Jonathan Jones

2 weeks ago | trustnet.com | Jonathan Jones

Blue Whale Capital’s Stephen Yiu, Comgest’s Franz Weis and Richard Hodges from Nomura have been added to the FE fundinfo Alpha Manager Hall of Fame in 2025. Yiu has been the sole manager of the £1.3bn WS Blue Whale Growth fund since its launch in 2017, having previously worked on funds at Hargreaves Lansdown and Artemis. Since its launch, the fund has achieved a 164.2% return, the seventh-best in the IA Global sector, as shown in the chart below.

2 weeks ago | trustnet.com | Jonathan Jones

Boutique fund managers often struggle to get their funds to scale early on in their careers. Without a big brand name behind them, it can be tough to make the industry pay attention. A good track record helps, but not always. A common rule of thumb for investors is to wait until a fund has a three-year track record. This can give them the conviction that the manager has a repeatable and proven process. But this has not been enough for the VT Holland Advisors Equity fund.

2 weeks ago | trustnet.com | Jonathan Jones

Traditional government bonds will not provide the ballast to a portfolio they have historically, according to Peter Kent, co-head of fixed income at Ninety One, who warned investors that “asset allocation approaches need a reboot”. The main difference this time around is the rationale behind market volatility. In past crises, such as in 2008, the issue was demand-driven.

3 weeks ago | trustnet.com | Jonathan Jones

It has been hard for active global funds to excel in recent years. Even harder still when avoiding some of the ‘Magnificent Seven’ US tech stocks that have dominated in the artificial intelligence (AI) boom. Yet the little-known VT Holland Advisors Equity fund has achieved just this. The fund was launched in 2011 but was converted to a UCITs fund in 2021 – when Trustnet first started collating data on the portfolio.

3 weeks ago | trustnet.com | Jonathan Jones

Seemingly almost overnight, a rift of intergalactic proportions has emerged and no, it was not emperor Palpatine disbanding the galactic senate. Far closer to home, Donald Trump and Elon Musk got into a social media back-and-forth last night, with Tesla and SpaceX chief Musk taking aim at the US president’s ‘Big Beautiful Bill’. He took to his social media platform X, calling it a “big ugly spending bill” and retweeted videos that were negative about the proposed legislation.