Insights

United Kingdom

UK fund and trust tips: the best routes into the unloved UK

The UK stockmarket is loathed by domestic and international investors, but valuations look historically cheap. Our 11 expert panellists share their growth, income and wildcard tips.

Mixed assets

A round-the-world trip takes in the best income prospects

We identify the most promising asset classes, regions and sectors for income-seeking investors in the year ahead.

Commodities

Why it makes sense to buy gold at the start of 2019

Gold is one of the relatively few assets that is uncorrelated to the performance of equity markets.

Global Markets

Fundsmith’s Terry Smith: forecasters are like Michael Fish

Writing exclusively for Money Observer, the star fund manager explains why theres little point worrying about predictions of market turmoil.

Insights

United Kingdom

UK fund and trust tips: the best routes into the unloved UK

The UK stockmarket is loathed by domestic and international investors, but valuations look historically cheap. Our 11 expert panellists share their growth, income and wildcard tips.

Mixed assets

A round-the-world trip takes in the best income prospects

We identify the most promising asset classes, regions and sectors for income-seeking investors in the year ahead.

Commodities

Why it makes sense to buy gold at the start of 2019

Gold is one of the relatively few assets that is uncorrelated to the performance of equity markets.

Global Markets

Fundsmith’s Terry Smith: forecasters are like Michael Fish

Writing exclusively for Money Observer, the star fund manager explains why theres little point worrying about predictions of market turmoil.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 2.9 % 3.3 % 57.5 % 87.4 %
TB Evenlode Income B Inc 1.5 % 2.5 % 45.1 % 59 %
LF Lindsell Train UK Equity Inc 1.4 % 1.9 % 45.3 % 58.8 %
Royal London Sustainable Leaders C Inc 3.8 % 1.4 % 36.9 % 43.1 %
VT Sorbus Vector A 8.3 % 0.9 % N/A N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 3.9 % -3.9 % 64.9 % 72.4 %
Aberdeen New India Ord -3.6 % -4.9 % 51.8 % 115.7 %
Fidelity Emerging Asia W Acc 2.6 % -6.5 % 66.5 % 91.3 %
Scottish Oriental Smaller Cos Ord 5.2 % -7.7 % 48.4 % 39.1 %
Fidelity Asia W Acc 2.9 % -7.9 % 72.9 % 83.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord 11.7 % 8.5 % 55.1 % 56.8 %
Woodford Patient Capital Trust 9.4 % 7.4 % 0.2 % N/A
Sanditon Investment Trust -2.3 % 1.8 % -15.1 % N/A
Baillie Gifford UK Growth 9 % 0.2 % 33.5 % 5.7 %
Fidelity Special Values Ord 7.8 % -4.5 % 44.3 % 45.2 %
Data provided by Morningstar.

View of the day

Global Emerging Markets

John Redwood: a new opportunity to buy China?

John Redwood looks beneath the headlines and day-to-day movements in share markets to examine a transformation in economic policy.

Personal Finance

Why the UK’s savings ratio is at a record low

Households are saving less now than during the winter of discontent in the 1970s and there is one reason why, according to transparency champion Andy Agathangelou.

Investment funds and trusts

VCTs: can the good times continue?

Alex Davies gives his view on whether there is too much money chasing too few good deals, and whether fund managers have the experience to succeed under new rules.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 81
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 110
Property 5.8 % 22.5 % 42.3 % 43
Technology and Telecommunications 3.7 % 79.1 % 95.5 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 44.1 % 44.1 % 44.1 % 10
Sector Specialist: Forestry & Timber 27.3 % 100 % -57.8 % 1
Country Specialists: Other 24.9 % 35.7 % 32.2 % 3
VCT Specialist: Technology 22.6 % 34.1 % 32.8 % 4
Sector Specialist: Utilities 15.3 % 22.1 % 22.1 % 3
Data provided by Morningstar.