On The Money

Funds Fan: winners and losers so far in 2022, and why small-caps outperform


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Kyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds have held up better than trusts. The duo also name their top tips for deciding whether to hold or fold when a fund manager retires or jumps ship to join a rival firm. Later on in the podcast, Kyle chats to Peter Ewins, fund manager of the recently renamed Global Smaller Companies Trust, which was formerly called the BMO Global Smaller Companies Trust. Among the topics discussed are the reasons why smaller companies tend to outperform larger companies over the long term – 10 years plus.

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

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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.

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