Fund In Five Archives | Portfolio Adviser https://portfolio-adviser.com/funds/fund-in-five/ Investment news for UK wealth managers Thu, 16 Jan 2025 13:59:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://portfolio-adviser.com/wp-content/uploads/2023/06/cropped-pa-fav-32x32.png Fund In Five Archives | Portfolio Adviser https://portfolio-adviser.com/funds/fund-in-five/ 32 32 Artemis Corporate Bond Fund https://portfolio-adviser.com/artemis-corporate-bond-fund/ https://portfolio-adviser.com/artemis-corporate-bond-fund/#respond Thu, 16 Jan 2025 13:59:32 +0000 https://portfolio-adviser.com/?p=313143

In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

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T. Rowe Price US Smaller Companies Equity Portfolio https://portfolio-adviser.com/t-rowe-price-us-smaller-companies-equity-portfolio/ https://portfolio-adviser.com/t-rowe-price-us-smaller-companies-equity-portfolio/#respond Mon, 06 Jan 2025 09:47:45 +0000 https://portfolio-adviser.com/?p=312977

In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.

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Artemis UK Select Fund https://portfolio-adviser.com/artemis-uk-select-fund/ https://portfolio-adviser.com/artemis-uk-select-fund/#respond Wed, 04 Dec 2024 14:21:18 +0000 https://portfolio-adviser.com/?p=312533

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.

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Artemis UK equity team https://portfolio-adviser.com/artemis-uk-equity-team/ https://portfolio-adviser.com/artemis-uk-equity-team/#respond Wed, 04 Dec 2024 14:20:50 +0000 https://portfolio-adviser.com/?p=312530

In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits

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Artemis US Smaller Companies Fund https://portfolio-adviser.com/artemis-us-smaller-companies-fund/ https://portfolio-adviser.com/artemis-us-smaller-companies-fund/#respond Mon, 25 Nov 2024 09:30:53 +0000 https://portfolio-adviser.com/?p=312402

In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.

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AXA Global Short Duration Bond Fund https://portfolio-adviser.com/axa-global-short-duration-bond-fund/ https://portfolio-adviser.com/axa-global-short-duration-bond-fund/#respond Tue, 12 Nov 2024 14:07:38 +0000 https://portfolio-adviser.com/?p=312257

In this Fund in Five, Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.

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Vanguard https://portfolio-adviser.com/vanguard/ https://portfolio-adviser.com/vanguard/#respond Tue, 05 Nov 2024 08:51:44 +0000 https://portfolio-adviser.com/?p=312169

In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.

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Fidelity Sterling Corporate Bond Fund https://portfolio-adviser.com/fidelity-sterling-corporate-bond-fund/ https://portfolio-adviser.com/fidelity-sterling-corporate-bond-fund/#respond Tue, 15 Oct 2024 09:00:16 +0000 https://portfolio-adviser.com/?p=311856

In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for the asset class.

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Fidelity Short Dated Corporate Bond Fund https://portfolio-adviser.com/fidelity-short-dated-corporate-bond-fund-2/ https://portfolio-adviser.com/fidelity-short-dated-corporate-bond-fund-2/#respond Wed, 02 Oct 2024 09:16:49 +0000 https://portfolio-adviser.com/?p=311715

In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class.

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Royal London Global Sustainable Equity Fund https://portfolio-adviser.com/royal-london-global-sustainable-equity-fund/ https://portfolio-adviser.com/royal-london-global-sustainable-equity-fund/#respond Tue, 17 Sep 2024 11:58:16 +0000 https://portfolio-adviser.com/?p=311290

In this Fund in Five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in

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Artemis Short-Duration Strategic Bond Fund https://portfolio-adviser.com/artemis-short-duration-strategic-bond-fund/ https://portfolio-adviser.com/artemis-short-duration-strategic-bond-fund/#respond Wed, 10 Jul 2024 08:38:00 +0000 https://portfolio-adviser.com/?p=310692

In this Fund in Five, Stephen Snowden, fund manager and head of fixed income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.

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Artemis SmartGARPĀ®Global Emerging Markets Equity Fund https://portfolio-adviser.com/artemis-smartgarpglobal-emerging-markets-equity-fund/ https://portfolio-adviser.com/artemis-smartgarpglobal-emerging-markets-equity-fund/#respond Wed, 08 May 2024 10:10:00 +0000 https://portfolio-adviser.com/?p=309801

In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARPĀ® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region.

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