Insights

Asia Pacific

Investment trusts with plenty of potential for adventurous investors

Although trusts focused on the Asia Pacific region are likely to be hit by slowing growth, there are still opportunities up for grabs.

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.  

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.

Your Fund Choices 2019: now available as a digital download

Details of 267 funds, trusts and ETFs Top tips for your Isa or pension
How to build an income portfolio Strategies for short- and long-term investors

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Insights

Asia Pacific

Investment trusts with plenty of potential for adventurous investors

Although trusts focused on the Asia Pacific region are likely to be hit by slowing growth, there are still opportunities up for grabs.

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.  

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 4.7 % 14.1 % 53.9 % 102.7 %
TB Evenlode Income B Inc 0.8 % 12.5 % 42.4 % 84.4 %
Royal London Sustainable Leaders C Acc 1.2 % 8.6 % 41.8 % 71.4 %
Liontrust UK Ethical 2 Net Acc 1.7 % 6.5 % 47.6 % 72.7 %
Investec UK Equity Income I Inc 2 2.4 % 6.1 % 28.3 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 4.7 % 12.4 % 39.8 % 74.5 %
Aberdeen Standard Asia Focus Ord 4.6 % 11.7 % 30.3 % 33.8 %
JPM Asia Growth C Net Acc 4.9 % 11.7 % 66.8 % 114.6 %
Aberdeen New India Ord 3.2 % 10.4 % 35.7 % 104.4 %
Stewart Investors AsiaPac Sust B Acc GBP 0.3 % 8.2 % 35.3 % 89.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Sanditon Investment Trust -1.2 % -1.9 % -22.5 % -21.5 %
Invesco Perp Select UK Equity Ord 1.7 % -2.3 % 16.8 % 36.2 %
Baillie Gifford UK Growth 1.3 % -2.9 % 31.7 % 30 %
Fidelity Special Values Ord 2 % -4.3 % 50.7 % 67.8 %
Keystone Ord 2.2 % -4.4 % 7.2 % 11.4 %
Data provided by Morningstar.

View of the day

Investment funds and trusts

Private equity investing: three myths debunked

Andrew Lebus seeks to dispel myths and explain how investors can access private equity through an investment trust.

Investment funds and trusts

Why investment trusts are a great place to look for income

Amid uncertainty over the security of individual UK company dividends, income-seeking investors are increasingly looking to make trusts part of their portfolios, says William Meadon.

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.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 80
Global Emerging Markets Bond 11.2 % 15.3 % 32.3 % 40
Technology and Telecommunications 10.4 % 74 % 140.2 % 19
North America 10.2 % 50.1 % 110.5 % 131
UK Index Linked Gilts 9.2 % 19.4 % 55.5 % 17
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 52.2 % 52.2 % 52.2 % 10
Sector Specialist: Insurance & Reinsurance Strategies 51.5 % -85.2 % -73 % 6
Country Specialists: Europe 42.9 % 103.4 % 95.6 % 1
Country Specialists: Latin America 36.7 % 26.7 % 12 % 1
Latin America 30.6 % 49.1 % 4.4 % 2
Data provided by Morningstar.