Insights

Personal Finance

Which is the best Isa for my age group?

We run through the Isa options most likely to suit the requirements of different age groups.

Global Markets

The funds our five experts are buying, holding and selling this Isa season

Our multi-managers see value in emerging markets and the UK, but shun the eurozone.

Equities

Spotlight on Woodford Equity Income: is it still an income fund?

Woodford Equity Income now owns 9% of Woodford Patient Capital, but its large weighting to unquoted stocks raises question marks over whether it can still be labelled as an income fund, writes Andrew Pitts.

Equities

Dogs of the Footsie: will 2019 pack be a pedigree year? 10 shares yielding 6% plus

We reveal the 2019 line-up in our Dogs of the Footsie investment strategy.

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

Personal Finance

Which is the best Isa for my age group?

We run through the Isa options most likely to suit the requirements of different age groups.

Global Markets

The funds our five experts are buying, holding and selling this Isa season

Our multi-managers see value in emerging markets and the UK, but shun the eurozone.

Equities

Spotlight on Woodford Equity Income: is it still an income fund?

Woodford Equity Income now owns 9% of Woodford Patient Capital, but its large weighting to unquoted stocks raises question marks over whether it can still be labelled as an income fund, writes Andrew Pitts.

Equities

Dogs of the Footsie: will 2019 pack be a pedigree year? 10 shares yielding 6% plus

We reveal the 2019 line-up in our Dogs of the Footsie investment strategy.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 0.8 % 12 % 42.5 % 71.5 %
Liontrust Special Situations I Inc 1.2 % 9.8 % 46.2 % 64.6 %
BMO Select UK Equity 2 Acc 1.2 % 9.5 % 21.1 % 29.1 %
LF Lindsell Train UK Equity Inc 0.3 % 9.3 % 40.4 % 74.1 %
Investec UK Special Situations I Inc 3.9 % 9.3 % 28.7 % 26.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP -0.6 % 9.8 % 49.9 % 94.5 %
Stewart Inv Indian Sbctnt Sustnby B GBP 2.8 % 6.2 % 53.6 % 134.7 %
Aberdeen New India Ord 4.2 % 4 % 51.3 % 113.8 %
Aberdeen Standard Asia Focus Ord -0.7 % 2.7 % 45 % 46.7 %
JPM Asia Growth C Net Acc 1.3 % -1.3 % 80.2 % 104.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Woodford Patient Capital Trust -5 % 11.1 % -6 % N/A
Baillie Gifford UK Growth 0.8 % 8.8 % 32.2 % 14.2 %
Crystal Amber Ord -1 % 6 % 49.5 % 47.5 %
Schroder UK Mid Cap Ord 3.3 % 5 % 37.2 % 19.1 %
Sanditon Investment Trust -0.6 % 3.6 % -16.6 % N/A
Data provided by Morningstar.

View of the day

Global Markets

It’s not a trade war, it’s a tech war – has one side already won?

Financial news has been dominated by the trade dispute between the US and China. But is it really about steel, Jack Daniels and soybeans?

United Kingdom

Don’t opt for a ‘no deal’ on your 2018-19 Isa allowance

Avoid investor inertia when it comes to securing valuable tax allowances, says Jason Hollands.

United Kingdom

UK firms well placed to weather Brexit storm

Economic progress combined with negative sentiment means the UK is a land of opportunity for investors, says Alex Neilson.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 84
North America 7.9 % 53.8 % 90.7 % 127
Technology and Telecommunications 7.7 % 82 % 111.6 % 19
North American Smaller Companies 7.5 % 60.8 % 75.9 % 19
Specialist 7.4 % 7.8 % 32.7 % 183
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 34.1 % 26.6 % 37.8 % 3
Sector Specialist: Utilities 32 % 27.8 % 27.8 % 3
Sector Specialist: Forestry & Timber 26.9 % 98.4 % -53.9 % 1
VCT Specialist: Technology 12.4 % 27.5 % 76.8 % 4
Sector Specialist: Tech Media & Telecomm 11.9 % 143 % 122.2 % 4
Data provided by Morningstar.