Insights

Retirement Planning

How does pension advice measure up? We run the rule over free advice and bespoke services

What are the options for getting help in structuring your retirement finances? We take a look at Pension Monster, Pension Wise and the Money Advice Service among others.

Global Markets

Where next for financial markets? The bull and bear points

After last week's sell-off, here are three reasons to be bullish and three to be bearish.

Investment funds and trusts

Buffettology fund: practising what Warren Buffett preaches is a winner

Keith Ashworth-Lord’s diligent use of the Sage of Omaha’s famed investment principles has been a successful strategy.

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.

Insights

Retirement Planning

How does pension advice measure up? We run the rule over free advice and bespoke services

What are the options for getting help in structuring your retirement finances? We take a look at Pension Monster, Pension Wise and the Money Advice Service among others.

Global Markets

Where next for financial markets? The bull and bear points

After last week's sell-off, here are three reasons to be bullish and three to be bearish.

Investment funds and trusts

Buffettology fund: practising what Warren Buffett preaches is a winner

Keith Ashworth-Lord’s diligent use of the Sage of Omaha’s famed investment principles has been a successful strategy.

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.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc -5.7 % 10.1 % 59.9 % 99.1 %
CFP SDL Free Spirit General (Acc) -7.3 % 6.7 % N/A N/A
Baillie Gifford UK Equity Alpha B Inc -7 % 6.6 % 41.1 % 42.1 %
VT Sorbus Vector A -6.2 % 4.7 % N/A N/A
Liontrust Special Situations I Inc -5.8 % 3.5 % 43.6 % 68.3 %
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 -4.7 % -5.7 % 66.3 % 95.9 %
Schroder Oriental Income Ord -2.1 % -6.2 % 43.3 % 52.1 %
Fidelity Emerging Asia W Acc -5.4 % -8 % 48.2 % 78.3 %
Smith & Williamson Far Eastern Inc&Gr B -6.4 % -8.3 % 51.6 % 59.6 %
Fidelity Asia W Acc -5.3 % -8.4 % 56.5 % 69.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -7.7 % 23.4 % 116.9 % 86.9 %
Crystal Amber Ord -4.8 % 14.5 % 40.9 % 71.3 %
Fidelity Special Values Ord -5.2 % 5.2 % 35.5 % 61.8 %
Henderson Opportunities Ord -6.9 % 1.8 % 18.5 % 45.6 %
Aurora Ord -3.3 % 1.6 % 36.1 % 51.3 %
Data provided by Morningstar.

View of the day

North America

What can the Great Depression teach us about Trump’s trade war?

Investors seeking to navigate a safe passage through the trade war with China should look to US history for lessons.

Japan

Japan's economy is changing slowly but surely

Investors periodically get excited about Japan changing and buy the stock market, only to give up a year or two later, disappointed at the pace of reform.

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.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 88
North American Smaller Companies 10.8 % 66.7 % 86.1 % 19
North America 10.6 % 63.4 % 98.5 % 124
Technology and Telecommunications 8.3 % 75.3 % 110.6 % 19
Specialist 7.4 % 7.8 % 32.7 % 180
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 18.1 % 14 % 14 % 3
Sector Specialist: Tech Media & Telecomm 17.6 % 135.2 % 75.5 % 4
Country Specialists: Other 15.9 % 3.9 % 44 % 4
North American Smaller Companies 15.7 % 72.8 % 78.4 % 3
Data provided by Morningstar.