Insights

United Kingdom

Is the ‘unloved’ UK market a buy or a value trap?

Kyle Caldwell considers whether funds housed in the UK all companies sector present a buying opportunity for contrarian investors.

Equities

How our 10 stocks to buy and hold forever have fared

Our July 2017 cover story highlighted 10 shares to buy and hold forever – here’s how they have fared over the past year. 

North America

The big tech backlash – time for investors to cash out?

Facebook and Google have been engulfed by a wave of criticism, leading some to conclude that tech faces major regulatory risk. 

Global Developed Markets

Investment experts are pivoting towards capital preservation mode

The recent volatility in markets looks unlikely to dissipate much this year, so our multi-managers are rather inclined to seek out safer investment options.

Insights

United Kingdom

Is the ‘unloved’ UK market a buy or a value trap?

Kyle Caldwell considers whether funds housed in the UK all companies sector present a buying opportunity for contrarian investors.

Equities

How our 10 stocks to buy and hold forever have fared

Our July 2017 cover story highlighted 10 shares to buy and hold forever – here’s how they have fared over the past year. 

North America

The big tech backlash – time for investors to cash out?

Facebook and Google have been engulfed by a wave of criticism, leading some to conclude that tech faces major regulatory risk. 

Global Developed Markets

Investment experts are pivoting towards capital preservation mode

The recent volatility in markets looks unlikely to dissipate much this year, so our multi-managers are rather inclined to seek out safer investment options.

Top Performing Funds Over 1 Year

Name 1m 1yr 3yr 5yr
Baillie Gifford UK Equity Alpha B Inc 4.31 % 26.07 % 49.75 % 70.86 %
CFP SDL UK Buffettology Inst Inc 3.36 % 22.66 % 74.72 % 130.62 %
Standard Life UK Equity Unconstrained Plat 1 Acc -1.54 % 21.73 % 18.02 % 63.47 %
CFP SDL Free Spirit General (Acc) 1.25 % 21.64 % N/A N/A
MI Chelverton UK Equity Growth B Inc 1.12 % 21.53 % 88.76 % N/A
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Fidelity China Special Situations Ord 3.35 % 27.73 % 66.04 % 221.22 %
Janus Henderson China Opportunities I Acc 1.13 % 25.98 % 77.19 % 151.51 %
Baring Eastern I Inc 0.64 % 17.9 % 62.06 % 105.08 %
Old Mutual Asia Pacific R Acc 1.14 % 17.72 % 79.54 % 114.78 %
Fidelity Asia W Acc 0.57 % 16.83 % 71.33 % 105.12 %
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Manchester & London Ord 8.05 % 50.2 % 130.8 % 116.68 %
JPMorgan Mid Cap Ord -0.59 % 24.07 % 52.88 % 129.45 %
Henderson Opportunities Ord 6 % 21.79 % 18.54 % 98.68 %
Artemis Alpha Trust Ord -1.15 % 21.69 % 34.21 % 35.52 %
Mercantile Ord 0.95 % 17.69 % 44.45 % 97.64 %
Data provided by Morningstar.

View of the day

Middle East and Africa

Egypt’s economic potential - Oasis or mirage?

Gary Greenberg, head of emerging markets at Hermes Investment Management, explains why Egypt is becoming attractive to investors.

Equities

The UK stocks to back and avoid ahead of England's opening clash

Sports and food retailers could perform well for investors during the World Cup, while restaurants may suffer.

Global Developed Markets

For central banks, this has been a significant week

Reversing measures that have provided a tsunami of liquidity for nearly a decade is certainly unchartered territory.

Top Performing Sectors Over 1 Year

Name 1yr 3yr 5yr Funds
China/Greater China 25.13 % 56.43 % 110.55 % 26
Technology and Telecommunications 20.64 % 79.28 % 140.5 % 19
Japanese Smaller Companies 20.36 % 92.75 % 133 % 8
Personal Pensions 17.38 % 27.3 % 14.17 % 0
UK Smaller Companies 17.22 % 51.23 % 102.65 % 74
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
Sector Specialist: Litigation 145.52 % -11.81 % 7.02 % 1
Sector Specialist: Small Media, Comms & IT Cos 40.35 % 88.89 % 146.38 % 1
Sector Specialist: Tech Media & Telecomm 38.25 % 135.35 % 124.55 % 3
Japanese Smaller Companies 29.07 % 106.96 % 169.16 % 3
Property Securities 24.8 % 61.69 % -99.17 % 1
Data provided by Morningstar.