Insights

Investment funds and trusts

One year on from Woodford fund suspension: key lessons as investor money still not returned in full

A year on from the debacle there are key lessons that can be learnt and big questions that remain. 

Global Markets

What’s the future for dividends?

It’s a troubling outlook for income-producing assets, but Tom Becket manages to pick out a few promising prospects nevertheless.

Asia Pacific

Will these investment trusts be future winners?

Some countries may emerge from the coronavirus crisis stronger than they were when it began, writes Ian Cowie.

Investment funds and trusts

Funds and trusts for canny investors after the pandemic

In this Money Observer podcast episode, the team discuss the macro and lifestyle changes with the most investment potential in the wake of Covid-19.

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

Investment funds and trusts

One year on from Woodford fund suspension: key lessons as investor money still not returned in full

A year on from the debacle there are key lessons that can be learnt and big questions that remain. 

Global Markets

What’s the future for dividends?

It’s a troubling outlook for income-producing assets, but Tom Becket manages to pick out a few promising prospects nevertheless.

Asia Pacific

Will these investment trusts be future winners?

Some countries may emerge from the coronavirus crisis stronger than they were when it began, writes Ian Cowie.

Investment funds and trusts

Funds and trusts for canny investors after the pandemic

In this Money Observer podcast episode, the team discuss the macro and lifestyle changes with the most investment potential in the wake of Covid-19.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Premier Ethical B Inc 11.4 % 11.5 % 9 % 27.8 %
Ardevora UK Equity C GBP Acc 5 % 10.7 % 19.7 % 44.3 %
Royal London Sustainable Leaders C Inc 6.1 % 10.1 % 26.5 % 55.8 %
Premier UK Growth B Inc 9.7 % 8.9 % 15.8 % 31.7 %
VT Sorbus Vector A 6.4 % 4.3 % 16.2 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 11.6 % 20.4 % 25.7 % 53 %
Janus Henderson China Opps I Acc 2.7 % 12 % 22.8 % 58.2 %
JPM Asia Growth C Net Acc 2.9 % 10.5 % 30.8 % 86.4 %
Fidelity Asia W Acc 4.1 % 6 % 19.3 % 62.5 %
Fidelity Emerging Asia W Acc 4.9 % 4.7 % 17.5 % 54.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 8.7 % 1.3 % 10.7 % 34 %
Artemis Alpha Trust Ord 8.9 % 0.8 % 0.9 % 9.3 %
Baillie Gifford UK Growth 16 % -0.9 % 10.9 % 23.1 %
Schroder UK Mid Cap Ord 11.9 % -7 % -3.7 % 8.5 %
JPMorgan Mid Cap Ord 9.7 % -9.5 % -4.4 % 15.8 %
Data provided by Morningstar.

View of the day

Sustainable

Is it too early to ‘claim victory’ for ESG in the pandemic?

Rathbones Matt Crossman considers the outperformance of funds with a focus on ESG factors.

Global Markets

Value investing is not dead, but it is on life support

llan Chaitowitz considers the time to buy into classic value strategies and what drives value trends.

Europe excluding UK

European equities: three key themes in a post-Covid landscape

As JPMorgan European Smaller Companies Trust approaches its 30th ‘pearl’ anniversary, Francesco Conte discusses his approach for uncovering pearls in the European Smaller Companies sector and stocks to consider.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 28.8 % 60.2 % 137.4 % 16
China/Greater China 18.6 % 29.4 % 50.2 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 61
UK Gilts 12 % 17.6 % 34.3 % 38
Japanese Smaller Companies 11.8 % 18 % 82.4 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Biotechnology & Healthcare 68.8 % 86.9 % 106.2 % 9
Sector Specialist: Environmental 59.3 % 85.4 % 144.9 % 3
Sector Specialist: Insurance & Reinsurance Strategies 45.1 % 40.4 % 40.4 % 4
VCT Specialist: Healthcare & Biotechnology 42.9 % 411 % 411 % 1
VCT Specialist: Media, Leisure & Events 40.3 % 4 % 4 % 2
Data provided by Morningstar.