How to perform a deep dive on funds, investment trusts and ETFs

When researching funds, investment trusts, and exchange-traded funds (ETFs), it’s important to look under the bonnet. But what does that entail? To explain how to understand how funds invest and the key things to look out for, Kyle is joined by Dave Baxter. The duo draw on their experiences of researching funds and interviewing fund managers to provide plenty of helpful pointers. Kyle Caldwell is Funds and Investment Education Editor at interactive investor. Important information: This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website. The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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How to perform a deep dive on funds, investment trusts and ETFs is an episode from interactive investor by interactive investor.

This episode is 35:28 long.

This episode was published on Feb 12, 2026.

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