Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
Fidelity
-
-
FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
-
30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
-
Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
-
Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
-
Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
-
Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
-
Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
-
Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
-
Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
-
Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
-
Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities