Last-minute picks: Eight trusts and funds for ISAs
Personal Assets Trust is a defensively managed multi-asset investment trust where the experienced manager, Sebastian Lyon, puts a…
< 1 minWhere to save and when: our guide to investing through the ages
Whether you are just starting your first savings account, or working out how to make your pension stretch,…
< 1 minOur Pick Of The Best ISA Funds
ISA funds are a tax-efficient way for individuals to hold a diversified portfolio of investments, with the aim…
< 1 minPersonal Assets Trust: Equities are not priced for a recession
Manager Charlotte Yonge is bearish on equities but bullish on bonds.
< 1 minMorningstar ‘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