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Consider these 3 top funds to buy this August
Funds provide a way for investors to buy high-performing assets while achieving effective diversification for risk management purposes. My own preference is to buy exchange-traded funds (ETFs) — I prefer the better price transparency, the trading flexibility, and the lower costs that these passive investment vehicles offer compared with actively managed ones. With this in mind, here are three such funds that stand out for serious consideration. Top gold ETF Demand for gold ETFs like iShares Physical Gold (LSE:SGLN) has exploded in 2025. According to the World Gold Council (WGC), these funds experienced inflows of 397 tonnes over the first half — to put that into context, that was the best semi-annual performance since the depths of the pandemic in 2020. According to the Council: 'fluctuating US trade policy; a weaker US dollar; heightened geopolitical tensions punctuated by regional flare-ups; close attention to the respective paths of inflation and economic growth; and fresh record highs in the gold price' attracted fresh investment inflows. There's no guarantee that gold ETFs will keep growing in value. A recovering US dollar alone may put gold prices under strain. But with all these factors still in play, I'm confident of further gains. The iShares Physical Gold product has risen 20.2% since the start of 2025. New defence fund Defence stocks are also in high demand as those geopolitical tensions grow. The WisdomTree Europe Defence ETF (LSE:WDEP) has effectively harnessed this trend, rising 21.8% in value since its launch in mid-March. The fund invests in Europe's largest defence companies, and includes UK shares BAE Systems and Rolls-Royce from the UK. In total, it holds shares in 24 different contractors, giving it exposure to sub-sectors including aerospace, cyber security, shipbuilding, and munitions. BAE Systems — currently the ETF's second-largest holding — underlined the defence sector's bright outlook this week when it upgraded its own full-year sales and profits forecasts. It now expects revenues to rise 8%-10%, and underlying earnings before interest and tax to rise by 9%-11%. There's a risk that supply chain and cost issues may impact the fund's performance. But on balance, I'm confident it'll keep rising strongly. Euro star Demand for European shares has also detonated this year. Fears over economic and political conditions in the US — and concerns over the valuation of Wall Street equities — has supercharged interest in listed companies closer to home. It's a trend I think could continue, making funds like the HSBC EURO STOXX 50 ETF (LSE:H50E) worth a close look. This particular one's risen 10.2% in the year to date, outperforming trackers that focus on US and global equities. It comprises 50 of the European Union's largest stocks, including the likes of SAP, UniCredit, LVMH, and Airbus. As you can see from this list, it offers wide exposure by both country and industry. So investors can effectively spread risk and target a broad range of investment opportunities. I'm confident in the ETF's long-term prospects, even amid lingering uncertainty around regional interest rates. The post Consider these 3 top funds to buy this August appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Royston Wild has no position in any of the shares mentioned. The Motley Fool UK has recommended BAE Systems and Rolls-Royce Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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8.4% average dividend yield! Consider these 3 UK shares for a huge passive income
My preferred way of targeting a large and sustained passive income is to buy UK dividend shares. The FTSE 100 and FTSE 250 alone are packed with high-dividend-yield stocks that could provide substantial cash rewards in the near term and beyond. Here are three shares for income investors to consider today. Across them, the average dividend yield is an enormous 8.4%. High yielding housebuilder Things remain uncomfortable for Taylor Wimpey (LSE:TW.) as the housing sector endures a bumpy recovery. On Wednesday (30 July), the company reported 'softer market conditions' in Q2, with average selling prices of £313,000 in H1 coming in lower than its forecast of £330,000. Trading could continue disappointing if the UK's economy keeps struggling, putting further pressure on the company's share price. But thanks to its industry-leading balance sheet, I'm optimistic Taylor Wimpey should at least continue paying large dividends. Its forward yield is now 9.3%. Dividend forecasts are supported by the Footsie housebuilder's impressive £326.6m net cash pile. Over the longer term, I think Taylor Wimpey's profits will rise strongly as Britain's population booms and demand for new homes follows suit. This should make it an attractive dividend share for years to come. The UK population is tipped to reach 70m by the middle of 2026 by the Office for National Statistics, around a decade earlier than previously thought. Dividend specialist Real estate investment trust Custodian Property Income REIT (LSE:CREI) is designed with dividends in mind. It pays out 90% of annual earnings or more from its rental operations to shareholders, in line with industry regulations. This doesn't automatically translate into huge passive income flows, mind. Profits can disappoint during economic downturns if rent collection and property occupancy levels dip. Custodian's exposure to cyclical sectors like retail and industrials make this a possibility. But the risk is low, in my opinion: the trust has almost 180 properties on its books and around twice the number of tenancies, providing excellent diversification. Tenants are also secured on long contracts: the weighted average unexpired lease term was five years as of June The forward dividend yield here is 7.4%. Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Excellent cash flow Legal & General (LSE:LGEN) is the second FTSE 100 share on this list. It's also, like Taylor Wimpey, a UK stock I've bought to boost my own dividend income. The markets it specialises in — namely asset management, and retirement and life insurance products — are growing rapidly over time. But companies in this sector have struggled to grow profits more recently due to higher interest rates and weak economic growth. These issues remain dangers in the near term. But so far, this hasn't compromised Legal & General's excellent cash generation and its ability to pay enormous and growing dividends — its astonishing Solvency II capital ratio of 232% suggests things aren't about to change in the near term either. City analysts agree. And as a consequence, Legal & General shares carry a gigantic 8.6% dividend yield. The post 8.4% average dividend yield! Consider these 3 UK shares for a huge passive income appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Royston Wild has positions in Legal & General Group Plc and Taylor Wimpey Plc. The Motley Fool UK has recommended Custodian Property Income REIT Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Befesa S.A. (ETR:BFSA) Just Released Its Half-Year Earnings: Here's What Analysts Think
Befesa S.A. (ETR:BFSA) came out with its half-yearly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Revenues came in 2.8% below expectations, at €602m. Statutory earnings per share were relatively better off, with a per-share profit of €1.27 being roughly in line with analyst estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. After the latest results, the ten analysts covering Befesa are now predicting revenues of €1.28b in 2025. If met, this would reflect a satisfactory 5.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to ascend 19% to €2.10. Yet prior to the latest earnings, the analysts had been anticipated revenues of €1.32b and earnings per share (EPS) of €2.05 in 2025. If anything, the analysts look to have become slightly more optimistic overall; while they decreased their revenue forecasts, EPS predictions increased and ultimately earnings are more important. Check out our latest analysis for Befesa The consensus has made no major changes to the price target of €35.40, suggesting the forecast improvement in earnings is expected to offset the decline in revenues next year. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Befesa analyst has a price target of €42.00 per share, while the most pessimistic values it at €28.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Befesa's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 11% growth on an annualised basis. This is compared to a historical growth rate of 15% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.6% annually. So it's pretty clear that, while Befesa's revenue growth is expected to slow, it's still expected to grow faster than the industry itself. The Bottom Line The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Befesa following these results. They also downgraded Befesa's revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. Still, earnings per share are more important to value creation for shareholders. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. With that in mind, we wouldn't be too quick to come to a conclusion on Befesa. Long-term earnings power is much more important than next year's profits. We have forecasts for Befesa going out to 2027, and you can see them free on our platform here. And what about risks? Every company has them, and we've spotted 2 warning signs for Befesa you should know about. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
