Insights

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

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

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Slater Growth P Acc -2.2 % 32.1 % 47.2 % 73.1 %
LF Miton UK Value Opps B Instl Inc -0.2 % 30.6 % 36.9 % 72.2 %
Premier UK Growth B Inc -3.7 % 30.2 % 41.5 % 61.6 %
MI Chelverton UK Equity Growth B Inc -1.9 % 29.5 % 62.5 % 144.9 %
Premier Ethical B Inc -2 % 28.5 % 35.7 % 55 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -3 % 13.7 % 48.4 % 97.5 %
Fidelity China Special Ord -1.9 % 9.4 % 31.2 % 88.5 %
Aberdeen New India Ord -1.9 % 9.2 % 13.9 % 32.2 %
Fidelity Asia W Acc -4.3 % 8.9 % 34.3 % 79.1 %
Fidelity Emerging Asia W Acc -3.8 % 8.5 % 31.9 % 68.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord -0.2 % 38.9 % 61.4 % 95.6 %
JPMorgan Mid Cap Ord -0.4 % 33.4 % 50.2 % 86.4 %
Schroder UK Mid Cap Ord -2.8 % 24.6 % 46.5 % 57.1 %
Artemis Alpha Trust Ord -4.1 % 20 % 29.2 % 32.7 %
Invesco Perp Select UK Equity Ord -0.8 % 14.3 % 14.6 % 34.9 %
Data provided by Morningstar.

View of the day

United Kingdom

Five reasons to be cautious with the FTSE 100 over sustainable income

Helen Bradshaw on why investors need to broaden their horizons and diversify their income streams.

Global Markets

Three tips for staying calm amid market turbulence

Giles Coghlan shares three principles for managing market volatility.

Personal Finance

Five groups who should be using an Isa

To avoid being hit by tax charges in the future and missing out on government money, you really ought to consider an Isa, says Laura Suter.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 24.7 % 62.1 % 125.4 % 18
UK Smaller Companies 18.5 % 33.2 % 70.4 % 81
North America 17.8 % 36.7 % 86.7 % 139
Global 14.5 % 29.1 % 63.7 % 302
Unclassified Sector 14 % 26.1 % 42.6 % 67
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
Sector Specialist: Environmental 89.3 % 120.5 % 193.8 % 4
VCT Specialist: Environmental 65.3 % 65.3 % 65.3 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 56.4 % 80.1 % 112.9 % 9
Data provided by Morningstar.