Insights

Passive

With markets taking a dive, should passive investors reconsider?

Passive funds have done well during years of buoyancy, but Tom Bailey asks whether investors need smarter strategies for a more volatile future.

Global Markets

Fund experts are rolling back on risk to combat returning market volatility

Our five experts reveal a new, increased and trimmed fund holding in light of greater market turbulence.

Retirement Planning

Downsizing versus equity release – which is best for you?

We weigh up the perks and pitfalls of downsizing, lifetime mortgages and other options for retirees looking to tap into the value tied up in their home.

Investment funds and trusts

11 investment terms broken down and explained

Jargon Buster: We run through 11 key investment terms that you need to know.

Insights

Passive

With markets taking a dive, should passive investors reconsider?

Passive funds have done well during years of buoyancy, but Tom Bailey asks whether investors need smarter strategies for a more volatile future.

Global Markets

Fund experts are rolling back on risk to combat returning market volatility

Our five experts reveal a new, increased and trimmed fund holding in light of greater market turbulence.

Retirement Planning

Downsizing versus equity release – which is best for you?

We weigh up the perks and pitfalls of downsizing, lifetime mortgages and other options for retirees looking to tap into the value tied up in their home.

Investment funds and trusts

11 investment terms broken down and explained

Jargon Buster: We run through 11 key investment terms that you need to know.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc -1.3 % 7.4 % 50.5 % 92.7 %
Liontrust Special Situations I Inc 1.1 % 5.4 % 41.1 % 66.5 %
TB Evenlode Income B Acc 2.5 % 5.1 % 41 % 65.7 %
Castlefield B.E.S.T UK Opps Instl -1.4 % 4.3 % 17 % 28.7 %
Schroder Recovery Z Inc 0 % 3.3 % 38.3 % 34 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 9.4 % -5.3 % 38.3 % 115.3 %
Schroder Oriental Income Ord 1 % -5.8 % 44.4 % 56.9 %
Fidelity Emerging Asia W Acc 2.9 % -9.1 % 52 % 86.4 %
Hermes Asia ex-Japan Equity F GBP Acc -1.6 % -9.7 % 56.7 % 89.9 %
Smith & Williamson Far Eastern Inc&Gr B -0.6 % -12 % 45.7 % 58.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -3.2 % 22.4 % 34.1 % 53.7 %
Fidelity Special Values Ord -3.9 % 3.5 % 30.9 % 50.4 %
Woodford Patient Capital Trust 2.7 % 3.2 % -15.3 % N/A
Baillie Gifford UK Growth 2.1 % 2.4 % 18.7 % 6.1 %
Manchester & London Ord -9.1 % 1.9 % 88.4 % 77.7 %
Data provided by Morningstar.

View of the day

Sustainable

Waste not, want not: investing in the circular economy

From US carpet firm Mohawk to retail giant Tesco, companies are finding innovative solutions in the war on waste.

Equities

Why wait for good news to buy UK equities?

When it comes to unloved domestic stocks, you shouldn’t necessarily wait for positive announcements before investing.

Property

Three UK property sectors to avoid as Brexit bites

Rogier Quirijns signposts areas investors should steer clear of and highlights where opportunities can be found.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 86
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
North America 5.7 % 52.2 % 86.8 % 124
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 35.6 % 7.4 % 37.4 % 4
VCT Specialist: Technology 28.7 % 38.1 % 29 % 4
Sector Specialist: Forestry & Timber 24.1 % 83.1 % -30.4 % 2
Sector Specialist: Utilities 20.8 % 15.7 % 15.7 % 3
North American Smaller Companies 13.1 % 70.3 % 69 % 3
Data provided by Morningstar.