On The Money

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news

Show Notes

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust.

Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of interactive investor’s Super 60 list.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: 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 is On The Money?

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.