Insights

United Kingdom

Will the UK get a workable Brexit deal?

It is in the interests of both sides to achieve a deal in both goods and services. To achieve this a new customs and regulatory partnership must be decided. 

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. 

Insights

United Kingdom

Will the UK get a workable Brexit deal?

It is in the interests of both sides to achieve a deal in both goods and services. To achieve this a new customs and regulatory partnership must be decided. 

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. 

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

Market outlook no obstacle to investment conviction

Although we now face market conditions which look fragile, the good news is that an u

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.

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.