Insights

Investment funds and trusts

Money Observer Rated Funds in the third quarter 2019: laggards and watchlist

We evalaute the prospects for Rated Fund laggards and update the status of funds previously flagged for issues of concern.

Investment funds and trusts

Money Observer podcast: Neil Woodford - six key questions answered

What does the closure of Neil Woodfords flagship fund mean for investors?

Passive

How investors’ approach to investing has changed over the past 40 years

As an investor, how open are you to embracing emergent ideas? 

Active

Six tips to find an active fund you can trust

How to ensure that your active holdings pull their weight.

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

Investment funds and trusts

Money Observer Rated Funds in the third quarter 2019: laggards and watchlist

We evalaute the prospects for Rated Fund laggards and update the status of funds previously flagged for issues of concern.

Investment funds and trusts

Money Observer podcast: Neil Woodford - six key questions answered

What does the closure of Neil Woodfords flagship fund mean for investors?

Passive

How investors’ approach to investing has changed over the past 40 years

As an investor, how open are you to embracing emergent ideas? 

Active

Six tips to find an active fund you can trust

How to ensure that your active holdings pull their weight.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Royal London Sustainable Leaders C Inc -0.7 % 20 % 36.7 % 80.8 %
LF Lindsell Train UK Equity Inc -5.8 % 17.7 % 40.1 % 96.5 %
Franklin UK Mid Cap W Inc 1.9 % 17 % 39.3 % 77.8 %
TB Evenlode Income B Inc -3.6 % 16.5 % 31.6 % 86.8 %
AXA Framlington UK Growth Z GBP Inc 0.6 % 15.5 % 20.5 % 46.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 6.3 % 23.6 % 18.8 % 73.9 %
JPM Asia Growth C Net Acc -0.8 % 21.5 % 40.5 % 105.7 %
Fidelity Emerging Asia W Acc -1.5 % 18.9 % 26.1 % 87.1 %
Fidelity Asia W Acc -1.6 % 16.8 % 28.2 % 94.1 %
Janus Henderson China Opps I Acc -4.4 % 15.2 % 25.5 % 95.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 11.8 % 22.2 % 50.4 % 93 %
Schroder UK Mid Cap Ord 4.4 % 18.4 % 44 % 49.8 %
JPMorgan Mid Cap Ord 3.8 % 17 % 41 % 86.2 %
Fidelity Special Values Ord 3.1 % 6.5 % 41.9 % 79.1 %
Baillie Gifford UK Growth -5.3 % 5.9 % 15.9 % 30.5 %
Data provided by Morningstar.

View of the day

Global Markets

It’s a digital world

The USA has generated many of the giants of the new business world, with Apple, Google, Amazon, Facebook, Netflix and the rest leading the way in offering a new generation of services.

Sustainable

Three funds that demonstrate excellence in responsible investment

The lack of universal standards and structure means that there is no gatekeeper to protect against “greenwashing”.

Investment funds and trusts

Lessons investors can learn from Neil Woodford troubles

Ian Sayers, of the AIC, argues that ‘reliable redemption’ is the only way to address the problems of holding illiquid assets in open-ended funds and to prevent systemic risks.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
China/Greater China 17 % 25.4 % 78.3 % 24
Technology and Telecommunications 16.2 % 51.4 % 134.4 % 19
Unclassified Sector 14 % 26.1 % 42.6 % 83
Asia Pacific Excluding Japan 13.3 % 18.3 % 60.5 % 113
Global Emerging Markets 11.4 % 14.2 % 46.8 % 103
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 59.8 % 59.8 % 59.8 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Property Direct - Europe 53.7 % 53.7 % 53.7 % 10
Data provided by Morningstar.