Insights

Investment funds and trusts

Funds Fan podcast: dog funds, the hunt for income, and mergers

In this episode, the team discuss underperforming funds, consolidation in the industry, and more.

Personal Finance

How rebalancing your portfolio can steady your investments amid market turmoil

With Isa season 2020 approaching, how should investors go about rebalancing? Tom Bailey explains and offers some undervalued asset ideas.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Global Markets

Investing in water: how ETF investors can tap into returns

Water scarcity will initiate a spate of spending on new infrastructure projects for ETF investors to tap into, says Morningstar’s Kenneth Lamont.

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

Investment funds and trusts

Funds Fan podcast: dog funds, the hunt for income, and mergers

In this episode, the team discuss underperforming funds, consolidation in the industry, and more.

Personal Finance

How rebalancing your portfolio can steady your investments amid market turmoil

With Isa season 2020 approaching, how should investors go about rebalancing? Tom Bailey explains and offers some undervalued asset ideas.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Global Markets

Investing in water: how ETF investors can tap into returns

Water scarcity will initiate a spate of spending on new infrastructure projects for ETF investors to tap into, says Morningstar’s Kenneth Lamont.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Slater Growth P Acc -6.7 % 25.7 % 40.5 % 64.2 %
MI Chelverton UK Equity Growth B Inc -5.3 % 24.9 % 56.9 % 135.8 %
Premier UK Growth B Inc -8.5 % 23.3 % 34.4 % 53.4 %
LF Miton UK Value Opps B Instl Inc -5.3 % 23.5 % 29.9 % 63 %
Slater Recovery P Acc -5.6 % 22.9 % 48.3 % 75.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -3.5 % 13.5 % 47.5 % 95.6 %
Fidelity Asia W Acc -4.4 % 9.5 % 34.1 % 78.7 %
Fidelity Emerging Asia W Acc -4.3 % 8.9 % 31.3 % 67.2 %
Aberdeen New India Ord -2.9 % 8.6 % 12.7 % 31.8 %
Asia Dragon Ord -4.9 % 7.8 % 27 % 51.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord -2.8 % 36.1 % 57.2 % 90.5 %
JPMorgan Mid Cap Ord -1.9 % 32.4 % 47.9 % 84.7 %
Schroder UK Mid Cap Ord -4.4 % 21.4 % 44.2 % 53.6 %
Invesco Perp Select UK Equity Ord -2.7 % 11.5 % 12.5 % 32.4 %
Artemis Alpha Trust Ord -12.1 % 10.1 % 18.3 % 20.6 %
Data provided by Morningstar.

View of the day

Global Markets

Markets and the coronavirus: are we heading for a correction?

European stock markets are particularly vulnerable, writes Jason Hollands.

United Kingdom

The UK’s puzzling productivity problem

What will Tory immigration policy proposals mean for cheap labour and the UK economy?

United Kingdom

How investors can take advantage of uncertain markets

The UK has a vibrant and growing early stage investment ecosystem, and recent market volatility offers an attractive entry point, write Ken Wotton and Bevan Duncan.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 20.9 % 56.4 % 116.4 % 18
Unclassified Sector 14 % 26.1 % 42.6 % 67
UK Index Linked Gilts 13.8 % 16.9 % 44 % 17
UK Smaller Companies 13.3 % 27.5 % 62.9 % 81
North America 13.3 % 30.3 % 77.9 % 139
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
Sector Specialist: Environmental 87.8 % 118.6 % 191.5 % 4
VCT Specialist: Environmental 64.9 % 64.9 % 64.9 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 53.3 % 76.8 % 110.3 % 9
Data provided by Morningstar.