Insights

Equities

Was the market crash this week the big sell-off everyone has been waiting for?

Markets around the world saw major sell-offs this week. Is this the start of a bear market or another false start?

Retirement Planning

Budget 2018: will pension tax relief be cut for higher earners?

With Budget 2018 a couple of weeks away, rumours are swirling that chancellor Philip Hammond will cut higher-rate pension tax relief to help fund the NHS.

Retirement Planning

Eight pension drawdown dos and don’ts

What are the main Sipp drawdown risks for investors? We outline strategies to stop you walking a financial tightrope in retirement.

Global Markets

Murray International’s Bruce Stout: tech obsession will end badly for passive investors

The trust has raised its dividend in each of the last 15 years, but 2018 has not been easy. Bruce Stout talks predictions, FAANGs and trade wars.

Insights

Equities

Was the market crash this week the big sell-off everyone has been waiting for?

Markets around the world saw major sell-offs this week. Is this the start of a bear market or another false start?

Retirement Planning

Budget 2018: will pension tax relief be cut for higher earners?

With Budget 2018 a couple of weeks away, rumours are swirling that chancellor Philip Hammond will cut higher-rate pension tax relief to help fund the NHS.

Retirement Planning

Eight pension drawdown dos and don’ts

What are the main Sipp drawdown risks for investors? We outline strategies to stop you walking a financial tightrope in retirement.

Global Markets

Murray International’s Bruce Stout: tech obsession will end badly for passive investors

The trust has raised its dividend in each of the last 15 years, but 2018 has not been easy. Bruce Stout talks predictions, FAANGs and trade wars.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc -7.2 % 7.2 % 57.8 % 95 %
CFP SDL Free Spirit General (Inc) -8.7 % 4.4 % N/A N/A
TB Saracen UK Alpha B Acc -7.8 % 3.4 % 31.1 % 56.7 %
VT Sorbus Vector A -7.3 % 3.1 % N/A N/A
Baillie Gifford UK Equity Alpha B Inc -9.7 % 3 % 37.5 % 37.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Hermes Asia Ex Japan Equity F GBP Acc -6.4 % -6.5 % 65.3 % 92.1 %
Schroder Oriental Income Ord -5.7 % -7.1 % 42.4 % 47.7 %
Smith & Williamson Far Eastern Inc&Gr B -7.3 % -7.8 % 50.8 % 58.4 %
Fidelity Emerging Asia W Acc -7.4 % -8.1 % 47.8 % 74.5 %
Fidelity Asia W Acc -7.5 % -8.7 % 55.4 % 65.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -8.8 % 22.7 % 112.8 % 83.1 %
Crystal Amber Ord -5.2 % 14.8 % 40.9 % 72 %
Fidelity Special Values Ord -6.6 % 4.5 % 35.1 % 62.7 %
Henderson Opportunities Ord -7.1 % 1.8 % 18.1 % 47.4 %
Aurora Ord -4.2 % 1.1 % 34.8 % 50.3 %
Data provided by Morningstar.

View of the day

Investment funds and trusts

VCTs take a turn in the limelight

Zoopla, the property website, and other success stories have helped raise the profile of venture capital trusts. Alex Davies details three to look out for.

Global Emerging Markets

With global markets in turmoil, Chinese shares offer potential

China’s domestic-listed shares are an opportunity for investors to gain exposure to the country’s long-term growth potential.

Global Markets

Eight ways to protect your portfolio in a downturn

What can investors do to safeguard their investments in the face of a market correction? Simon Edelsten shares eight strategies.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 88
North America 9.5 % 62.4 % 95 % 124
North American Smaller Companies 8.3 % 64.3 % 80.4 % 19
Specialist 7.4 % 7.8 % 32.7 % 180
Technology and Telecommunications 7.1 % 73.3 % 106.3 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Technology 29.4 % 35.8 % 26.7 % 4
Sector Specialist: Utilities 19 % 14.7 % 14.7 % 3
Country Specialists: Other 17.1 % 3.7 % 40.1 % 4
North American Smaller Companies 15.3 % 71.3 % 75.6 % 3
Sector Specialist: Tech Media & Telecomm 14.5 % 129.3 % 70.9 % 4
Data provided by Morningstar.