Insights

Investment funds and trusts

Funds and trusts with the highest charges: is it all pain and no gain?

We name the funds with the steepest fees: is it ever worth paying over the odds? 

Investment funds and trusts

Ask Money: should DIY investors stick with just one fund?

Money Observer answers a reader’s question related to our Model Portfolios and the wisdom of relying exclusively on a tracker fund.

Passive

ETFs can help protect returns from the dent made by active fund fees

Fund fees have fallen overall, but passive investments still offer the best defence against erosion of returns, writes Jose Garcia-Zarate.

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Insights

Investment funds and trusts

Funds and trusts with the highest charges: is it all pain and no gain?

We name the funds with the steepest fees: is it ever worth paying over the odds? 

Investment funds and trusts

Ask Money: should DIY investors stick with just one fund?

Money Observer answers a reader’s question related to our Model Portfolios and the wisdom of relying exclusively on a tracker fund.

Passive

ETFs can help protect returns from the dent made by active fund fees

Fund fees have fallen overall, but passive investments still offer the best defence against erosion of returns, writes Jose Garcia-Zarate.

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc -4.8 % 4.5 % 46.3 % 87.9 %
TB Evenlode Income B Inc -1.8 % 3.6 % 38.2 % 64.2 %
Castlefield B.E.S.T UK Opps Instl -2.3 % 3.4 % 16.9 % 27 %
Liontrust Special Situations I Inc -3.7 % 1.6 % 36.1 % 60.2 %
LF Lindsell Train UK Equity Acc -1.9 % 1.4 % 36 % 66.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 5.7 % -1.2 % 50.7 % 126 %
Schroder Oriental Income Ord 0.4 % -2.8 % 51.3 % 68.7 %
Fidelity Emerging Asia W Acc 0.9 % -3.7 % 53.6 % 91.4 %
Fidelity Asia W Acc 1.4 % -5.1 % 60.1 % 79.6 %
Hermes Asia ex-Japan Equity F GBP Acc -0 % -5.7 % 62.5 % 92.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -8.4 % 8.2 % 32 % 41.4 %
Sanditon Investment Trust 2.9 % 3.5 % -16 % N/A
Woodford Patient Capital Trust -1.4 % 1.2 % -14.5 % N/A
Manchester & London Ord 2.2 % -0.6 % 90.8 % 89.5 %
Baillie Gifford UK Growth -5.2 % -4.2 % 17.3 % 2.7 %
Data provided by Morningstar.

View of the day

Estate Planning

Why a will can keep your family safe

Rachel Griffin of Quilter was disinherited when she was young – but her story is all too common. What can be done to ensure your wealth goes to the people you want it to go to?

Global Markets

What’s the forecast for the global economy?

Global growth will slow in 2019 and the dollar looks set to weaken, with US interest rates peaking mid-year, suggests Keith Wade.

Global Markets

Coping with a sell-off: five rules to help investors handle volatility

Turbulent markets are inevitable and those who are able to ride out a sell-off tend to end up better off, says Pete Brooks.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 82
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 109
Property 5.8 % 22.5 % 42.3 % 43
North America 4.3 % 51.6 % 90.7 % 124
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 52.1 % 52.1 % 52.1 % 10
VCT Specialist: Technology 36.7 % 43.4 % 34.9 % 4
Country Specialists: Other 34.7 % 19.5 % 42.8 % 4
Sector Specialist: Forestry & Timber 30.9 % 82.3 % -62.4 % 1
Sector Specialist: Utilities 25.9 % 15.6 % 15.6 % 3
Data provided by Morningstar.