Insights

Investment funds and trusts

Top 10 most popular investment trusts – May 2020

Investors had a clear preference for tech-focused investment trusts. 

Equities

25 years of Aim: how the junior market has become less risky

Its biggest companies today include Fevertree, Asos, and Boohoo, while this years winners may be firms able to help the world confront Covid-19, such as Novacyt.

Property

What does Covid-19 mean for house prices, and will it be the property market’s biggest crash?

The coronavirus pandemic could influence the type of property we choose to buy in the future, and its location.

Investment funds and trusts

Covid recovery fund choices: five experts on their favoured funds and trusts

What about manager fund choices in response to the crisis? Marina Gerner writes.

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

Top 10 most popular investment trusts – May 2020

Investors had a clear preference for tech-focused investment trusts. 

Equities

25 years of Aim: how the junior market has become less risky

Its biggest companies today include Fevertree, Asos, and Boohoo, while this years winners may be firms able to help the world confront Covid-19, such as Novacyt.

Property

What does Covid-19 mean for house prices, and will it be the property market’s biggest crash?

The coronavirus pandemic could influence the type of property we choose to buy in the future, and its location.

Investment funds and trusts

Covid recovery fund choices: five experts on their favoured funds and trusts

What about manager fund choices in response to the crisis? Marina Gerner writes.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc 6.7 % 13.5 % 21.6 % 48.5 %
Royal London Sustainable Leaders C Inc 9.4 % 12.9 % 29 % 60.5 %
Premier Ethical B Inc 12.7 % 12.5 % 9.7 % 28.9 %
Premier UK Growth B Inc 10.9 % 9.9 % 16.7 % 32.8 %
Kames UK Opportunities GBP B Acc 10.3 % 10.1 % 4.3 % 15.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 11.9 % 19.7 % 24.7 % 52.6 %
Janus Henderson China Opps I Acc 7.6 % 17.2 % 26.1 % 65.7 %
JPM Asia Growth C Net Acc 9.4 % 15.1 % 35.3 % 94.3 %
Fidelity Asia W Acc 8.4 % 9.6 % 23 % 70.4 %
Fidelity Emerging Asia W Acc 9.4 % 8.2 % 21.1 % 62.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 11.2 % 2.1 % 12.3 % 37.3 %
Artemis Alpha Trust Ord 7.1 % 0.1 % 2 % 10.8 %
Baillie Gifford UK Growth 13.8 % -0.1 % 10.9 % 23.5 %
Schroder UK Mid Cap Ord 14.8 % -3.6 % -0 % 12.6 %
JPMorgan Mid Cap Ord 11.6 % -8.4 % -2.7 % 18.7 %
Data provided by Morningstar.

View of the day

Global Markets

Value investing still makes sense (and always will do)

There is far more to value investing than simply analysing ratios, argues Luis García Alvarez.

Estate Planning

How to handle estate distribution during the coronavirus pandemic

Harriet Irving explores the peculiarities surrounding loss relief and inheritance currently catching many people out during the Covid-19 crisis.

Sustainable

Is it too early to ‘claim victory’ for ESG in the pandemic?

Rathbones Matt Crossman considers the outperformance of funds with a focus on ESG factors.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 34.3 % 61.3 % 136.4 % 16
China/Greater China 20.6 % 29.9 % 51.7 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 62
North America 13.8 % 33.9 % 82.7 % 139
Japanese Smaller Companies 12.1 % 16.7 % 81.8 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Biotechnology & Healthcare 66.4 % 82.8 % 105.1 % 9
Sector Specialist: Environmental 62.5 % 89.6 % 151.6 % 3
Sector Specialist: Insurance & Reinsurance Strategies 54.1 % 39 % 39 % 4
VCT Specialist: Media, Leisure & Events 40.3 % -28.9 % -56.3 % 2
Asia Pacific 35.6 % 49.7 % 103.4 % 9
Data provided by Morningstar.