Chelsea Financial Services

15/06/2026

https://portfolio-adviser.com/fca-to-act-against-neil-woodford-and-w4-0-investment-strategy/

The battle between the disgraced former fund manager and the UK’s financial regulator is continuing to rage

12/06/2026

https://fundselectorasia.com/first-sentier-investors-versus-mg-head-to-head/

This week FSA compares the First Sentier Global Listed Infrastructure fund and M&G Global Listed Infrastructure fund.

10/06/2026

https://www.wealthbriefing.com/html/article.php/spotlight-on-uk-gilt-market

WealthBriefing provides news, features and information for the wealth management and private banking industries.In-depth industry profiles and authoritative commentary ensures that WealthBriefing is the premier supplier of news, content and analysis for wealth managers and private client professiona...

08/06/2026

UK dividends have enjoyed a spectacular start to the year and are expected to continue growing despite the ongoing Middle East conflict. Payouts soared 21.1% to an impressive £16.4 billion in the first three months, according to Computershare*. And they’re predicted to hit £91.6 billion by the end of 2026. This would represent an increase of around 5% over last year’s £87.5 billion figure*.

Here, we take a look at why dividends are increasing, the best-performing sectors, how analysts view the outlook, and which investment funds are worth considering.

Find out more here: https://www.chelseafs.co.uk/uk-dividends-surge-as-payouts-set-to-hit-91-6bn/

05/06/2026

Investors often gravitate to large, well-known funds with recognisable brand names. There is security in familiarity. However, smaller, under-the-radar funds can pack a big punch. More nimble than their larger peers, they can reach parts of the market that others cannot.

There are sound reasons to invest in a small fund rather than a large fund. Small funds can be more agile. For a £2 billion fund, a 5% holding is equivalent to £100 million. That’s fine if a fund manager is investing in a large-cap company or in very liquid markets such as the US. However, if they want to invest in, say, smaller companies or emerging markets, it can become a problem.

Find out more here: https://www.chelseafs.co.uk/tiny-funds-that-pack-a-big-punch/

03/06/2026

Investors broadly like bonds because they solve three problems at once – they deliver an income; they traditionally offer diversification from equities; and they also have relative ease of access.

Today’s yields are materially higher than they were for most of the 2010s, so bond funds once again generate meaningful income without investors needing additional equity risk. This makes them a particularly attractive option for those at or approaching retirement.

Find out more here: https://www.chelseafs.co.uk/strategic-bonds-the-easy-play-for-investors/

29/05/2026

https://www.ftadviser.com/content/707c4a6a-6289-4562-819a-c95fa7a65ca9

Active fund management may be on something of a decline, but no one told the folks at Artemis, with the firm seeing inflows as the value style of investing roars back into vogue.

27/05/2026

https://www.trustnet.com/news/13476438/funds-to-hold-alongside-vanguard-lifestrategy-100-equity

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Funds to hold alongside Vanguard LifeStrategy 100% Equity | Trustnet

25/05/2026

The past month has seen the US technology sector rocket higher. After a lacklustre start to the year, the ‘Magnificent 7’ have gained roughly 13% since mid-April*. Strong earnings and signs that AI spending is translating into real profits have fuelled its strength, but the talk about a ‘bubble’ has started to get stronger.

Find out more here: https://www.chelseafs.co.uk/the-us-tech-rally-raises-fresh-questions/

22/05/2026

From time to time, investors show a marked preference for certain types of company. If they’re feeling nervous, they’ll gravitate towards dull-but-predictable companies such as utilities; if they’re feeling optimistic, they’ll take a chance on high-growth areas. If they’re feeling really adventurous, they might rummage about in unloved parts of the stock market looking for undiscovered gems.

Find out more about the potential in 'quality' stocks here: https://www.chelseafs.co.uk/are-quality-stocks-back-in-bargain-territory/