On The Money

Bryn Jones, lead manager of the Rathbone Ethical Bond fund, which appears in interactive investor’s ACE 40 and Super 60 lists, discusses the fund’s income focus, top holdings, philosophical shift from “pure ethical” to “ethical sustainable”, smart cities and more. Podcast recorded on Friday 6 November. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Catherine Stanley of the BMO Responsible UK Income fund, which appears on interactive investor’s ACE 40 list of ethical investments, discusses the fund’s objectives, top holdings, where she’s finding outstanding tech firms, and the mushrooming demand for ESG (environmental, social and corporate)investing. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

interactive investor experts Kyle Caldwell and Tom Bailey share their insights on current investing themes, the US election and investment trust launches, before being joined by Keith Ashworth-Lord of the CFP SDL UK Buffettology fund. The fund manager discusses his stock-market shopping spree following the Covid sell-off, why there is misplaced negativity towards UK equities, and the proposed launch of the Buffettology Smaller Companies Investment Trust. Finally, the spotlight for this episode falls on Fundsmith Equity, which appears on the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What are the origins of innovation in biotech? Ailsa Craig, investment manager of the International Biotechnology Trust, discusses where great companies begin, US election outcomes, and why the outlook for the sector is a sunny one. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Where are investors finding high-growth opportunities in emerging and frontier markets? Carlos von Hardenberg, lead portfolio manager of Mobius Investment Trust, talks to interactive investor about investing in the small caps, achieving double-digit returns, finding opportunities in India, having skin in the game, and how emerging markets are catching up with developed markets in the tech space. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Hugo Ure, co-manager of the Troy Income and Growth investment trust, talks to interactive investor’s head of markets Richard Hunter about performance, new additions to the portfolio and sectors in his sights. He also discusses crossover holdings between the trust and Trojan Ethical Income fund, which he also managers and that appears on our ACE 30 rated list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Independent expert Andrew Pitts and interactive investor’s collectives editor Kyle Caldwell turn their gaze on the latest industry news, focusing on UK investment trust launches and the record outpouring of money from UK-focused equity funds. The duo are joined by Simon Gergel, manager of Merchants Investment Trust, which is one of the AIC’s “dividend heroes”, having raised its dividend every year for 38 years. Gergel discusses the trust’s performance, the polarisation of high-growth and value companies, and the three sectors he has been adding to. Finally, Teodor Dilov, fund analyst at ii, names his investment trust of the week from the ii Super 60 list of investments. Podcast recorded on 6 and 7 October 2020. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

interactive investor’s ETFs editor Tom Bailey kicks off the first podcast in a new series with an easy-to-understand introduction to exchange traded funds, including how investors can use them in their portfolios. David Stevenson, investment commentator and author of The Utilmate ETF Guidebook, answers questions on thematic ETFs in areas such as robotics and gaming, responds to criticisms of ETFs as a “Marxist weapon”, and more. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investors are overlooking a slice of the market, according to George Ensor, manager of the River and Mercantile UK Micro Cap investment trust. He talks to interactive investor’s head of markets Richard Hunter about the small-cap space, disruptive stocks, the trust’s growth bias and how it has fared in turbulent market conditions. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Which are the standout companies of modern Japan? Nicholas Weindling, manager of the unconstrained JP Morgan Japanese Investment Trust, dispels myths and details top holdings in a discussion with interactive investor’s head of markets Richard Hunter. The pair also talk robotics, the country’s ‘special market’ for stockpicking, and how politics and the pandemic have been good for the portfolio. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.