Insights

Global Markets

Investor trends, top performers, and a standout Baillie Gifford fund

The Funds Fan team interview Baillie Gifford's Douglas Brodie, who co-manages the Global Discovery Fund, and talk top-performing sectors.

Global Markets

Investing post-Covid: strategies for a new world order

Key investment considerations are emerging, such as a reassessment of passives, and the strains of income loss.

Investment funds and trusts

Best and worst investment trusts in the first half of 2020

Research by the Association of Investment Companies sorts the winners from the losers.

Investment funds and trusts

Reliable income via social infrastructure trusts appeals in uncertain markets

These investment trusts’ dividends are mostly well supported by revenue streams.

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

Global Markets

Investor trends, top performers, and a standout Baillie Gifford fund

The Funds Fan team interview Baillie Gifford's Douglas Brodie, who co-manages the Global Discovery Fund, and talk top-performing sectors.

Global Markets

Investing post-Covid: strategies for a new world order

Key investment considerations are emerging, such as a reassessment of passives, and the strains of income loss.

Investment funds and trusts

Best and worst investment trusts in the first half of 2020

Research by the Association of Investment Companies sorts the winners from the losers.

Investment funds and trusts

Reliable income via social infrastructure trusts appeals in uncertain markets

These investment trusts’ dividends are mostly well supported by revenue streams.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A N/A 7.2 % 20 % N/A
Premier UK Growth B Inc -0.6 % 6.5 % 20.6 % 38.6 %
CFP SDL Free Spirit General (Inc) -1.4 % 6.4 % 34.8 % N/A
Premier Ethical B Inc -3.3 % 5.6 % 9.3 % 29.7 %
MI Chelverton UK Equity Growth B Inc -1.5 % 5.8 % 30 % 103.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 27.2 % 44.1 % 57.3 % 171.5 %
JPM Asia Growth C Net Acc 10.2 % 17.9 % 46.9 % 133.3 %
Janus Henderson China Opps I Acc 12.8 % 17.5 % 40.9 % 125.2 %
Fidelity Asia W Acc 9.3 % 11.9 % 35.3 % 105.8 %
Fidelity Emerging Asia W Acc 8.4 % 11.4 % 31.6 % 92.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord 1.9 % 3.7 % 8.7 % 16 %
Mercantile Ord -2.5 % 1.7 % 12.6 % 36.9 %
Baillie Gifford UK Growth -4 % -5.3 % 12.6 % 26 %
Aurora Ord -12.3 % -13 % -12.5 % 11.6 %
Invesco Perp Select UK Equity Ord -2.4 % -13.2 % -12.1 % 6.7 %
Data provided by Morningstar.

View of the day

Estate Planning

Mother’s delusions about ‘shopaholic’ daughter invalidated will

Hannah Mantle and Roberta Harvey of Forsters LLP highlight a recent case in a discussion about mental health concerns and inheritance disputes.

Equities

Should investors continue to hold the famous five FAANGs?

Shares in the five tech giants are trading at record highs, but how much higher can they go?

Global Markets

Can value investing survive in the post-Covid age?

As structural and tech-driven thematic trends accelerate in the wake of the coronavirus crisis, Tony Yarrow discusses whether value investing has a place in the new landscape by analysing the traditional value

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 30.5 % 78 % 164.8 % 16
China/Greater China 25 % 47 % 110.2 % 26
Unclassified Sector 14 % 26.1 % 42.6 % 62
Asia Pacific Including Japan 10.3 % 26.8 % 79 % 11
UK Gilts 10.2 % 20.9 % 33.9 % 38
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Media, Leisure & Events 59.4 % -25.3 % -56.6 % 2
Sector Specialist: Environmental 53.8 % 86 % 157.9 % 3
Sector Specialist: Insurance & Reinsurance Strategies 53.3 % 36.2 % 36.2 % 4
Sector Specialist: Biotechnology & Healthcare 46.1 % 103.2 % 142.9 % 9
Asia Pacific 41.9 % 68.4 % 147 % 9
Data provided by Morningstar.