Whitechurch Securities

Low liquidity, US monetary policy risk and steep valuations in India are the reasons why over 20% of the Fundsmith Emerging Equities trust remains uninvested almost a year after launch, according to manager Terry Smith.

Wealth managers are urging fund providers to open preferentially-priced share classes to their businesses, as opposed to just the largest, typically platform-based distributors.

Large-cap funds in the UK Equity Income sector have increased the concentration of their top ten holdings even as the UK's largest stocks begin to struggle, data compiled for Investment Week has revealed.

Are active funds still worth the effort?

Whitechurch Securities has moved to sell clients' positions in the Schroder UK Opportunities fund following Julie Dean's exit from the group.

Invesco Perpetual's Global Targeted Returns fund has pulled ahead of its main competitor in its first year of existence, prompting fund buyers to reconsider their options in the absolute return space.

Fund selectors have begun to move away from ‘dogmatic' equity funds that favour either growth or value investment approaches to focus on more balanced equivalents.

Many popular absolute return funds targeting low volatility are in danger of registering annual losses. What can managers do to turn around performance?

Whitechurch Securities is considering imposing a cap on the size of funds it buys for clients, a move which may see it automatically sell a fund once it hits a set limit.

The cheapest UK equity income funds in the market are delivering much better long-term returns than some of their more expensive rivals, data compiled for Investment Week reveals