Insights

United Kingdom

What have been the most successful funds since the Brexit vote?

A strong post-Brexit bounce plus an uptick in M&A activity helped make UK Smaller Companies the most profitable fund s

United Kingdom

Is the ‘unloved’ UK market a buy or a value trap?

Kyle Caldwell considers whether funds housed in the UK all companies sector present a buying opportunity for contrarian investors.

Equities

How our 10 stocks to buy and hold forever have fared

Our July 2017 cover story highlighted 10 shares to buy and hold forever – here’s how they have fared over the past year. 

North America

The big tech backlash – time for investors to cash out?

Facebook and Google have been engulfed by a wave of criticism, leading some to conclude that tech faces major regulatory risk. 

Insights

United Kingdom

What have been the most successful funds since the Brexit vote?

A strong post-Brexit bounce plus an uptick in M&A activity helped make UK Smaller Companies the most profitable fund s

United Kingdom

Is the ‘unloved’ UK market a buy or a value trap?

Kyle Caldwell considers whether funds housed in the UK all companies sector present a buying opportunity for contrarian investors.

Equities

How our 10 stocks to buy and hold forever have fared

Our July 2017 cover story highlighted 10 shares to buy and hold forever – here’s how they have fared over the past year. 

North America

The big tech backlash – time for investors to cash out?

Facebook and Google have been engulfed by a wave of criticism, leading some to conclude that tech faces major regulatory risk. 

Top Performing Funds Over 1 Year

Name 1m 1yr 3yr 5yr
Baillie Gifford UK Equity Alpha B Inc 1.71 % 23.82 % 46.81 % 74.73 %
CFP SDL UK Buffettology Inst Inc 1.92 % 23.18 % 71.81 % 131.33 %
CFP SDL Free Spirit General (Inc) 0.87 % 21.44 % N/A N/A
MI Chelverton UK Equity Growth B Inc 0.06 % 21.18 % 87.62 % N/A
Standard Life UK Equity Unconstrained Plat 1 Acc -4.28 % 19.22 % 15.38 % 63.88 %
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Fidelity China Special Situations Ord -1.92 % 19.63 % 64.12 % 213.34 %
Janus Henderson China Opportunities I Acc -2.24 % 19.16 % 71.48 % 154.31 %
Old Mutual Asia Pacific R Acc -1.34 % 13.42 % 72.67 % 118.93 %
Fidelity Asia W Acc -1.71 % 12.41 % 65.78 % 109.11 %
Baring Eastern I Inc -2.17 % 11.71 % 56.93 % 108.66 %
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Manchester & London Ord 7.19 % 44.13 % 130.94 % 128.21 %
Artemis Alpha Trust Ord 1.44 % 27.68 % 33.49 % 37.65 %
JPMorgan Mid Cap Ord -2.53 % 25.39 % 49.81 % 132.65 %
Henderson Opportunities Ord 3.49 % 24.02 % 17.57 % 100.86 %
Mercantile Ord -0.84 % 18.68 % 41.68 % 102.7 %
Data provided by Morningstar.

View of the day

United Kingdom

Brexit vote - Two years on and none the wiser

Many questions remain unanswered about what a final Brexit deal will look like, says 

Commodities

How to profit from the electric car boom

Revolutionary progress in the electric vehicle market is driving a surge in demand for advanced car batteries and related commodities.

Middle East and Africa

MSCI ascension to shine spotlight on untapped Saudi Arabia

Saudi Arabia is an exciting prospect for the investment community, given his focus on important reform measures vital to unlocking the country’s substantial economic potential.

Top Performing Sectors Over 1 Year

Name 1yr 3yr 5yr Funds
China/Greater China 17.8 % 50.37 % 110.99 % 26
Personal Pensions 17.38 % 27.3 % 14.17 % 0
Technology and Telecommunications 17.17 % 76.38 % 143.14 % 19
UK Smaller Companies 16.46 % 49.93 % 102.87 % 74
Japanese Smaller Companies 16.12 % 88.6 % 135.19 % 8
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
Sector Specialist: Litigation 144.22 % 0.59 % 6.93 % 1
Sector Specialist: Tech Media & Telecomm 34.66 % 130.57 % 123.22 % 3
Sector Specialist: Small Media, Comms & IT Cos 34.26 % 84.07 % 144.53 % 1
Japanese Smaller Companies 26.39 % 103.25 % 165.6 % 3
Property Securities 25.92 % 62.06 % -99.16 % 1
Data provided by Morningstar.