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Managed funds briefings
Managed funds
This paper outlines the Morningstar's proposed solution to the challenge of presenting historical fund performance, given the launch of new, commission-free share classes being introduced to investors under changes required by the Retail Distribution Review (RDR).
The Newton Asian Income Fund seeks to generate income for investors, together with long-term capital growth, through a concentrated portfolio of shares in companies based in Asia, excluding Japan, but including Australia and New Zealand.
The expertly managed Newton Asian Income Fund has achieved top quartile performance over the last 1, 3 and 5 years to 30 September 2012 (Lipper). The Fund offers investors concentrated access to Asian companies with strong balance sheets and is an ideal fund for investors who prefer a combination of
Identifying fund managers who can outperform the market consistently after expenses is often difficult. This paper focuses on two insightful pieces of research into the traits of managers who are likely to show persistent outperformance and deliver value for money. A brief summary of the key
This Fund aims to achieve above average capital growth through investing in companies domiciled in North America or which have significant North American operations. These include smaller and growing companies, those with potential for merger or takeover and those with new management recovery
This Fund seeks to achieve capital growth through investing primarily in the stocks of medium to large companies domiciled in North America or which have significant North American operations.
This Fund aims to generate long-term capital growth by investing primarily in small US companies.
The Fund aims to achieve capital growth by investing primarily in a selection of medium sized companies, which are constituents of the FTSE 250 (ex Investment Trusts) Index.
The Fund aims to achieve above average capital growth from a concentrated portfolio of both long and short positions in UK equities and UK equity derivatives. The Fund will maintain at all times a directional exposure to the UK equity market.
This Fund aims to achieve an above average income combined with sound prospects for capital growth by investing in a portfolio of UK equities.
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