Morningstar ‘Gold’ rating retained
This distinguished multi-asset vehicle has achieved long-term success through a cautious approach.
< 1 minFive cautious fund picks for 2024
There is more than one reason to be cautious about 2024, with a plethora of events that bearish…
< 1 minFive investment trusts to watch for 2024
HL’s experts have picked five investment trusts for investors to watch in 2024 and beyond.
< 1 minDefensive Personal Assets orders UK ‘linkers’ and a round of Heineken
Wealth preservation fund Personal Assets has added UK index-linked bonds to the fund for the first time since…
< 1 minEquity valuations still too high for bearish Personal Assets
Charlotte Yonge of Personal Assets, which won in the multi-asset sector at Citywire’s awards, says equity market valuations…
< 1 min‘Unrealistic’ equity prices are keeping Personal Assets’ Yonge away from markets
A recent article from Matteo Annelli in Trustnet references arguments made by Charlotte Yonge, assistant fund manager of…
< 1 minHow to invest in case of a recession
Charlotte Yonge recently spoke to David Brenchley at The Times about the possibility of a recession in the…
< 1 minWhy GARS shouldn’t spell the end of absolute return – and three funds to consider
There is still a place for the right kind of absolute return fund despite the merging away of…
< 1 minFunds to hold alongside Vanguard LifeStrategy 20% Equity
Experts reveal three funds that would pair well with this passive vehicle.
< 1 min