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Nov 13, 2024 | 
ii.co.uk | Lee Wild |Kyle Caldwell
These articles are provided for information purposes only. The content is not intended to be a personal recommendation. The value of your investments, and the income derived from them, may go down as well as up. If in doubt, please seek advice from a qualified investment adviser.
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May 3, 2024 | 
ii.co.uk | Kyle Caldwell |Alex Watts |Sam Benstead |Andrew Pitts
Invest to reflect your personal values, for a monthly flat fee. Our impartial insight can help you make the right choice for you. Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling. Investing for good is not just straightforward with ii, it is ACE.
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Apr 18, 2024 | 
ii.co.uk | Kyle Caldwell
For investors at the start of their investment journey, plenty of inspiration can be taken from the small but growing number of investors who have become ISA millionaires. Among interactive investor customers, 1,001 have achieved the impressive feat of amassing a seven-figure portfolio. Key elements in reaching the milestone include time, patience and shrewd investment choices.
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Apr 16, 2024 | 
ii.co.uk | Kyle Caldwell
Heading into 2024, most investment commentators were optimistic that stock and bond markets would rally amid expectations that the worst of inflation had been defeated and a “soft landing” had been engineered by central banks. As inflation continues to fall and the prospect of a severe recession looks unlikely, such optimism looks well placed. Fund manager optimism is now the most bullish since the start of 2022, according to the closely watched Bank of America survey.
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Apr 16, 2024 | 
ii.co.uk | Kyle Caldwell
The board of Balanced Commercial Property Trust Ord (LSE:BCPT) is considering its future, which could result in a sale as it looks to “enhance value for shareholders”. As part of a strategic review, the real estate investment trust (REIT) said it will consider all options including winding down the portfolio, changing investment strategy or fund firm, and whether to take further actions to tackle its wide discount (currently -27.9%).
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Apr 16, 2024 | 
ii.co.uk | Kyle Caldwell
To access the data pages in PDF format, click on the links below. Explanatory footnotes are at the bottom of this page. Investment funds alphabeticalInvestment funds: top performersInvestment trusts and companiesExchange-traded productsThe data, provided by Morningstar, will be published mid-month and dated to the start of the month – 1 April in this case.
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Apr 5, 2024 | 
ii.co.uk | Kyle Caldwell
Investment trusts, due to their closed-ended structure, offer investors the chance of picking up a potential bargain. Such an opportunity arises when a trust’s share price is lower than the underlying investments held by the trust (the net asset value, or NAV). However, a trust trading on a discount to NAV is not necessarily a buying opportunity. There’s likely a good reason why the trust is cheap, such as subdued short- or long-term performance, or poor investor sentiment towards how it invests.
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Apr 4, 2024 | 
ii.co.uk | Kyle Caldwell
The sales statistics for UK equity funds make grim reading. UK funds saw £14 billion of outflows in 2023, making it eight consecutive years of investors pulling out their money. Valuations alone haven’t been a catalyst for a change in fortunes. Over the past couple of years, the UK market has been trading on cheap valuations versus its own history and compared to international markets.
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Apr 2, 2024 | 
ii.co.uk | Kyle Caldwell
In the run-up to tax year end, there’s been little change in our investment trust league table, demonstrating that investors are sticking with familiar strategies rather than going off-piste. The rankings are based on the number of buys among interactive investor customers in March. Invest with ii: Open a Stocks & Shares ISA | ISA Investment Ideas | Transfer a Stocks & Shares ISAThere’s just one new entrant this month, F&C Investment Trust (LSE:FCIT).
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Mar 28, 2024 | 
ii.co.uk | Kyle Caldwell
James Thomson has been managing Rathbone Global Opportunities for over 20 years. In an interview with interactive investor’s collectives editor Kyle Caldwell, he explains that one of the biggest investment lessons he's learnt is that “expensive doesn’t always mean overvalued”. He uses Nvidia as a recent example. It has seen its price-to-earnings (P/E) ratio fall from 70x earnings to 30x earnings due to the market “underestimating the earnings potential of the growth of this business".
