Splitting the difference

Article Abstract:

Split capital investment trusts have been affected by declining markets, but their low prices at present mean they could be a good investment. Investors can find it hard to obtain information on such trusts, and many use funds.

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Funds of funds fallacy

Article Abstract:

Funds of funds are currently popular, but investors should be able to spread the risk themselves without paying a specialist fund manager. Portfolio theory can be used to create portfolios with specific risk profiles.

Models, Risk (Economics)

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Cyclical value funds

Article Abstract:

The recent falls suffered by value funds including Fidelity Special Situations and M&G Recovery highlights the fact that such unit trusts are cyclical. Value stocks have greater exposure to recession than other funds.

Prices and rates, Statistics, Fidelity Special Situations Unit Trust, M&G Recovery Unit Trust

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