Insights

Active

When a fund manager moves on, should you hold or fold?

Responding to the departure of a manager of a fund that you invest in requires some agile thinking.

Retirement Planning

Getting to grip with Sipps: what about the tax perks?

Faith Glasgow explains the tax benefits of a self-invested personal pension and why you should take advantage while you can.

Global Markets

Why small is beautiful for investors

When it comes to investing in funds, size matters; we explain why. 

Investment funds and trusts

Money Observer’s Fund Awards 2019 shortlist

We reveal the funds that have made it on to our annual awards shortlist, and introduce a new award.

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

Active

When a fund manager moves on, should you hold or fold?

Responding to the departure of a manager of a fund that you invest in requires some agile thinking.

Retirement Planning

Getting to grip with Sipps: what about the tax perks?

Faith Glasgow explains the tax benefits of a self-invested personal pension and why you should take advantage while you can.

Global Markets

Why small is beautiful for investors

When it comes to investing in funds, size matters; we explain why. 

Investment funds and trusts

Money Observer’s Fund Awards 2019 shortlist

We reveal the funds that have made it on to our annual awards shortlist, and introduce a new award.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 4.6 % 12.9 % 56.5 % 77.8 %
LF Lindsell Train UK Equity Inc 1.9 % 11.4 % 61.7 % 84 %
Castlefield CFP SDL UK Bufftlgy Inst Inc 1.4 % 8.8 % 72.4 % 108.9 %
Aberdeen UK Mid-Cap Equity I Acc 2.4 % 7.3 % 54.3 % 54.1 %
Royal London Sustainable Leaders C Inc 4.1 % 6.9 % 52.3 % 64.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 6.5 % 9.7 % 50.5 % 90.6 %
Aberdeen New India Ord 6.9 % 8.7 % 50.9 % 101.6 %
Schroder Oriental Income Ord 3.3 % 4.5 % 52.3 % 67.8 %
Aberdeen Standard Asia Focus Ord 4.1 % 3.6 % 42.9 % 28.9 %
Stewart Inv Indian Sbctnt Sustnby B GBP 6.5 % 1.8 % 44.5 % 104.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth -1.5 % -1.2 % 42.7 % 23.6 %
Sanditon Investment Trust -0.3 % -1.3 % -22.8 % N/A
Schroder UK Mid Cap Ord -1.5 % -3.7 % 37.2 % 28.5 %
Henderson Opportunities Ord 0.7 % -4.2 % 37.8 % 19 %
Invesco Perp Select UK Equity Ord -0.3 % -4.4 % 20.5 % 34.6 %
Data provided by Morningstar.

View of the day

Equities

Vodafone dividend cut highlights need for new approach to income investing

The telecoms companys dividend cut ended a two-decade run of rising payouts.

Mixed assets

The law of unintended consequences

David Jane examines liquidity and how it can disguise other types of risk.

Global Markets

The Fed vs the Forward Curve

Ahead of next week’s Fed rate announcement, Moritz Sterzinger examines US interest rate expectations.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 79
UK Index Linked Gilts 10.7 % 29 % 57.5 % 17
North America 9.6 % 59.9 % 102.5 % 131
Global Emerging Markets Bond 9.3 % 21.6 % 27.5 % 40
Specialist 7.4 % 7.8 % 32.7 % 187
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 53.1 % 53.1 % 53.1 % 10
Country Specialists: Europe 31 % 107.6 % 70.4 % 1
Latin America 26.6 % 63.4 % -5.5 % 2
Country Specialists: Latin America 25.8 % 63.2 % 4.2 % 1
Sector Specialist: Forestry & Timber 22.7 % 91.8 % -58.4 % 1
Data provided by Morningstar.