Insights

Investment funds and trusts

Why investment trust dividend heroes are set to continue their winning streaks

Are the trusts that raise their dividends every year in a position to be able to continue doing so indefinitely?

Investment funds and trusts

Ask Money: is Alexander Darwall pushing his luck with Jupiter?

Money Observer associate editor Andrew Pitts answers a readers question about a fund.

Bonds

How to adjust your portfolio in response to negative bond yields

Negative bond yields mean investors should revamp their portfolios, argues Ceri Jones.

Global Emerging Markets

Why the stars are realigning for emerging market funds

Falls in global stocks are expected for the rest of the year, but that should give investors useful opportunities.

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

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Insights

Investment funds and trusts

Why investment trust dividend heroes are set to continue their winning streaks

Are the trusts that raise their dividends every year in a position to be able to continue doing so indefinitely?

Investment funds and trusts

Ask Money: is Alexander Darwall pushing his luck with Jupiter?

Money Observer associate editor Andrew Pitts answers a readers question about a fund.

Bonds

How to adjust your portfolio in response to negative bond yields

Negative bond yields mean investors should revamp their portfolios, argues Ceri Jones.

Global Emerging Markets

Why the stars are realigning for emerging market funds

Falls in global stocks are expected for the rest of the year, but that should give investors useful opportunities.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Franklin UK Mid Cap W Inc 2.7 % 22 % 46.8 % 70.1 %
Royal London Sustainable Leaders C Inc 2.2 % 21.3 % 46.9 % 68.6 %
ASI UK Mid-Cap Equity I Acc 5.3 % 20.8 % 41.4 % 64.7 %
Slater Growth P Acc 3.9 % 19.7 % 47.2 % 68.5 %
MI Chelverton UK Equity Growth B Acc 5.1 % 19.2 % 65.7 % 138.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 2.8 % 17.2 % 58.1 % 99.8 %
Fidelity Asia W Acc 2.9 % 16.5 % 42.5 % 87.7 %
Fidelity Emerging Asia W Acc 2 % 16 % 39.2 % 78 %
Smith & Williamson Far Eastern Inc&Gr B 2.6 % 12.9 % 29.5 % 77 %
Schroder Oriental Income Ord 1.8 % 12.9 % 25.4 % 60.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 1.1 % 27 % 51.4 % 87.7 %
Schroder UK Mid Cap Ord N/A 19.6 % 44.7 % 44.7 %
JPMorgan Mid Cap Ord 0.2 % 13.9 % 36.5 % 70.3 %
Fidelity Special Values Ord -0.4 % 10 % 29.9 % 72.8 %
Invesco Perp Select UK Equity Ord 1.8 % 8.6 % 16.7 % 34.4 %
Data provided by Morningstar.

View of the day

Global Markets

How far will the monetary boost go?

Tory MP and Charles Stanley strategist John Redwood examines interest rate cuts worldwide and moves to keep markets liquid.

Europe excluding UK

What does a German recession mean for Europe?

Germany’s reliance on the world to buy its products and a lack of political will to develop domestic sources of consumption are set to be significant issues, warns Artur Baluszynski.

Global Emerging Markets

Like a Russian doll, investing in Russia has many visages

Beyond the energy sector, there are exciting companies capitalising on emerging trends.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.6 % 60.2 % 119.2 % 17
Unclassified Sector 14 % 26.1 % 42.6 % 72
China/Greater China 13.4 % 34.6 % 71.8 % 24
North America 13.2 % 38.1 % 86.6 % 135
Global 12.5 % 32.5 % 63.7 % 300
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.5 % 60.5 % 60.5 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 43.7 % 76.9 % 144.1 % 1
Data provided by Morningstar.