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.

United Kingdom

The 10 cheapest UK 'value' shares being overlooked

Those who adopt a 'glass half-empty' attitude may have viewed the FTSE 100's record high earlier this month as more of a warning sign than a cause for ce

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.

United Kingdom

The 10 cheapest UK 'value' shares being overlooked

Those who adopt a 'glass half-empty' attitude may have viewed the FTSE 100's record high earlier this month as more of a warning sign than a cause for ce

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 0.5 % 14 % 40.3 % 68.7 %
LF Lindsell Train UK Equity Inc 0.1 % 12.2 % 39.6 % 70.2 %
Baillie Gifford UK Equity Alpha B Inc 1.3 % 11.2 % 50.2 % 47.8 %
Royal London Sustainable Leaders C Inc 0.7 % 10.8 % 37.1 % 52.4 %
Fidelity UK Select W Acc 0.3 % 10.1 % 27.7 % 45.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 0.1 % 14 % 47.5 % 94.1 %
Stewart Inv Indian Sbctnt Sustnby B GBP 2.7 % 8.8 % 48.6 % 125.5 %
Aberdeen New India Ord 3.2 % 8.8 % 47.7 % 105.8 %
Invesco Asia Ord -0.4 % 5.5 % 63.3 % 99.1 %
JPM Asia Growth C Net Acc -0.6 % 4.1 % 75.6 % 103.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth -1.8 % 8.2 % 28.8 % 11.9 %
Crystal Amber Ord N/A 8.1 % 45.6 % 50.3 %
Schroder UK Mid Cap Ord 3.7 % 7.1 % 35.6 % 20.9 %
Sanditon Investment Trust N/A 4.5 % -15.8 % N/A
Aurora Ord 1 % 3.8 % 27.5 % 36.5 %
Data provided by Morningstar.

View of the day

United Kingdom

Diversifying Isa returns in times of uncertainty

Different asset classes react differently in changing economic or market conditions, writes Katy Thorneycroft.

United Kingdom

Who’s not using an Isa but almost certainly should be?

Here are five groups of people who should definitely use an Isa for their savings to avoid being hit with a tax charges in the future. 

United Kingdom

Fee scrutiny key as market cycle turns

If the market cycle comes off its long-term high, advisers will have an increasingly important role to play in unpicking opaque fee structures, writes Dan Brocklebank.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 15 % 80.3 % 111.4 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 84
North America 13.7 % 51.9 % 88.2 % 127
North American Smaller Companies 10.2 % 56.9 % 71.5 % 19
UK Index Linked Gilts 10.1 % 31.3 % 58.6 % 16
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 35.2 % 23 % 36.8 % 3
Sector Specialist: Utilities 34.1 % 28.6 % 28.6 % 3
Sector Specialist: Forestry & Timber 25.9 % 96.7 % -55.4 % 1
Sector Specialist: Tech Media & Telecomm 17.6 % 140.1 % 151.3 % 4
Sector Specialist: Biotechnology & Healthcare 13.4 % 51.8 % 98.2 % 8
Data provided by Morningstar.