Insights

Investment funds and trusts

Why buy and hold investors should switch to a momentum strategy

Buy and hold for the long term goes the mantra, but such an approach has its pitfalls. Is a less intensive momentum strategy a workable alternative for long-term investors?

United Kingdom

‘Free trading’ platforms: what’s the catch?

Tom Bailey runs the rule over the influx of platforms that are offering free share trading.

Investment funds and trusts

Family fortunes: the pull of the Rothschild and Cayzer family-controlled trusts

RIT Capital Partners and Caledonia value the preservation of family wealth above all, so five-year returns of around 70% from both trusts is pretty good going. We share their distinctive investment approaches.

Global Markets

A smarter way to tap into the tech boom

Tech firms are striving hard to secure lucrative slices of the expanding market for healthcare technology.

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

Investment funds and trusts

Why buy and hold investors should switch to a momentum strategy

Buy and hold for the long term goes the mantra, but such an approach has its pitfalls. Is a less intensive momentum strategy a workable alternative for long-term investors?

United Kingdom

‘Free trading’ platforms: what’s the catch?

Tom Bailey runs the rule over the influx of platforms that are offering free share trading.

Investment funds and trusts

Family fortunes: the pull of the Rothschild and Cayzer family-controlled trusts

RIT Capital Partners and Caledonia value the preservation of family wealth above all, so five-year returns of around 70% from both trusts is pretty good going. We share their distinctive investment approaches.

Global Markets

A smarter way to tap into the tech boom

Tech firms are striving hard to secure lucrative slices of the expanding market for healthcare technology.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Inc -1.4 % 11.4 % 43.9 % 95.6 %
TB Evenlode Income B Inc -2.6 % 10.3 % 33.6 % 81 %
Royal London Sustainable Leaders C Inc -1.1 % 8.2 % 34.8 % 69.8 %
BNY Mellon UK Opportunities Inst W Acc -2.9 % 4.5 % 12.9 % 51.4 %
Investec UK Equity Income I Inc 2 -3 % 3.9 % 20.5 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -4.6 % 8.6 % 49.8 % 94.2 %
Fidelity Emerging Asia W Acc -4.4 % 6.1 % 32.5 % 86.7 %
Stewart Investors AsiaPac Sust B Acc GBP -2 % 5.9 % 30.3 % 77.5 %
Fidelity Asia W Acc -4.6 % 5.8 % 36.7 % 86.8 %
Aberdeen Standard Asia Focus Ord -4 % 4.6 % 21.3 % 25.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Sanditon Investment Trust 3.9 % 1.2 % -22.5 % -21.8 %
Invesco Perp Select UK Equity Ord -3.2 % -4.4 % 8.7 % 34.1 %
Keystone Ord -4.7 % -6.6 % -0.9 % 5.5 %
Schroder UK Mid Cap Ord -4.9 % -6.9 % 20 % 23.3 %
Fidelity Special Values Ord -7.2 % -7 % 33.7 % 55.9 %
Data provided by Morningstar.

View of the day

Global Markets

Will currency wars follow trade wars?

Markets shouldn’t be complacent about a potential currency war, argues Miton’s Anthony Rayner.

Bonds

Why we’re sanguine in the face of Brexit and trade wars

Liontrusts Stuart Steven explains why he is cautiously positive on two major macro risks.

Sustainable

Earth, wind and fire: there’s reliable income in renewable energy

Solar and wind energy are often overlooked by investors, but these sources of power generation offer investors opportunity.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
UK Index Linked Gilts 15.9 % 17.4 % 61.2 % 17
Unclassified Sector 14 % 26.1 % 42.6 % 80
Global Emerging Markets Bond 12.3 % 11.4 % 30.5 % 40
UK Gilts 11.1 % 6.2 % 36.3 % 30
Global Bonds 8.5 % 11.3 % 30.8 % 96
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 62.9 % 62.9 % 62.9 % 9
Property Direct - Europe 62.5 % 62.5 % 62.5 % 10
VCT Specialist: Technology 56.2 % 56.2 % 56.2 % 4
Data provided by Morningstar.