Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

Global Markets

How will heavily discounted investment trusts fare in the next bear market?

Share price discounts to net asset value have narrowed dramatically over recent years and are now increasingly vulnerable to market downturns.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Sustainable

How will sustainable funds fare when the next bear market strikes?

Sustainable investments' focus on companies operating best practice could make them more resilient when markets fall.

Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

Global Markets

How will heavily discounted investment trusts fare in the next bear market?

Share price discounts to net asset value have narrowed dramatically over recent years and are now increasingly vulnerable to market downturns.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Sustainable

How will sustainable funds fare when the next bear market strikes?

Sustainable investments' focus on companies operating best practice could make them more resilient when markets fall.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc 2.3 % 24.2 % 72.6 % 112.6 %
CFP SDL Free Spirit General (Inc) 4.4 % 19.8 % N/A N/A
Baillie Gifford UK Equity Alpha B Inc -2 % 18.5 % 53.9 % 52.1 %
MI Chelverton UK Equity Growth B Inc 2.4 % 16.4 % 81 % N/A
TB Saracen UK Alpha B Acc 0.9 % 15.9 % 42.4 % 71.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Hermes Asia Ex Japan Equity F GBP Acc -1.3 % 4.3 % 83.4 % 109.3 %
Smith & Williamson Far Eastern Inc&Gr B -4.2 % 3.6 % 67.7 % 76.8 %
Fidelity Asia W Acc -3.2 % 3.4 % 75.5 % 82.8 %
Fidelity Emerging Asia W Acc -4 % 2.5 % 67.4 % 91.3 %
Schroder Oriental Income Ord -2.8 % 1.8 % 56 % 59.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -1.4 % 39.9 % 138.6 % 98.5 %
Crystal Amber Ord N/A 26 % 46.9 % 83.9 %
Henderson Opportunities Ord 2.3 % 16.6 % 16.8 % 64.3 %
Fidelity Special Values Ord 1.1 % 16.2 % 42.4 % 73.6 %
JPMorgan Mid Cap Ord -1.9 % 14.1 % 30.3 % 96.7 %
Data provided by Morningstar.

View of the day

Personal Finance

Make tax reliefs less taxing for businesses and investors

Reform and simplification is imperative to better support growing companies, owners and shareholders.

North America

US small caps: bigger than you think

Deep capital markets and entrepreneurial zeal makes the US a supportive environment for growth companies, with strength in sectors including tech and pharma.

Global Markets

US equities: Why should investors look elsewhere?

Michael Stanes, investment director at Heartwood Investment Management, explains why the US is not the only show in town.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
North American Smaller Companies 27.5 % 76.8 % 102.4 % 19
Technology and Telecommunications 22.8 % 91 % 127.5 % 19
North America 21.6 % 71.7 % 108 % 124
Personal Pensions 17.4 % 27.3 % 14.2 % 0
Unclassified Sector 14 % 26.1 % 42.6 % 88
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Tech Media & Telecomm 38.5 % 151.9 % 99.3 % 4
North American Smaller Companies 33.3 % 88 % 89.4 % 3
Sector Specialist: Utilities 31.9 % 19.2 % 19.2 % 4
Japanese Smaller Companies 24 % 121.3 % 145.9 % 3
VCT Specialist: Technology 22.6 % 28.8 % 33 % 4
Data provided by Morningstar.