Insights

Global Markets

How to find ‘cockroach’ shares to protect against stockmarket turbulence

According to one global fund manager there are plenty of signs of ill health in global markets, strengthening the case for so-called cockroach shares.

United Kingdom

Three bargains in the UK investment trust discount aisle

Bargain Hunter: On the whole investors continue to ignore their home market, but for those looking to increase exposure there are plenty of discount opportunities.  

Mixed assets

How to strike a better balance in an era of lower returns

The days of achieving steady, inflation-beating income from a mix of shares and bonds are gone. We explore how investors can strengthen their portfolio using alternative assets.

Investment funds and trusts

The most consistent investment trusts over the past decade

Analysis by the Association of Investment Companies reveals the top 20 most consistently outperforming investment companies over the past 10 years.

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Insights

Global Markets

How to find ‘cockroach’ shares to protect against stockmarket turbulence

According to one global fund manager there are plenty of signs of ill health in global markets, strengthening the case for so-called cockroach shares.

United Kingdom

Three bargains in the UK investment trust discount aisle

Bargain Hunter: On the whole investors continue to ignore their home market, but for those looking to increase exposure there are plenty of discount opportunities.  

Mixed assets

How to strike a better balance in an era of lower returns

The days of achieving steady, inflation-beating income from a mix of shares and bonds are gone. We explore how investors can strengthen their portfolio using alternative assets.

Investment funds and trusts

The most consistent investment trusts over the past decade

Analysis by the Association of Investment Companies reveals the top 20 most consistently outperforming investment companies over the past 10 years.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Inc 5.1 % 15.4 % 54.2 % 99.2 %
TB Evenlode Income B Inc 3.1 % 15.1 % 46 % 85.8 %
Royal London Sustainable Leaders C Acc 3.8 % 11.4 % 45.1 % 71.5 %
Investec UK Equity Income I Acc 4 % 8.7 % 30.4 % N/A
Liontrust UK Ethical 2 Net Acc 3.6 % 8.6 % 55.1 % 72.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 7.9 % 14.6 % 44.7 % 78.6 %
JPM Asia Growth C Net Acc 8.7 % 13.8 % 70.6 % 115 %
Stewart Investors AsiaPac Sust B Acc GBP 2.5 % 11.4 % 39.5 % 92.3 %
Aberdeen Standard Asia Focus Ord 5.6 % 11.3 % 30.9 % 32.9 %
Fidelity Emerging Asia W Acc 7.7 % 10.2 % 49.6 % 104.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth 1.8 % -2.9 % 34 % 29.8 %
Invesco Perp Select UK Equity Ord 0.9 % -3 % 16.8 % 35.8 %
Fidelity Special Values Ord 1.4 % -3.4 % 49.2 % 63.7 %
Sanditon Investment Trust -3.7 % -4.3 % -24.5 % -23.3 %
Keystone Ord 2.3 % -5.5 % 6.5 % 9.1 %
Data provided by Morningstar.

View of the day

Global Emerging Markets

Why the Chinese Belt and Road Initiative matters to the everyday investor

The brainchild of Xi Jinping, Chinas ambitious infrastructure project gives private investors an array of opportunities, argues Gregory Perdon.

United Kingdom

Are your returns at risk of being lost in currency translation?

UK investors need to be especially mindful of currency when investing in overseas markets, explains Donald Maxwell-Scott.

Equities

Are tobacco companies still a good play for investors?

The tobacco industry is facing disruption, but this has benefits for investors, argues Alex Tedder.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
North America 14.1 % 53.9 % 112.1 % 131
Technology and Telecommunications 14.1 % 78.9 % 141.3 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 80
Global Emerging Markets Bond 12.2 % 15.8 % 32.5 % 40
Global Equity Income 10.9 % 33 % 62.2 % 90
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Insurance & Reinsurance Strategies 54.1 % -86.1 % -74.7 % 6
Property Direct - Europe 53.2 % 53.2 % 53.2 % 10
Country Specialists: Latin America 40.7 % 30.8 % 13.8 % 1
Country Specialists: Europe 39 % 106.3 % 84.4 % 1
Latin America 30.9 % 49.5 % 4.4 % 2
Data provided by Morningstar.