On The Money

In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review.

Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE All-Share index, so it has a bias towards value shares. Beagles explains why he is bullish on the UK dividend recovery, explains where he is finding the best value opportunities, and gives his views on inflation.

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

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.

Show Notes

In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review. Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE All-Share index, so it has a bias towards value shares. Beagles explains why he is bullish on the UK dividend recovery, explains where he is finding the best value opportunities, and gives his views on inflation. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 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.