Insights

Retirement Planning

Pension income in the time of Covid-19: how to find income in the ‘new normal’

UK equity income investors face dividend cuts of 40% this year and a long road back to 2019 levels. Helen Pridham assesses options and checks how the £10,000 income portfolio is faring.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

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.

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

Retirement Planning

Pension income in the time of Covid-19: how to find income in the ‘new normal’

UK equity income investors face dividend cuts of 40% this year and a long road back to 2019 levels. Helen Pridham assesses options and checks how the £10,000 income portfolio is faring.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

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.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A -0.1 % 6.3 % 18.3 % N/A
Kames UK Opportunities GBP B Acc 4.2 % 6.8 % 8.5 % 17.7 %
CFP SDL Free Spirit General (Inc) 0.6 % 6.1 % 35 % N/A
Premier Ethical B Inc 2.7 % 5.6 % 7.4 % 24.3 %
MI Chelverton UK Equity Growth B Inc 1.4 % 5.9 % 28.6 % 97.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 29.4 % 45.5 % 56.7 % 136.1 %
Janus Henderson China Opps I Acc 14.7 % 20.1 % 37.5 % 106.9 %
JPM Asia Growth C Net Acc 12.7 % 19.1 % 43.7 % 128.6 %
Fidelity Asia W Acc 12.3 % 12.5 % 32.6 % 99.4 %
Fidelity Emerging Asia W Acc 11.6 % 11.5 % 29.7 % 86.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 5.2 % 3.1 % 12.5 % 32.7 %
Artemis Alpha Trust Ord 0.6 % -1.2 % 3.5 % 10.4 %
Baillie Gifford UK Growth 2.9 % -3.4 % 13.1 % 23 %
Schroder UK Mid Cap Ord -2.7 % -10 % -0.9 % 4.4 %
JPMorgan Mid Cap Ord 5.2 % -10.9 % -3.6 % 11.3 %
Data provided by Morningstar.

View of the day

Europe excluding UK

Which region is ready for the ‘decade of sustainability’?

Hendersons Jamie Ross explains why Europe could lead the shift towards global sustainability.

Global Markets

What’s the outlook for the second half of 2020?

There are few certainties when it comes to investing, but Pictets Luca Paolini highlights several things that investors can be sure of this year.

Retirement Planning

Five things to ask yourself before delaying retirement

L&Gs Emma Byron urges soon-to-be retirees to ensure they have a strong understanding of all the options available before delaying retirement as a result of the coronavirus pandemic.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 31.2 % 76.3 % 166 % 16
China/Greater China 27.4 % 44.7 % 96.1 % 26
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 11.3 % 19.6 % 37.3 % 38
Asia Pacific Including Japan 10.6 % 24.5 % 77 % 11
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Media, Leisure & Events 62 % -23.4 % -55.8 % 2
Sector Specialist: Environmental 56.2 % 86.7 % 162.9 % 3
Sector Specialist: Biotechnology & Healthcare 45.6 % 102.7 % 136.1 % 9
Asia Pacific 44.6 % 64.6 % 140.5 % 9
Sector Specialist: Commodities & Natural Resources 40.1 % 2 % 28.9 % 11
Data provided by Morningstar.