Latest news

Vast majority of funds do not have Woodford’s liquidity problem

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HMRC investigates one in four inheritance tax payers

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Record UK dividend payments, but there is a sting in the tail 

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Insights

Woodford Patient Capital: bargain or falling knife?

We examine the prospects for Neil Woodford’s badly leaking investment venture as investors get the jitters.

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.

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.

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.  

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

To buy a digital copy, click here

Insights

Woodford Patient Capital: bargain or falling knife?

We examine the prospects for Neil Woodford’s badly leaking investment venture as investors get the jitters.

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.

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.

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.  

Top Performing Funds

Name 1m 1yr 3yr 5yr
LF Lindsell Train UK Equity Acc 4.3 % 14.3 % 52.2 % 100.9 %
TB Evenlode Income B Inc 1.5 % 14 % 42.2 % 83.8 %
Royal London Sustainable Leaders C Acc 1.9 % 10.4 % 41.8 % 70.1 %
Liontrust UK Ethical 2 Net Acc 2.6 % 8.2 % 48.1 % 71.4 %
Investec UK Equity Income I Inc 2 2.4 % 7 % 27.7 % N/A
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
JPM Asia Growth C Net Acc 4 % 11.9 % 65.4 % 109.9 %
Aberdeen New India Ord 2.4 % 10.4 % 36.7 % 94.7 %
Schroder Oriental Income Ord 5.1 % 10.4 % 38 % 71.3 %
Aberdeen Standard Asia Focus Ord 0.4 % 10.4 % 29.3 % 33 %
Stewart Investors AsiaPac Sust B Acc GBP 1.4 % 9 % 35.1 % 86.9 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Sanditon Investment Trust -1.2 % -1.9 % -22.5 % -21.5 %
Invesco Perp Select UK Equity Ord 2.3 % -2 % 17 % 36.8 %
Fidelity Special Values Ord 0.6 % -2.1 % 49.4 % 69.6 %
Baillie Gifford UK Growth 0.8 % -2.2 % 30.8 % 30.1 %
Schroder UK Mid Cap Ord -0 % -3.6 % 32.2 % 30 %
View all funds
Data provided by Morningstar.

Editor's picks

How to strike a better balance in an era of lower returns

Money Observer Fund Awards 2019: the winners

Best-performing funds and markets in first half of 2019

Give while you’re still living and reduce your inheritance tax bill

State pension rule change could lead to unexpected financial shock in retirement

Nifty Thrifty portfolio: time to say farewell

ETF demand: Americans are the hares to Europe’s tortoises

View of the day

North America

Did the Apollo 11 moon landing lead to a financial bubble?

While financial bubbles can wreak havoc, the absence of bubble psychology would lead to stagnation.

Global Markets

Is diversification dead?

An extended period of elevated cross-asset correlations has caught many by surprise. Diversification’s potency has been much re

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.

Top Performing Sectors

Name 1yr 3yr 5yr Funds
Unclassified Sector 14 % 26.1 % 42.6 % 80
Technology and Telecommunications 12.5 % 73.5 % 137.6 % 19
Global Emerging Markets Bond 12 % 15.7 % 31.7 % 40
North America 11.9 % 49.7 % 108.2 % 131
UK Index Linked Gilts 9.5 % 21.4 % 56.5 % 17
View all sectors
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
Sector Specialist: Insurance & Reinsurance Strategies 56.5 % -84.8 % -72.4 % 6
Property Direct - Europe 51.5 % 51.5 % 51.5 % 10
Country Specialists: Europe 40.5 % 101.2 % 97.7 % 1
Country Specialists: Latin America 33.2 % 24.2 % 9.5 % 1
Latin America 28.9 % 47.2 % 2.3 % 2
View all sectors
Data provided by Morningstar.

Money Observer TV

How investment trust boards work in investors’ favour

The outlook for UK dividends and the key metric I use to avoid value traps

Portfolio ideas

Tactical Asset Allocator: lessons learnt from investing in ‘star’ economies

Model Portfolios Review: our models are poised for value to have its day in the sun

Nifty Thrifty portfolio: time to say farewell

Saltydog: trend investing with funds wins

How to invest

Isa millionaires: the fortune formula

Small pot strategies: tips on how and where to invest £10,000 to £250,000

How to invest in bonds: a beginner’s guide

How to invest in the stock market: a beginner’s guide