Insights

Investment funds and trusts

Going down a gear: top 10 investment trusts adopting a more cautious approach

Investment trust managers have been adopting a more cautious approach by reducing gearing levels. But the devil is in the detail, says David Prosser.

Global Markets

Consistent 30 annual review: funds in 2019 that pass our ‘quality’ tests

A year on, we reveal the most reliable top-performing funds identified in 2018 and replace those that have fallen from grace.

Global Emerging Markets

Templeton’s Chetan Sehgal: why the trade war doesn’t change how I invest

The fund manager explains how the investment trust has excelled by tapping into rising regional consumer spending across emerging markets.

Passive

Vanguard vs BlackRock: who wins in a clash of the passive fund titans?

Sizing up Vanguard's LifeStrategy passive funds versus BlackRock's MyMap range, we assess the offerings from two investment giants.

Your Fund Choices 2019: now available as a digital download

Details of 267 funds, trusts and ETFs Top tips for your Isa or pension
How to build an income portfolio Strategies for short- and long-term investors

To buy a digital copy, click here

Insights

Investment funds and trusts

Going down a gear: top 10 investment trusts adopting a more cautious approach

Investment trust managers have been adopting a more cautious approach by reducing gearing levels. But the devil is in the detail, says David Prosser.

Global Markets

Consistent 30 annual review: funds in 2019 that pass our ‘quality’ tests

A year on, we reveal the most reliable top-performing funds identified in 2018 and replace those that have fallen from grace.

Global Emerging Markets

Templeton’s Chetan Sehgal: why the trade war doesn’t change how I invest

The fund manager explains how the investment trust has excelled by tapping into rising regional consumer spending across emerging markets.

Passive

Vanguard vs BlackRock: who wins in a clash of the passive fund titans?

Sizing up Vanguard's LifeStrategy passive funds versus BlackRock's MyMap range, we assess the offerings from two investment giants.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Royal London Sustainable Leaders C Inc 1.2 % 20.2 % 47 % 69.7 %
ASI UK Mid-Cap Equity I Acc 6 % 20.2 % 40.7 % 63.5 %
Franklin UK Mid Cap W Inc 4 % 20 % 46.9 % 69 %
ASI UK Responsible Equity I Acc 4.6 % 18.8 % 40.2 % 56.6 %
TB Evenlode Income B Inc 2.2 % 18.1 % 44.2 % 79 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 4 % 22.2 % 59.8 % 102.7 %
Fidelity Asia W Acc 3 % 20.6 % 45.3 % 89.8 %
Fidelity Emerging Asia W Acc 1.8 % 20 % 41 % 79.6 %
Fidelity China Special Ord 4 % 17.2 % 28.6 % 87.9 %
Aberdeen New India Ord 0.5 % 17.1 % 28.8 % 55.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 7.9 % 24.6 % 52.2 % 85.8 %
Schroder UK Mid Cap Ord 4.1 % 17.7 % 49.6 % 44.2 %
JPMorgan Mid Cap Ord 4.7 % 16.8 % 43.9 % 72.9 %
Fidelity Special Values Ord -0.4 % 8.5 % 39.7 % 71.5 %
Baillie Gifford UK Growth 6.5 % 8.4 % 26.8 % 33.2 %
Data provided by Morningstar.

View of the day

10 questions to ask your investment manager

Henderson Rowe’s Charles Astor suggests several questions to pose ranging from fees to choosing ETFs.

United Kingdom

What happens if a will is found after an estate has already been divided?

Andrew Mason explains what options are available to challenge an inheritance that has been distributed, perhaps erroneously.

Global Emerging Markets

Singles’ Day in China: how investors can profit from the global shopping frenzy

Today is the biggest shopping day on the international calendar, with internet behemoth Alibaba delivering strong early sales.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.8 % 65.4 % 121.6 % 17
China/Greater China 18.2 % 39.3 % 74 % 24
Asia Pacific Excluding Japan 15.2 % 30.9 % 57.9 % 112
Unclassified Sector 14 % 26.1 % 42.6 % 78
Global Emerging Markets 13.4 % 27.7 % 45.1 % 102
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.6 % 60.6 % 60.6 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 47 % 79.6 % 144.4 % 1
Data provided by Morningstar.