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News & Research

Should you buy, hold or fold JPMorgan Global Growth & Income trust?
By Matteo Anelli | 13:00 | 07-Sep-2026
With lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put. ...
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The emotional impact of retirement for clients
By BNY Investments | 12:30 | 07-Sep-2026
Retirement can bring emotional and social challenges as well as financial ones, leaving advisers increasingly expected to support clients through a transition that goes far beyond money. ...
 
WealthSelect trims passive US exposure and leans into value stocks
By Gary Jackson | 12:20 | 07-Sep-2026
Quilter's WealthSelect managers see market leadership becoming less concentrated in US mega-cap technology stocks. ...
 
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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