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Sector Watch: Equity and Bond Income sector suffers credit crunch fall out

00:01 | 21 Aug 2008 | By Sara Smith

The 12 months to the end of July proved to be a struggle for managers in the equity and bond income sector, with the average manager posting a loss of 10.44%.

Hold or Fold? Fidelity Income Plus vs Henderson UK Equity Income

00:01 | 20 Aug 2008 | By Tim Cooper

The UK Equity Income sector has proved particularly vulnerable to the current stock market downturn but our adviser panel views this week’s funds as struggling more than most.

Market tactics: Gilts

00:01 | 19 Aug 2008 | By Tim Cooper

The flight to quality and away from volatile equities continues to shore up the gilts market. However, the tide of rising inflation seems to be rapidly heading up the beach and taking over as the most important factor affecting this market.

Star Profile: In search of absolutes

00:01 | 18 Aug 2008 | By Dylan Lobo

Mark Lyttleton has become the man of the moment in the midst of the credit crunch as his absolute return approach pays off.

Team Profile: Long-term view still holds sway for Taylor Young

00:01 | 15 Aug 2008 | By David Campbell

At a time when many firms are taking an increasingly short-term view, Taylor Young still has a refreshingly old-fashioned approach.

Sherwen On Risk: Nuclear stand-off over Iran will affect us all

09:20 | 14 Aug 2008 | By Patrick Sherwen

The outcome of the stand-off over Iran’s nuclear weapons programme will have important consequences for investors around the globe

Hold or Fold? Greater China funds from First State and HSBC

00:01 | 13 Aug 2008 | By Tim Cooper

First State’s China fund performs well on the back of solid management, impressing our adviser panel; but HSBC’s fund disappoints, lagging behind the benchmark despite being on home turf.

Market tactics: UK Equity Income

00:01 | 12 Aug 2008 | By Tim Cooper

In these lean times, the jury is out on equity income. Two of this week’s advisers have given it the red light. However, the other two experts predict that income investors will eventually be rewarded for their loyalty.

Reader Survey: Advisers call for cautious funds to cut equity exposure

01:00 | 11 Aug 2008 | By Sara Smith

The majority of UK advisers feel cautious funds are being anything but that, according to our monthly survey.

Fund Result: Barry Norris, Argonaut European Alpha

00:45 | 11 Aug 2008

Citywire AA-rated Barry Norris’ Argonaut European Alpha fund was rated fourth of 77 funds in the Europe ex UK sector over the 12 months to the end of June.

Fund Result: Tom Walker, Martin Currie North American

00:40 | 11 Aug 2008

Martin Currie’s AA-rated Tom Walker and co-manager of the North America fund David Forsyth remained at the top of the sector over the 12 months to July, returning 3.07%.

Fund Result: Jason McCay/Richard Evans, Martin Currie Asia Pacific

00:35 | 11 Aug 2008

Citywire A-rated duo Jason McCay and Richard Evans saw returns of 10.77% on their Asia Pacific fund over a 12-month period to the end of May, versus a sector average of 9.77%.

Fund Result: Richard Buxton, Schroder UK Alpha Plus

00:30 | 11 Aug 2008

Citywire AAA-rated Richard Buxton’s Schroder UK Alpha Plus fund ended the 12 months to the end of May on a loss of 13.33%.

Fund Result: Robin Geffen, Neptune Quarterly Income

00:25 | 11 Aug 2008

Robin Geffen underlined his investment nous in difficult market conditions by delivering the third-best performance in his equity income peer group in June.

Fund Result: Allan Liu, Fidelity South East Asia

00:20 | 11 Aug 2008

Fidelity’s Alan Liu did not have one of his best months in June.

Fund Result: Neil Woodford, Invesco Perpetual Income

00:15 | 11 Aug 2008

Citywire AA-rated Neil Woodford’s admission to his investors in July that he had miscalled resources did not prevent him from remaining on top of retail sales surveys.

Fund Result: Adrian Frost, Artemis Income

00:10 | 11 Aug 2008

The six months to the end of June saw Adrian Frost down 13.16%, a slight outperformance compared with his peers.

Fund Result: Ian Henderson, JPMorgan Natural Resources

00:05 | 11 Aug 2008

Ian Henderson’s JPMorgan Natural Resources fund had a tough time in June

Fund Result: Francois Mouté, ABN Amro US Opportunities

00:01 | 11 Aug 2008

Citywire AAA-rated Francois Mouté of the ABN Amro US Opportunities fund has had an extraordinary year.

Rated Manager Survey: Managers see recession knocking at the door

00:01 | 08 Aug 2008 | By David Campbell

It looks like being a triumph for the pessimists, as the latest Citywire Rated Manager Survey suggests recession is fast becoming a reality.

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