Dog funds

Are you invested in a fund that consistently underperforms? Explore the list of dog funds.

Insights

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

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

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Premier UK Growth B Inc 1.9 % 35.8 % 46.2 % 68.3 %
LF Miton UK Value Opps B Instl Inc 2.9 % 35.5 % 39.4 % 78.3 %
Slater Growth P Acc N/A 35.4 % 48.6 % 77.9 %
Premier Ethical B Inc 3.1 % 33.5 % 38.5 % 60.3 %
Slater Recovery P Acc 0.4 % 33.1 % 56.8 % 87.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -3.1 % 19.6 % 53.2 % 105.6 %
Fidelity China Special Ord -2.6 % 16.5 % 36.9 % 97.4 %
Fidelity Asia W Acc -3.5 % 15.2 % 38.8 % 87.2 %
Fidelity Emerging Asia W Acc -3.1 % 14.5 % 36.3 % 74.3 %
Aberdeen New India Ord 1.3 % 14.4 % 19.5 % 36.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 4.4 % 44.2 % 65.6 % 103.5 %
JPMorgan Mid Cap Ord 4.4 % 39.2 % 56.8 % 97.2 %
Schroder UK Mid Cap Ord -0.9 % 29.4 % 51.5 % 64.7 %
Artemis Alpha Trust Ord -4 % 19.4 % 30.3 % 33.5 %
Aurora Ord -1.7 % 15.9 % 31.9 % 69.2 %
Data provided by Morningstar.

View of the day

Personal Finance

Five groups who should be using an Isa

To avoid being hit by tax charges in the future and missing out on government money, you really ought to consider an Isa, says Laura Suter.

Equities

Is buy and hold investing a failsafe approach?

Ruffer’s Duncan MacInnes explores how ‘unconditional love’ for supposedly safe stocks can be dangerous when investing.

United Kingdom

10 tax year-end money moves for investors

Many tax-efficient allowances are tax-year specific, so investors must use them or lose them, says Ben Yearsley.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 29.4 % 68.2 % 135.2 % 18
UK Smaller Companies 20.9 % 35.5 % 74.1 % 81
North America 20.2 % 39.3 % 92.3 % 140
Global 17.1 % 31 % 67.7 % 302
Europe Including UK 16 % 26 % 50.3 % 16
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: Environmental 93 % 122.6 % 199.1 % 4
VCT Specialist: Environmental 65.1 % 65.1 % 65.1 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 56.3 % 82.8 % 122.1 % 9
Data provided by Morningstar.