Shaken investors seek safe havens

Gold, property, bonds and the yen are all coming into their own after investors were unnerved by the volatility in equity markets over recent months.

Insights

Global Markets

Regional fund and trust tips: value can be found if you know where to look

After a challenging year for most regions, our expert panellists name the investment funds and trusts that look best-placed to deliver the goods in terms of growth and income in 2019.

Global Markets

Where are the opportunities at the end of the investment cycle?

US healthcare, biotech, infrastructure and tech are some of the sectors to consider as the investment cycle nears its end.

Commodities

Commodities: will it be a strong 2019?

Commodities may be set to surge if worries about slowing economic growth subside and the oil glut is addressed.

United Kingdom

Chart that tells a story: the FTSE 100 offers investors ‘a once-in-a-decade opportunity’

Valuations on the index are at lows seen only at the nadir of cycles.

Insights

Global Markets

Regional fund and trust tips: value can be found if you know where to look

After a challenging year for most regions, our expert panellists name the investment funds and trusts that look best-placed to deliver the goods in terms of growth and income in 2019.

Global Markets

Where are the opportunities at the end of the investment cycle?

US healthcare, biotech, infrastructure and tech are some of the sectors to consider as the investment cycle nears its end.

Commodities

Commodities: will it be a strong 2019?

Commodities may be set to surge if worries about slowing economic growth subside and the oil glut is addressed.

United Kingdom

Chart that tells a story: the FTSE 100 offers investors ‘a once-in-a-decade opportunity’

Valuations on the index are at lows seen only at the nadir of cycles.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 3.8 % 5.3 % 58.5 % 89.5 %
LF Lindsell Train UK Equity Inc 3.1 % 2.7 % 43.3 % 58.6 %
TB Evenlode Income B Inc 2.9 % 2.6 % 44.3 % 59.4 %
Royal London Sustainable Leaders C Inc 4.7 % 1.4 % 35.5 % 44.5 %
VT Sorbus Vector A 10 % 1.4 % N/A N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 2.6 % -5.8 % 57.4 % 71.8 %
Aberdeen New India Ord -3.9 % -7.2 % 46.7 % 111.9 %
Scottish Oriental Smaller Cos Ord 4.9 % -7.3 % 44.9 % 40.9 %
Fidelity Emerging Asia W Acc 3.4 % -7.7 % 64.2 % 92.2 %
Fidelity Asia W Acc 3.2 % -8.9 % 71 % 84.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Woodford Patient Capital Trust 12.4 % 7 % -0.7 % N/A
Crystal Amber Ord 12 % 5.9 % 59.8 % 56.8 %
Sanditon Investment Trust -2.3 % 1.8 % -13.1 % N/A
Baillie Gifford UK Growth 7.9 % -1.3 % 31 % 4.4 %
Aurora Ord 10.7 % -2.8 % 36.1 % 26.8 %
Data provided by Morningstar.

View of the day

United Kingdom

Another mis-selling scandal - not pensions, but Brexit

The EU referendum campaign misrepresented the impacts of leaving the union and Britons should have the right to change their mind, argues Ros Altmann.

Personal Finance

Six steps to minimise your tax bill

Still havent filed your tax return? The clock is ticking, but Sean Jones of James Hambro & Partners has a solid action plan.

Bonds

Who’s afraid of the yield curve?

Google searches for ‘yield curve’ have grown, but what is it and what is the significance of inversion? Ed Smith explains why US government bond yields have spooked some investors.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 81
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 110
Property 5.8 % 22.5 % 42.3 % 43
Technology and Telecommunications 3.4 % 78.5 % 96.6 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 44.1 % 44.1 % 44.1 % 10
Country Specialists: Other 30.6 % 36.8 % 38.6 % 3
Sector Specialist: Forestry & Timber 27.3 % 100 % -57.6 % 1
VCT Specialist: Technology 22.6 % 36.5 % 32.8 % 4
Sector Specialist: Utilities 17.6 % 24.3 % 24.3 % 3
Data provided by Morningstar.