Insights

Retirement Planning

Best Sipp: find the best broker for your portfolio size

We compare Sipp providers fees for different pension values. 

Equities

These 20 ‘dividend kings’ have easily beaten inflation over the past decade

We reveal the FSTE 350 companies that have delivered inflation-beating dividend increases over the past 10 years.

Personal Finance

Your essential guide to income tax: everything you need to know

We outline the rules that determine how much income tax you pay, and flag up some tax-saving tips.

Global Markets

How global investment trusts have been reducing ‘home bias’

‘Core’ trusts in the global sector have gained traction by broadening their scope in the past decade.

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

Retirement Planning

Best Sipp: find the best broker for your portfolio size

We compare Sipp providers fees for different pension values. 

Equities

These 20 ‘dividend kings’ have easily beaten inflation over the past decade

We reveal the FSTE 350 companies that have delivered inflation-beating dividend increases over the past 10 years.

Personal Finance

Your essential guide to income tax: everything you need to know

We outline the rules that determine how much income tax you pay, and flag up some tax-saving tips.

Global Markets

How global investment trusts have been reducing ‘home bias’

‘Core’ trusts in the global sector have gained traction by broadening their scope in the past decade.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Inc 1.9 % 15.9 % 50.8 % 94.9 %
TB Evenlode Income B Inc 1.7 % 14.8 % 38.3 % 79.4 %
Royal London Sustainable Leaders C Acc 2.2 % 13.5 % 40.1 % 70.5 %
ASI UK Responsible Eq I Acc 4.4 % 9.9 % 34.2 % 49.6 %
BNY Mellon UK Opportunities Inst W Acc 1.7 % 8.9 % 18.2 % 52.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 2.6 % 13.4 % 55 % 97.9 %
Fidelity Emerging Asia W Acc 2.5 % 12.1 % 39.8 % 87.7 %
Schroder Oriental Income Ord 5.6 % 11.7 % 32.1 % 64.8 %
Fidelity Asia W Acc 2.5 % 10.9 % 42.6 % 92.1 %
Janus Henderson China Opps I Acc 4.5 % 10.6 % 41.9 % 98.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder UK Mid Cap Ord 10.1 % 4 % 31.4 % 36.8 %
Mercantile Ord 9.3 % 1.8 % 33.9 % 67.8 %
Sanditon Investment Trust -0.3 % -0 % -22.5 % -21.1 %
Invesco Perp Select UK Equity Ord 3 % -0.1 % 13.3 % 36.5 %
Keystone Ord 4.1 % -0.4 % 1.5 % 11.1 %
Data provided by Morningstar.

View of the day

United Kingdom

Three ways to profit from British sell-off

Tony Yarrow highlights three opportunities for investors.

Sustainable

Does ESG generate better returns?

When it comes to considering returns, ESG funds are relatively new and their performance is sometimes judged in the context of the bull market of the past 10 years, argues Steph Anthony.

Global Markets

Is globalism a spent force?

David Jane looks for the investment opportunities that a reconfiguration of the world economic system provides.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
UK Index Linked Gilts 15.3 % 13.7 % 56.7 % 17
Global Emerging Markets Bond 14.3 % 13.6 % 28.5 % 40
Unclassified Sector 14 % 26.1 % 42.6 % 77
China/Greater China 12.2 % 39.8 % 79 % 24
Technology and Telecommunications 11 % 65.6 % 125.3 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 278.1 % 278.1 % 278.1 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
Property Direct - Europe 65.1 % 65.1 % 65.1 % 10
VCT Specialist: Environmental 60.6 % 60.6 % 60.6 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Data provided by Morningstar.