Top trusts

Which investment trusts did investors turn to in March, when the country entered lockdown? 

Dividend commitment

City of London IT moves to reassure its dividend will increase for 54th consecutive year.

Insights

Global Markets

Terry Smith: my scepticism of value stocks was proven correct in market sell-off

Fundsmith Equity held up well in the first quarter of 2020, a result fund manager Terry Smith he <

Investment funds and trusts

Top 10 most popular investment funds: March 2020

Four new entries in our top 10 list and a definite shift from active to passive investing.

Special Money Observer subscription offers

To support readers unable to get out to pick up a copy of Money Observer, we’re running special offers.

Retirement Planning

What does coronavirus mean for your retirement plans?

If you are approaching retirement, this is a worrying time, given market falls.

Your Fund Choices 2020: investing inspiration

Details of over 250 funds, trusts and ETFs simple model portfolios for an annual £10,000 income
How to build a sustainable portfolio  Strategies for short- and long-term investors

To buy a copy, click here

Insights

Global Markets

Terry Smith: my scepticism of value stocks was proven correct in market sell-off

Fundsmith Equity held up well in the first quarter of 2020, a result fund manager Terry Smith he <

Investment funds and trusts

Top 10 most popular investment funds: March 2020

Four new entries in our top 10 list and a definite shift from active to passive investing.

Special Money Observer subscription offers

To support readers unable to get out to pick up a copy of Money Observer, we’re running special offers.

Retirement Planning

What does coronavirus mean for your retirement plans?

If you are approaching retirement, this is a worrying time, given market falls.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc -8.1 % 0.1 % 11.4 % 35.8 %
Smith & Williamson UK Equity Gr B GBPAcc -26.8 % N/A N/A N/A
Janus Henderson Instl UK Idx Opps A Inc -21.1 % N/A N/A N/A
Slater Recovery P Acc -18.1 % -3.6 % 11.4 % 49.4 %
CFP SDL Free Spirit General (Inc) -16.7 % -4.5 % 18.1 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -10.7 % -4 % 25.4 % 63.4 %
Janus Henderson China Opps I Acc -6.8 % -4.3 % 20.7 % 52.8 %
Fidelity Asia W Acc -11.8 % -7.3 % 13.9 % 45.6 %
Fidelity China Special Ord -7.9 % -8.9 % 13.9 % 54.7 %
Fidelity Emerging Asia W Acc -13.2 % -9.9 % 9.1 % 36.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord -20.4 % -15.2 % -8.6 % -0.4 %
Mercantile Ord -33.8 % -19.3 % -4.1 % 18.3 %
Baillie Gifford UK Growth -27.3 % -24.8 % -14.5 % -3 %
JPMorgan Mid Cap Ord -37.1 % -26 % -13 % 9 %
Schroder UK Mid Cap Ord -32.9 % -28.1 % -10.2 % -0.6 %
Data provided by Morningstar.

View of the day

Retirement Planning

Retirement tips in the time of coronavirus

Seven suggestions on what you need to consider if you are approaching retirement.

Personal Finance

Five things high earners wish they had known at the start of the tax year

John Clamp examines what high earners need to be aware of as the tax-year end looms.

Global Emerging Markets

The keys to portfolio management in a crisis

Samy Muaddi discusses survival and revival in the context of emerging markets.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 63
UK Gilts 11.7 % 15.4 % 26.7 % 38
Specialist 7.4 % 7.8 % 32.7 % 189
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 108
Property 5.8 % 22.5 % 42.3 % 52
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
VCT Specialist: Environmental 62.3 % 62.3 % 62.3 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Insurance & Reinsurance Strategies 35.6 % 35.6 % 35.6 % 6
Sector Specialist: Biotechnology & Healthcare 31.8 % 51.7 % 77.5 % 9
Data provided by Morningstar.