Transfer window

There has been an explosion in demand for final salary pension transfers since April 2015. Ceri Jones look at market trends in transfer rates and processes, asking if their popularity will wane as rules tighten.

Insights

Investment funds and trusts

Meet the non-UK investment trusts with high yields and solid returns

Overseas investment trusts offer investors more exotic income sources that can also act as counterweights to UK-centric risks.

Passive

Buying a passive fund does not mean taking a passive approach

Passive investors cant take a back seat with their analysis, says Peter Sleep.

Retirement Planning

How to generate a sustainable monthly income from your investments

Pension freedoms have given us more control over our finances – but how can you ensure a regular income? We share ways to arrange your investments to generate a steady monthly payout.

Investment funds and trusts

Miton’s Gervais Williams tackles our 30-second ‘why should I invest with you?’ challenge

Fund manager Gervais Williams takes on our challenge to make the case for the Diverse Income Trust in 30 seconds. 

Your Fund Choices 2019: now available as a digital download

Details of 267 funds, trusts and ETFs Top tips for your Isa or pension
How to build an income portfolio Strategies for short- and long-term investors

To buy a digital copy, click here

Insights

Investment funds and trusts

Meet the non-UK investment trusts with high yields and solid returns

Overseas investment trusts offer investors more exotic income sources that can also act as counterweights to UK-centric risks.

Passive

Buying a passive fund does not mean taking a passive approach

Passive investors cant take a back seat with their analysis, says Peter Sleep.

Retirement Planning

How to generate a sustainable monthly income from your investments

Pension freedoms have given us more control over our finances – but how can you ensure a regular income? We share ways to arrange your investments to generate a steady monthly payout.

Investment funds and trusts

Miton’s Gervais Williams tackles our 30-second ‘why should I invest with you?’ challenge

Fund manager Gervais Williams takes on our challenge to make the case for the Diverse Income Trust in 30 seconds. 

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Equity Alpha B Inc 10.2 % 17.1 % 64.8 % 64.9 %
LF Lindsell Train UK Equity Inc 7.1 % 16.4 % 51.2 % 86.1 %
TB Evenlode Income B Inc 4.4 % 15.7 % 45.3 % 73.8 %
Castlefield CFP SDL UK Bufftlgy Inst Inc 8.4 % 12.4 % 63.7 % 108.8 %
Aberdeen UK Equity I Acc 6.4 % 11.4 % 35.7 % 31 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 1.4 % 13.3 % 49.4 % 94.9 %
JPM Asia Growth C Net Acc 5.4 % 11.6 % 87.6 % 113.6 %
Guinness Asian Equity Income X GBP Inc 6.2 % 10 % 57.8 % 93.2 %
Aberdeen New India Ord 7.2 % 9.5 % 51.5 % 117.2 %
Invesco Asia Ord 5.1 % 9.2 % 66.3 % 97.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Woodford Patient Capital Trust 6.7 % 8.6 % -17 % N/A
Schroder UK Mid Cap Ord 2.1 % 5.4 % 36 % 25.4 %
Baillie Gifford UK Growth 7.5 % 5 % 36.1 % 24.1 %
Fidelity Special Values Ord 6.3 % 4 % 44.8 % 63 %
Aurora Ord 1.9 % 2.8 % 32.6 % 43.6 %
Data provided by Morningstar.

View of the day

Global Markets

Pets and robots: the rise of the thematic investor

Andreas Fruschki assesses niche areas investors are exploring, including artificial intelligence and animal well-being.

Global Markets

Recognising opportunity in times of economic uncertainty

While political uncertainty is a concern for all, Brexit and other issues do not mean the end of fruitful investment opportunities.

Global Emerging Markets

Is it the right time to invest in the Indian stockmarket?

Is the general election likely to be good news for the stockmarket, or should investors be stepping back, asks Jaisal Pastakia.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 22.6 % 92.3 % 136 % 19
North America 18 % 59.2 % 104 % 130
North American Smaller Companies 15.4 % 63.4 % 92.2 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 84
Global 10.3 % 46.9 % 67.8 % 284
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 36.8 % 32.4 % 35.1 % 3
Sector Specialist: Utilities 32.5 % 33.1 % 33.1 % 3
Sector Specialist: Forestry & Timber 25.9 % 96.7 % -55.8 % 1
Country Specialists: Europe 25.5 % 82.1 % 80.5 % 1
Sector Specialist: Tech Media & Telecomm 24.4 % 151.2 % 219.1 % 4
Data provided by Morningstar.