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

22nd July 2022 09:08

by Kyle Caldwell from interactive investor

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Kyle Caldwell and Sam Benstead discuss 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 in the podcast, Kyle chats to Peter Ewins, fund manager of the recently renamed Global Smaller Companies Trust (LSE:GSCT), 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.

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These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

Related Categories

    FundsInvestment TrustsAIM & small cap sharesPodcasts

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