Insights

Investment funds and trusts

Funds and trusts for canny investors after the pandemic

In this Money Observer podcast episode, the team discuss the macro and lifestyle changes with the most investment potential in the wake of Covid-19.

Global Markets

Dividend cuts: how income investors can beat the drought

As payouts dry up across the blue-chip landscape and beyond, what can income-seeking investors do to stay afloat and ensure they keep a steady flow of dividends? Tom Bailey explains.

Global Markets

Fund and investment trust tips for the post-pandemic ‘new normal‘

How does a post-Covid-19 global equity portfolio look? Andrew Pitts suggests BATS with FAANGS and GRANOLAS have a place.

Personal Finance

International Biotechnology Trust’s Ailsa Craig: Covid-19 and investing in property

The investment manager discusses biotech misconceptions, why she doesnt have a credit card, and her worst investment.

Your Fund Choices 2020: investing inspiration

Details of over 250 funds, trusts and ETFs simple model portfolios for an annual £10,000 income
How to build a sustainable portfolio  Strategies for short- and long-term investors

To buy a copy, click here

Insights

Investment funds and trusts

Funds and trusts for canny investors after the pandemic

In this Money Observer podcast episode, the team discuss the macro and lifestyle changes with the most investment potential in the wake of Covid-19.

Global Markets

Dividend cuts: how income investors can beat the drought

As payouts dry up across the blue-chip landscape and beyond, what can income-seeking investors do to stay afloat and ensure they keep a steady flow of dividends? Tom Bailey explains.

Global Markets

Fund and investment trust tips for the post-pandemic ‘new normal‘

How does a post-Covid-19 global equity portfolio look? Andrew Pitts suggests BATS with FAANGS and GRANOLAS have a place.

Personal Finance

International Biotechnology Trust’s Ailsa Craig: Covid-19 and investing in property

The investment manager discusses biotech misconceptions, why she doesnt have a credit card, and her worst investment.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc 0.3 % 7.3 % 16.8 % 40.1 %
Royal London Sustainable Leaders C Inc 4.8 % 7.4 % 25.4 % 53.1 %
Premier UK Growth B Inc 9.5 % 6.6 % 14.4 % 30.6 %
Premier Ethical B Inc 7.3 % 6.2 % 5.2 % 23.6 %
CFP SDL Free Spirit General (Inc) 6.1 % 5.9 % 33.4 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 6.4 % 18.1 % 24.6 % 48.7 %
Janus Henderson China Opps I Acc 1.9 % 11.8 % 22.3 % 53.7 %
JPM Asia Growth C Net Acc 2.7 % 9.6 % 28.8 % 80.5 %
Fidelity Asia W Acc 2.3 % 4.7 % 17.5 % 57.4 %
Fidelity Emerging Asia W Acc 3.1 % 3.8 % 15.7 % 49.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 3.1 % -2.6 % 7.9 % 30.7 %
Baillie Gifford UK Growth 13.7 % -4.3 % 8.6 % 19.5 %
Artemis Alpha Trust Ord 6.3 % -6.4 % -0.4 % 9.5 %
Aurora Ord 5.5 % -16.1 % -15.1 % 13.8 %
Invesco Perp Select UK Equity Ord 4.5 % -16.8 % -19 % -2.8 %
Data provided by Morningstar.

View of the day

Active

Why retail investors should not put all their faith in a passive path to prosperity

Investors should challenge managers to offer a range of instruments to help them navigate and capitalise on volatility, argues Saxo Bank’s UK chairman Charlie White-Thomson.

Personal Finance

Can I get a witness? Surge in demand for wills amid Covid-19 crisis

Legislation on will writing needs to be simplified, argues Edward Grant.

Sustainable

Biodiversity investing: risks and opportunities

On International Day for Biological Diversity, Steve Freedman examines the emerging field of biodiversity finance.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 27.5 % 58.2 % 131.3 % 16
China/Greater China 16 % 26.3 % 42.5 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 61
UK Gilts 12.9 % 16.8 % 34 % 38
Japanese Smaller Companies 12 % 21 % 84.5 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 411 % 411 % 411 % 1
Sector Specialist: Biotechnology & Healthcare 64 % 85.3 % 106.9 % 9
VCT Specialist: Environmental 62.1 % 62.1 % 62.1 % 9
Sector Specialist: Environmental 57.8 % 85.4 % 144.9 % 3
Sector Specialist: Insurance & Reinsurance Strategies 43.5 % 43.5 % 43.5 % 4
Data provided by Morningstar.