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News & Research

PIMCO

Active funds hit with heavier losses than passives in 2025’s market downturn

Gary Jackson
23 April 2025
The tech sector has the biggest difference in returns between active and passive funds in the recent sell-off.

The three differences between investment trusts and funds that you need to know

Patrick Sanders
22 April 2025
Experts explain how liquidity, shareholder communication and governance differ between trusts and funds.

The bull and bear case for gold

Patrick Sanders
22 April 2025
Multi-asset managers from Fidelity and Rathbones argue for and against the precious metal.

The cheapest and most expensive investment trusts, according to Peel Hunt

Patrick Sanders
16 April 2025
Analysts identify those hit hardest in the recent sell-off and those that have sailed through unscathed.

Minnow global funds run by top managers flying under investors' radars

16 April 2025

It’s already too late to invest in European defence stocks

15 April 2025

Funds to diversify your portfolio away from mega-cap tech

14 April 2025

Fundswire

Runaway Train

Kepler Trust Intelligence
23 April 2025
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Dunedin Income Growth Trust: digging for quality

Kepler Trust Intelligence
23 April 2025
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Results analysis: Octopus Renewables Infrastructure

Kepler Trust Intelligence
22 April 2025
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American Graffiti

Kepler Trust Intelligence
22 April 2025
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Get Rich Slowly: Stars in EUR eyes

Kepler Trust Intelligence
21 April 2025
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Performance Tables

Contact Details

Valu-Trac Investment Management Limited, Orton, Moray, IV32 7QE

44 (0)1343 880 344

www.valu-trac.com

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.