Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

United Kingdom

Should you cash out of your defined benefit pension scheme?

All-time-high transfer values for defined benefit schemes have proved highly attractive to scheme members – but for many it still makes sense to stick.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Personal Finance

Growing out of a culture of borrowing

How do you get teenagers to start saving? Carol Knight, of Tisa, shares strategies.

Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

United Kingdom

Should you cash out of your defined benefit pension scheme?

All-time-high transfer values for defined benefit schemes have proved highly attractive to scheme members – but for many it still makes sense to stick.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Personal Finance

Growing out of a culture of borrowing

How do you get teenagers to start saving? Carol Knight, of Tisa, shares strategies.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc 2.3 % 23.7 % 73.9 % 113 %
Baillie Gifford UK Equity Alpha B Acc -0.2 % 20.6 % 57.3 % 54.1 %
CFP SDL Free Spirit General (Acc) 4.2 % 19.3 % N/A N/A
MI Chelverton UK Equity Growth B Inc 2.3 % 16 % 82.1 % N/A
TB Saracen UK Alpha B Acc 1.1 % 15.9 % 44.8 % 72 %
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 -1.2 % 3.6 % 85.8 % 108.4 %
Fidelity Asia W Acc -3.3 % 2.4 % 77.3 % 83.3 %
Smith & Williamson Far Eastern Inc&Gr B -4.1 % 2.3 % 67.1 % 74.3 %
Schroder Oriental Income Ord -2 % 1.9 % 61.6 % 55.8 %
Fidelity Emerging Asia W Acc -4.4 % 1.8 % 68.9 % 90.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -0.6 % 38.7 % 138.6 % 95.8 %
Crystal Amber Ord -0.4 % 26.5 % 46.3 % 83.1 %
Henderson Opportunities Ord 2.1 % 17 % 17.6 % 63.6 %
Fidelity Special Values Ord 1.9 % 16.2 % 46.1 % 74.6 %
JPMorgan Mid Cap Ord -2.9 % 12.5 % 31.5 % 95 %
Data provided by Morningstar.

View of the day

United Kingdom

How to solve the social care crisis? Eight considerations

The government’s green paper on social care will need both short-term and long-term measures to spread the burden more fairly, argues Ros Altmann.

Global Markets

Ten years after Lehman: 10 tips for investors

A decade after the collapse of Lehman Brothers, which investment opportunities have weathered the storm?

Global Emerging Markets

What do Trump’s new tariffs on Chinese goods mean for emerging markets?

As the global trade war heats up, Jason Hollands of Tilney mulls the outlook for emerging economies and the prospect of a backlash against the US.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
North American Smaller Companies 24.1 % 75.8 % 98.6 % 19
Technology and Telecommunications 20.6 % 91 % 123.6 % 19
North America 20 % 72.8 % 105.9 % 124
Personal Pensions 17.4 % 27.3 % 14.2 % 0
Japanese Smaller Companies 14.3 % 96.5 % 111.6 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Tech Media & Telecomm 35 % 148.8 % 95.4 % 4
North American Smaller Companies 34 % 87.7 % 86.8 % 3
Sector Specialist: Utilities 32.2 % 19.1 % 19.1 % 4
VCT Specialist: Technology 24.9 % 31 % 34.1 % 4
Japanese Smaller Companies 23.8 % 124.1 % 142.4 % 3
Data provided by Morningstar.