broad range of markets and sectors
- Actively managed - managers continually research the industry and market
- Balanced/risk management - spreading risk across broad area
- Tax efficient - managers can switch funds without CGT liability
Fund of funds are an increasingly popular investment vehicle amongst investors alike, for good reason, as they offer a number of benefits. To search the fund of funds available through Selftrade, use our Fund Selector. You'll have access to fund of funds portfolios from Jupiter, Gartmore, New Star, Fidelity, Schroders and M&G.
Falling markets and you
Download GARTMORE's guide 'Falling markets and your portfolio.' When the economy shows signs of slowing down, it offers an opportunity to review your portfolio and position it to weather the storm. This doesn't mean making sweeping changes, just sensible, incremental changes that provide some additional strength.
Benefits of diversification
Download a GARTMORE's guide 'The benefits of diversification.' Diversification is defined as the spreading of your portfolio across different asset classes to reduce the risk in your portfolio.
Long-term investing
Download a to GARTMORE's guide'Long-term investing.' Long-term investment is not just about buying low and selling high. Stock markets may rise and fall, but the rules of sensible investment remain constant. Find our more here.
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Data Sources: include Bondscape, Dow Jones, Factset, FTSE, Morningstar. Conditions may apply.
