Insights

Global Markets

The long view: how to profit from battery technology

Electric cars are driving what is set to become much broader demand for batteries. Who are the likely winners and losers?

North America

Three key takeaways for investors from the US mid-term elections

Whether the US economy will see further fiscal expansion is unclear, while US/China trade tensions are unlikely to cool off. 

Equities

The one question every investor should ask themselves before buying a share

DIY Investor Toolkit: We reveal the one question all investors should ask themselves when sizing up a potential share investment.

Retirement Planning

Three model investment portfolios for a retirement nest egg

We asked three financial advisers to construct hypothetical portfolios for investors with different requirements.

Insights

Global Markets

The long view: how to profit from battery technology

Electric cars are driving what is set to become much broader demand for batteries. Who are the likely winners and losers?

North America

Three key takeaways for investors from the US mid-term elections

Whether the US economy will see further fiscal expansion is unclear, while US/China trade tensions are unlikely to cool off. 

Equities

The one question every investor should ask themselves before buying a share

DIY Investor Toolkit: We reveal the one question all investors should ask themselves when sizing up a potential share investment.

Retirement Planning

Three model investment portfolios for a retirement nest egg

We asked three financial advisers to construct hypothetical portfolios for investors with different requirements.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 2.7 % 12.3 % 57.3 % 98.6 %
Baillie Gifford UK Equity Alpha B Inc 0.5 % 6.6 % 43.4 % 36.9 %
TB Evenlode Income B Acc 3.5 % 6.3 % 46.6 % 67.3 %
Castlefield B.E.S.T UK Opps Instl 0.6 % 5.7 % 21.3 % 28.5 %
CFP SDL Free Spirit General (Inc) 0.1 % 5.2 % N/A N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 6.3 % -5.3 % 38.8 % 106.7 %
Fidelity Emerging Asia W Acc 4.8 % -6.3 % 56.5 % 88 %
Schroder Oriental Income Ord 0.6 % -6.9 % 46.3 % 53.3 %
Hermes Asia ex-Japan Equity F GBP Acc 0.9 % -8 % 64.1 % 92.6 %
Fidelity Asia W Acc 3.4 % -9.4 % 63.6 % 75.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -2.3 % 19.8 % 36.5 % 55.2 %
Fidelity Special Values Ord -4.3 % 3.5 % 32.1 % 48.7 %
Baillie Gifford UK Growth 3 % 3.3 % 23.8 % 6 %
Aurora Ord N/A 3.1 % 36.7 % 42.4 %
Artemis Alpha Trust Ord -2.8 % -0.1 % 24.8 % 6.3 %
Data provided by Morningstar.

View of the day

Global Markets

Five key investment themes for 2019

Jamie Clark identifies five macro-themes and the investment opportunities.

Property

Why co-living is a space investors should move into

New urban accommodation aimed at young professionals is an investment opportunity in an evolving UK property market.

United Kingdom

Brexit: the funds for either a soft or hard exit

Following news of an agreement between the UK and the EU, Adrian Lowcock has some tips for investors.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 86
North America 9.5 % 60.2 % 90.9 % 124
North American Smaller Companies 8.7 % 61.2 % 77.8 % 18
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 110
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Technology 29.4 % 35 % 33.6 % 4
Country Specialists: Other 28.8 % 6.9 % 40.1 % 4
Sector Specialist: Forestry & Timber 23.6 % 82.6 % -31.2 % 2
North American Smaller Companies 16.6 % 75.3 % 72.2 % 3
Sector Specialist: Utilities 16.5 % 15.2 % 15.2 % 3
Data provided by Morningstar.