Fund Research & Insight

Fund researchFund sector reviewsResponsible investingFund investment ideas

Fund Research

The latest research from our expert fund research team. No news or research item is a personal recommendation to deal.
Schroder Asian Discovery: October 2024 fund update
UBS S&P 500 Index: October 2024 fund update
FTF Royce US Smaller Companies: October 2024 fund update
BNY Mellon US Equity Income: October 2024 fund update
JPMorgan Emerging Markets: October 2024 fund update
UK funds review – value on offer, but where should investors look?

Fund sectors

UK Equity Income
UK Growth
Global
Europe
Specialist
UK Small and Mid-Sized Companies
Asia & Emerging Markets
Mixed Investment / Total Return
Japan
North America
Property
Bonds

Fund sector reviews

UK funds review – value on offer, but where should investors look?
US funds review – a jumbo rate cut and the US Election
Japan stock market review – the yen carry trade and what’s next
Europe funds review – what’s next for European stock markets?
Bond funds sector review – are rate cuts a bond investors best friend?
Mixed and total return sector review – which markets did best?

Fund notifications

Fund notifications
Fund notifications

Our research team provide updates on popular funds to keep you aware of key changes in the fund, including manager changes and acquisitions.

View latest fund notifications

Fund shortlists

Fund shortlists
The Wealth Shortlist

We put funds under the microscope to make sure the list only contains the funds that our in-depth analysis indicates have the greatest performance potential.

Explore The Wealth Shortlist
Established tracker funds
HL ready-made portfolios

Responsible investing

Responsible investing 1
Approaches

Find out about the different approaches to responsible investing and what they could mean for your portfolio and investment decisions.

Learn about responsible investing
Responsible investing 2
Responsible Investing Fund Ideas

Our analysts have identified a shortlist of funds with long-term performance potential within the responsible investing sector.

Explore fund ideas
Responsible investing 3
Latest articles

Our expert research team provide regular research and analysis on the world of Responsible Investing.

Read our latest articles
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Power and Money: how will the UK budget and US election impact investments?
Switch your money on
Personal finance
Podcast

Fund investment ideas

US Election – 2 share ideas that could benefit from a Harris win
Autumn Budget – 3 fund ideas to help with increased capital gains tax
Japan’s snap election – what happened, what’s next, plus 2 fund ideas
How to find value in the UK stock market – 3 UK fund ideas