Insights

Global Markets

Unsung funds: alternatives to the most-popular funds

The most-bought funds and trusts of the past two years may be less successful in 2019, so here are some promising alternatives offering better value or a more defensive approach.

Investment funds and trusts

How to generate a £10,000 income: 2019’s investment trust picks

For the fourth year on the spin, our £10,000 income portfolio has delivered. Helen Pridham explains how, and introduces a new constituent for 2019.

Global Markets

How to tackle and profit from volatile markets

Investors are looking for safety but – with the usual safe havens also hazardous – unsure where to find it. Cherry Reynard has some suggestions.

Equities

10 shares to give you a £10,000 annual income in 2019

Last years portfolio delivered on its £10K income target, but total returns fell in 2018. This year, capital preservation is key.

February 2019 issue on sale now...

Model portfolios: annual review and ideas for 2019 Isa strategies for protection in a volatile environment
High-quality shares for a £10,000 annual income How Aim shares can protect against the taxman

To find out more click here

Insights

Global Markets

Unsung funds: alternatives to the most-popular funds

The most-bought funds and trusts of the past two years may be less successful in 2019, so here are some promising alternatives offering better value or a more defensive approach.

Investment funds and trusts

How to generate a £10,000 income: 2019’s investment trust picks

For the fourth year on the spin, our £10,000 income portfolio has delivered. Helen Pridham explains how, and introduces a new constituent for 2019.

Global Markets

How to tackle and profit from volatile markets

Investors are looking for safety but – with the usual safe havens also hazardous – unsure where to find it. Cherry Reynard has some suggestions.

Equities

10 shares to give you a £10,000 annual income in 2019

Last years portfolio delivered on its £10K income target, but total returns fell in 2018. This year, capital preservation is key.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 6.8 % 12.7 % 50.3 % 69.9 %
LF Lindsell Train UK Equity Inc 5.7 % 12.5 % 51.7 % 71.6 %
Royal London Sustainable Leaders C Inc 5.5 % 9.8 % 43.7 % 49.9 %
Castlefield CFP SDL UK Bufftlgy Inst Acc 1.1 % 9.4 % N/A N/A
Liontrust Special Situations I Inc 4.5 % 9.4 % 52.2 % 62.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 2.4 % 12.6 % 62 % 98.8 %
Aberdeen Standard Asia Focus Ord 2.2 % 3.9 % 55.6 % 37.4 %
Schroder Oriental Income Ord 4.5 % 2.4 % 68.9 % 77.9 %
Stewart Inv Indian Sbctnt Sustnby B GBP -1.8 % 2.2 % 55.2 % 142.9 %
Guinness Asian Equity Income X GBP Inc 8.1 % 1.5 % 68 % 89.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord 10.4 % 10.1 % 132.6 % 110.9 %
Woodford Patient Capital Trust -2.1 % 9.8 % -1.1 % N/A
Baillie Gifford UK Growth 3.9 % 8.3 % 37 % 6.8 %
Crystal Amber Ord -2.8 % 8.1 % 56.5 % 50.8 %
Sanditon Investment Trust 0.3 % 6.8 % -15.2 % N/A
Data provided by Morningstar.

View of the day

Personal Finance

Four red flags to break up with a wealth manager  

Lee Goggin runs through the key reasons to change wealth manager and highlights how to go through the process.

Global Markets

Brace yourselves: when politics and markets collide

What are the implications of a currently chaotic political order for investors? Thomas Becket analyses the global landscape.

Equities

Four shares to fall in love with all year round

On Valentine’s Day, Anthony Ginsberg explains why a handful of companies should set investors’ hearts racing.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 14.6 % 102.2 % 113.5 % 19
North American Smaller Companies 14.4 % 85.7 % 85.5 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 81
North America 12.1 % 72.8 % 96.2 % 126
UK Index Linked Gilts 7.6 % 23.6 % 51.8 % 16
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 46.9 % 46.9 % 46.9 % 10
Sector Specialist: Utilities 40.7 % 29.9 % 29.9 % 3
Country Specialists: Other 39.4 % 35.7 % 45 % 3
Sector Specialist: Forestry & Timber 26.8 % 99.2 % -54.8 % 1
North American Smaller Companies 16.7 % 97 % 71.8 % 3
Data provided by Morningstar.