Insights

Global Markets

Why value investors could be waiting in vain for a style change

The bounce-back expected by some investors in value companies cant last in a low-growth world, argues James Thomson.

Global Markets

Fund and trust tips for uncertain times

The IMF predicts a rocky 2020 for the global economy, but there are still plenty of opportunities. David Prosser shares fund, trust and ETF suggestions.

United Kingdom

Victoria Hasler interview: my best and worst investments are the same

The Square Mile director of research and consulting on making investing more accessible for the masses, getting serious about pensions, and Antarctic dreams.

United Kingdom

Budget 2020: six key personal finance areas in the spotlight

We consider what the Budget, which will take place on 11 March, will mean for your money.

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

Global Markets

Why value investors could be waiting in vain for a style change

The bounce-back expected by some investors in value companies cant last in a low-growth world, argues James Thomson.

Global Markets

Fund and trust tips for uncertain times

The IMF predicts a rocky 2020 for the global economy, but there are still plenty of opportunities. David Prosser shares fund, trust and ETF suggestions.

United Kingdom

Victoria Hasler interview: my best and worst investments are the same

The Square Mile director of research and consulting on making investing more accessible for the masses, getting serious about pensions, and Antarctic dreams.

United Kingdom

Budget 2020: six key personal finance areas in the spotlight

We consider what the Budget, which will take place on 11 March, will mean for your money.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Slater Growth P Acc 4 % 39 % 53.6 % 83.4 %
MI Chelverton UK Equity Growth B Inc 2.4 % 35.6 % 66.4 % 157.5 %
Premier UK Growth B Inc 5 % 36.1 % 47.4 % 73.5 %
Slater Recovery P Acc 4.4 % 34.2 % 62.9 % 94.4 %
LF Miton UK Value Opps B Instl Inc 2.6 % 32.7 % 41.2 % 76.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 11.5 % 29.6 % 47.3 % 97 %
JPM Asia Growth C Net Acc 4.7 % 26.2 % 63.6 % 108 %
Janus Henderson China Opps I Acc 6.4 % 23.5 % 45.9 % 89.4 %
Fidelity Asia W Acc 4.2 % 23.2 % 48 % 93.8 %
Fidelity Emerging Asia W Acc 3.2 % 22.9 % 45.3 % 81.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 1.9 % 40.7 % 65.9 % 106.7 %
Schroder UK Mid Cap Ord 2.5 % 34 % 61.4 % 67.3 %
JPMorgan Mid Cap Ord -1.5 % 32.5 % 60 % 92.7 %
Artemis Alpha Trust Ord 0 % 25.7 % 33.7 % 33.5 %
Aurora Ord -0.8 % 21.5 % 35.7 % 72.1 %
Data provided by Morningstar.

View of the day

Sustainable

What does the new UK Stewardship Code mean for investors?

Amid escalating environmental debate, the new code places an increased emphasis on action over words, writes Matt Crossman. 

Sustainable

Veganuary: investing in the vegan boom

Mark Whitehead names three stocks tapping into the demand for plant-based products and explains how he is investing in the vegan revolution to deliver returns and meaningful change.

Global Emerging Markets

Emerging markets: winds of change that carry good news for investors

Corporate governance shortfalls can present challenges in emerging markets, but some countries have moved fast to plug gaps, write Chetan Sehgal and Andrew Ness.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 34 % 70.3 % 139 % 17
China/Greater China 24.6 % 45.1 % 78.4 % 24
North America 23.9 % 40.9 % 94.6 % 137
North American Smaller Companies 22.6 % 34.8 % 91.3 % 23
UK Smaller Companies 22.2 % 39 % 77.8 % 81
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 257.7 % 257.7 % 257.7 % 1
VCT Specialist: Environmental 65.5 % 65.5 % 65.5 % 9
Sector Specialist: Forestry & Timber 57.6 % 57.6 % 57.6 % 1
Country Specialists: Europe 57.4 % 71.2 % 256.2 % 1
VCT Specialist: Technology 54 % 54 % 54 % 4
Data provided by Morningstar.