FundExpert

25/03/2026

A reader wants to know if he has enough across his pension and investments to retire at 60

29/01/2026

Important to know as DIY investors.

Get ahead of this change if you have relied on a Lifetime ISA to save for retirement - there are plenty of effective alternatives!

With a LISA no longer set to be available for retirement saving, experts say now is a good time to check your pension balance and review how much you’re contributing

05/01/2026

What direction are your investments heading in 2026? Are your ISAs and SIPPs ready?

If you don't currently have a risk-control plan, your investments may be more exposed than you think.

At FundExpert, we provide free, independent, data-driven investment research to DIY UK investors. Popular tools include:
- Rate My Funds
- Best Funds By Sector
- Our unique Income Tool

Why not take a look for yourself and explore our free tools here at https://www.fundexpert.co.uk/bronze-membership.htm

05/12/2025

What is the future of the S&P 500?

For years, the S&P has been the default home for passive capital. But as Dennehy Wealth's Joe Richardson argues in this week's piece for Trustnet, the index has morphed into something far riskier than many realise.

One key issue? A self-reinforcing loop where big stocks go up... ETF money buys more... they go further up.

As Joe puts it: "Owning the S&P is not owning the US economy, it's owning a handful of the big tech companies."

As an investor, "benchmarking yourself to the S&P is borderline pointless unless you want to be judged against the performance of seven mega-caps you might not want to own.”

Read the full article in Trustnet here: https://www.trustnet.com/news/13464983/what-is-the-future-of-the-sp-500

10/11/2025

❗️Did you know that all of the FundExpert tools are completely FREE❗️

Some of the favourites include:

Rate My Funds Tool
Instantly see how your current funds stack up and whether you should consider holding or selling.

Best Funds By Sector Tool
Discover which funds have the strongest momentum right now in your favoured sectors.

Stop-Loss Tool
Set alerts so you’re notified if one of your funds falls by a certain amount. Right now this is an indispensable tool for every investor.

There's no excuse not to get your investments in good shape before the New Year. Click here to get started: https://www.fundexpert.co.uk/tools/fund-search.htm

FundExpert.co.uk is designed for investors that don’t want personalised advice and provides; a clear and unique process for identifying outstanding...

29/10/2025

Another great newsletter from the DW team!

With 2022 coming to a close, it is time for our Winter newsletter 2022, including insights from Dennehy Wealth Team...

15/10/2025

A valuation bubble and an investor mania are an explosive combination. Thanks to This is Money for including our comment on where these bubbles may be forming. Where does Gold sit on the bubble-ometer?

It has been a boom year for investors. But now, as global stock markets continue to soar, top financial experts are warning that bubbles may be forming.

03/10/2025

A new month can only mean one thing... What's Hot, What's Not? Well the good news is, even the "What's Not" isn't terrible, have a look for yourself! https://www.fundexpert.co.uk/fundresearch/blogs/view,whats-hot-whats-not-commodities-and-asia-lift-small-caps-and-property-drift-sector-edition_2313.htm

18/09/2025

Do you have a simple, repeatable process when it comes to selecting funds?

Managing your own investments can be hard. That's why what we do is unique, and we take that stress away from you.

Take a look at our "Rate My Funds" tool today and see if your funds are dragging your portfolio down: https://www.fundexpert.co.uk/tools/rate-my-funds.htm

05/09/2025

What sectors are hot this month, and which ones have fallen behind the curve? With China and US smaller companies almost neck and neck, it will be interesting to see if this enthusiasm is maintained through to the end of the year. Read more here https://www.fundexpert.co.uk/fundresearch/blogs/view,whats-hot-whats-not-asia-commods-hot-india-uk-duration-not-sector-edition_2301.htm

Japan sits at the top with fresh all-time highs and commods rallied again. Meanwhile UK confidence in the inflation outlook and fiscal policies rem...

28/08/2025

Only 5% of funds are good enough. Do you know if you're invested in them? Find out how to get rid of ugly funds in the latest edition of our Vintage Funds Report 2025

Vintage Report 2025 | FundExpert

26/08/2025

95% of funds fail to beat our straightforward long-term performance benchmark. Yes, 95%!

Read our Vintage Report 2025 now and avoid getting trapped in mediocre funds... https://fundexpert.pages.ontraport.net/VintageDownloadRequest2025