Insights

United Kingdom

Steve Webb: beware pitfall of taking pension cash early

Pension Clinic: take cash early and you may face a cap on future contributions, warns former pensions minister.

Global Markets

How global investment trusts have been reducing ‘home bias’

‘Core’ trusts in the global sector have gained traction by broadening their scope in the past decade.

Investment funds and trusts

The funds our four experts are buying to take risk off the table

Caution is the watchword. We name the defensive funds professional investors are buying.

Investment funds and trusts

The investment trusts with long-term yields above 10%

By looking at the current yield of investment trusts compared to price per share 10 years ago, AJ Bell found that a total of four investment trusts had a yield of above 10%.

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

United Kingdom

Steve Webb: beware pitfall of taking pension cash early

Pension Clinic: take cash early and you may face a cap on future contributions, warns former pensions minister.

Global Markets

How global investment trusts have been reducing ‘home bias’

‘Core’ trusts in the global sector have gained traction by broadening their scope in the past decade.

Investment funds and trusts

The funds our four experts are buying to take risk off the table

Caution is the watchword. We name the defensive funds professional investors are buying.

Investment funds and trusts

The investment trusts with long-term yields above 10%

By looking at the current yield of investment trusts compared to price per share 10 years ago, AJ Bell found that a total of four investment trusts had a yield of above 10%.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Inc 1.7 % 15.9 % 52 % 95.8 %
TB Evenlode Income B Inc 1.5 % 15.4 % 39.9 % 79.9 %
Royal London Sustainable Leaders C Acc 2.1 % 13.6 % 40.6 % 68.8 %
ASI UK Responsible Eq I Acc 4.4 % 10.3 % 35.3 % 48.5 %
Investec UK Equity Income I Inc 2 1 % 9.6 % 23.7 % 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 % 15.7 % 58.4 % 96.1 %
Fidelity Emerging Asia W Acc 4.3 % 13.5 % 41.1 % 84.7 %
Fidelity Asia W Acc 4.3 % 12.7 % 44.8 % 90.7 %
Janus Henderson China Opps I Acc 6.3 % 12.2 % 44 % 94.8 %
Schroder Oriental Income Ord 3.1 % 11.8 % 33.6 % 63.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder UK Mid Cap Ord 7.4 % 3.8 % 34.3 % 35.1 %
Mercantile Ord 10.7 % 3.6 % 38.9 % 68.5 %
Fidelity Special Values Ord 8.1 % 0.5 % 44.9 % 70.2 %
Sanditon Investment Trust -0.6 % -0 % -22.9 % -21.1 %
Invesco Perp Select UK Equity Ord 1.5 % -0.1 % 13.1 % 36.5 %
Data provided by Morningstar.

View of the day

Global Markets

Is globalism a spent force?

David Jane looks for the investment opportunities that a reconfiguration of the world economic system provides.

Commodities

Five reasons why gold can go higher

Investors often opt for government bonds over gold, but Vincent Ropers explains why the yellow metal could be the better option.

Global Markets

Cloud computing is a megatrend for growth amid uncertainty

Chris Gannatti on the growth potential of cloud computing and the tailwinds that are going to drive the sector's performance.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Global Emerging Markets Bond 14.9 % 14 % 28.5 % 40
UK Index Linked Gilts 14.8 % 12.6 % 56 % 17
Unclassified Sector 14 % 26.1 % 42.6 % 77
China/Greater China 13.7 % 42.2 % 75.8 % 24
Technology and Telecommunications 12.2 % 68.8 % 123.6 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 278.1 % 278.1 % 278.1 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
Property Direct - Europe 64.6 % 64.6 % 64.6 % 10
VCT Specialist: Environmental 60.4 % 60.4 % 60.4 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Data provided by Morningstar.