Insights

United Kingdom

UK fund and trust tips: the best routes into the unloved UK

The UK stockmarket is loathed by domestic and international investors, but valuations look historically cheap. Our 11 expert panellists share their growth, income and wildcard tips.

Mixed assets

A round-the-world trip takes in the best income prospects

We identify the most promising asset classes, regions and sectors for income-seeking investors in the year ahead.

Commodities

Why it makes sense to buy gold at the start of 2019

Gold is one of the relatively few assets that is uncorrelated to the performance of equity markets.

Global Markets

Fundsmith’s Terry Smith: forecasters are like Michael Fish

Writing exclusively for Money Observer, the star fund manager explains why theres little point worrying about predictions of market turmoil.

Insights

United Kingdom

UK fund and trust tips: the best routes into the unloved UK

The UK stockmarket is loathed by domestic and international investors, but valuations look historically cheap. Our 11 expert panellists share their growth, income and wildcard tips.

Mixed assets

A round-the-world trip takes in the best income prospects

We identify the most promising asset classes, regions and sectors for income-seeking investors in the year ahead.

Commodities

Why it makes sense to buy gold at the start of 2019

Gold is one of the relatively few assets that is uncorrelated to the performance of equity markets.

Global Markets

Fundsmith’s Terry Smith: forecasters are like Michael Fish

Writing exclusively for Money Observer, the star fund manager explains why theres little point worrying about predictions of market turmoil.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 1.5 % 2.5 % 55.1 % 86.1 %
LF Lindsell Train UK Equity Inc 0.4 % 1.3 % 43.3 % 58.3 %
TB Evenlode Income B Inc -2 % 0.1 % 41.7 % 58.4 %
Castlefield B.E.S.T UK Opps Instl -0.1 % -0.7 % 22.6 % 20.8 %
Royal London Sustainable Leaders C Inc -0.1 % -1 % 32.5 % 39.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 2.1 % -4.1 % 62.8 % 69.5 %
Aberdeen New India Ord -0.1 % -6.2 % 49.3 % 110.1 %
Scottish Oriental Smaller Cos Ord 6.2 % -6.6 % 48.6 % 40.6 %
Fidelity Emerging Asia W Acc -0.3 % -7.1 % 64.3 % 89.4 %
Fidelity Asia W Acc 0.5 % -8.8 % 71.7 % 82.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord 11.1 % 10.4 % 55.6 % 56.8 %
Woodford Patient Capital Trust 1.9 % 5.7 % -5 % N/A
Sanditon Investment Trust -2 % 2.4 % -14.9 % N/A
Baillie Gifford UK Growth 6.7 % -3.7 % 29.4 % 2 %
Manchester & London Ord 1.9 % -5.4 % 98.9 % 87.2 %
Data provided by Morningstar.

View of the day

United Kingdom

Groundhog Day at the Brexit corral

As MPs prepare to vote on whether to back Theresa Mays deal for leaving the EU, Stephanie Kelly assesses the political and economic landscape.

Equities

Six red flags investors shouldn't ignore

Before buying into a company, run through our six-point checklist, suggests Robert Clough.

Investment funds and trusts

Five funds to check out in 2019

New year, new choices? Adrian Lowcock shares five options for investors to consider.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 81
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 110
Property 5.8 % 22.5 % 42.3 % 43
UK Direct Property 2.8 % 8.9 % 31 % 38
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 42.6 % 42.6 % 42.6 % 10
Country Specialists: Other 23.3 % 26.9 % 32.9 % 3
VCT Specialist: Technology 22.6 % 34.1 % 35.2 % 4
Sector Specialist: Forestry & Timber 22.5 % 100 % -57.8 % 1
Sector Specialist: Utilities 15.3 % 20.9 % 20.9 % 3
Data provided by Morningstar.