Funds
The latest news, updates and opinions on Funds from the expert team here at MoneyWeek
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14 years of the MoneyWeek investment trust portfolioMoneyWeek’s model portfolio offers plenty of insights into how to use investment trusts and the benefits of not tinkering too much.
By Rupert Hargreaves Published
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Why investment trusts are a solid basis for building wealthUnderstanding the mechanics of investment trusts is crucial for long-term investors – here's where to look.
By Maryam Cockar Published
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How many funds should you hold?Does a higher number of funds in your portfolio improve its diversification, or is there a limit to how many funds you should hold?
By Dan McEvoy Published
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‘Caledonia Investments must close its discount’Caledonia Investments offers something unique, and returns are on target, but the shares have underperformed and the discount remains stubbornly wide
By Rupert Hargreaves Published
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These 21 investment trusts have raised dividends for 20 years or moreOne investment trust has hit the 60-year mark for annual dividend increases, while another joins the ‘dividend heroes’ list for the first time.
By Sam Walker Published
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Private equity funds to buy as the sector bounces backPrivate equity fund discounts are narrowing, but boards should talk about their portfolios instead of boosting share buybacks, says Max King
By Max King Published
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Which investment trusts have been the most resilient during the Iran crisis?Technology and renewable energy infrastructure have thrived even as the conflict has rocked markets.
By Dan McEvoy Published
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Low-cost index funds for simple investingTips Index funds are an easy, low-cost way for investors to invest in a sector or asset class. Here’s a selection of the cheapest passive tracker funds on the market right now.
By Dan McEvoy Last updated
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The top stocks DIY investors bought in August. Are they taking more risk?AI and digital asset plays were among the most-bought stocks last month, alongside global tracker funds.
By Dan McEvoy Last updated
