Insights

Retirement Planning

Final salary pension transfers: scenarios when you should consider transferring

There has been an explosion in demand for final salary transfers since April 2015. Ceri Jones look at market trends in transfer rates and processes, asking if their popularity will wane as rules tighten.

Investment funds and trusts

The best performing Rated Funds in the first quarter of 2019

The bounce-back of Money Observer Rated Funds savaged at the end of last year has been remarkable, with 86 funds beating the MSCI World index benchmark.

Investment funds and trusts

Meet the non-UK investment trusts with high yields and solid returns

Overseas investment trusts offer investors more exotic income sources that can also act as counterweights to UK-centric risks.

Passive

Buying a passive fund does not mean taking a passive approach

Passive investors cant take a back seat with their analysis, says Peter Sleep.

Your Fund Choices 2019: now available as a digital download

Details of 267 funds, trusts and ETFs Top tips for your Isa or pension
How to build an income portfolio Strategies for short- and long-term investors

To buy a digital copy, click here

Insights

Retirement Planning

Final salary pension transfers: scenarios when you should consider transferring

There has been an explosion in demand for final salary transfers since April 2015. Ceri Jones look at market trends in transfer rates and processes, asking if their popularity will wane as rules tighten.

Investment funds and trusts

The best performing Rated Funds in the first quarter of 2019

The bounce-back of Money Observer Rated Funds savaged at the end of last year has been remarkable, with 86 funds beating the MSCI World index benchmark.

Investment funds and trusts

Meet the non-UK investment trusts with high yields and solid returns

Overseas investment trusts offer investors more exotic income sources that can also act as counterweights to UK-centric risks.

Passive

Buying a passive fund does not mean taking a passive approach

Passive investors cant take a back seat with their analysis, says Peter Sleep.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Equity Alpha B Inc 10.2 % 17.1 % 64.8 % 64.9 %
LF Lindsell Train UK Equity Inc 7.1 % 16.4 % 51.2 % 86.1 %
TB Evenlode Income B Inc 4.4 % 15.7 % 45.3 % 73.8 %
Castlefield CFP SDL UK Bufftlgy Inst Inc 8.4 % 12.4 % 63.7 % 108.8 %
Aberdeen UK Equity I Acc 6.4 % 11.4 % 35.7 % 31 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 1.4 % 13.3 % 49.4 % 94.9 %
JPM Asia Growth C Net Acc 5.4 % 11.6 % 87.6 % 113.6 %
Guinness Asian Equity Income X GBP Inc 6.2 % 10 % 57.8 % 93.2 %
Aberdeen New India Ord 7.2 % 9.5 % 51.5 % 117.2 %
Invesco Asia Ord 5.1 % 9.2 % 66.3 % 97.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Woodford Patient Capital Trust 6.7 % 8.6 % -17 % N/A
Schroder UK Mid Cap Ord 2.1 % 5.4 % 36 % 25.4 %
Baillie Gifford UK Growth 7.5 % 5 % 36.1 % 24.1 %
Fidelity Special Values Ord 6.3 % 4 % 44.8 % 63 %
Aurora Ord 1.9 % 2.8 % 32.6 % 43.6 %
Data provided by Morningstar.

View of the day

Global Markets

US-China power dynamic to shape investment landscape for decades

Shifting dynamics in China inevitably have a significant impact on the rest of the world, says Arno Lawrenz.

Global Markets

Pets and robots: the rise of the thematic investor

Andreas Fruschki assesses niche areas investors are exploring, including artificial intelligence and animal well-being.

Global Markets

Recognising opportunity in times of economic uncertainty

While political uncertainty is a concern for all, Brexit and other issues do not mean the end of fruitful investment opportunities.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 22.6 % 92.3 % 136 % 19
North America 18 % 59.2 % 104 % 130
North American Smaller Companies 15.4 % 63.4 % 92.2 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 84
Global 10.3 % 46.9 % 67.8 % 284
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 36.8 % 32.4 % 35.1 % 3
Sector Specialist: Utilities 32.5 % 33.1 % 33.1 % 3
Sector Specialist: Forestry & Timber 25.9 % 96.7 % -55.8 % 1
Country Specialists: Europe 25.5 % 82.1 % 80.5 % 1
Sector Specialist: Tech Media & Telecomm 24.4 % 151.2 % 219.1 % 4
Data provided by Morningstar.