Insights

Investment funds and trusts

Forecasting: predicting what the future holds is impossible, but investors must try

All investors are forecasters - but humility is key, says Tom Bailey.

Investment funds and trusts

How two professional investors find investment trust bargains

We put two fund-of-investment trust managers through their paces, comparing strategy, performance and charges.

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

To buy a digital copy, click here

Insights

Investment funds and trusts

Forecasting: predicting what the future holds is impossible, but investors must try

All investors are forecasters - but humility is key, says Tom Bailey.

Investment funds and trusts

How two professional investors find investment trust bargains

We put two fund-of-investment trust managers through their paces, comparing strategy, performance and charges.

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
ASI UK Mid-Cap Equity I Acc 5.3 % 20.8 % 41.4 % 64.7 %
Royal London Sustainable Leaders C Inc 0.6 % 19.4 % 46.5 % 67.9 %
Franklin UK Mid Cap W Inc 2.1 % 19.1 % 46 % 68.2 %
ASI UK Responsible Equity I Acc 3.8 % 18.3 % 39.5 % 55.9 %
Montanaro UK Income GBP 2.3 % 16.8 % 37.4 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 1.7 % 17.2 % 58.9 % 96.8 %
Fidelity Asia W Acc 1.6 % 16.8 % 42.8 % 84.2 %
Fidelity Emerging Asia W Acc 0.8 % 16.2 % 39.3 % 75.3 %
Guinness Asian Equity Income X GBP Inc 0.5 % 13.7 % 29.3 % 62.9 %
Stewart Investors AsiaPac Sust B Acc GBP 1.1 % 12.7 % 32.6 % 64.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 5.2 % 25.4 % 50.4 % 86.3 %
Schroder UK Mid Cap Ord 1.6 % 20 % 46.6 % 45.3 %
JPMorgan Mid Cap Ord 1.5 % 11.2 % 36.9 % 70.5 %
Invesco Perp Select UK Equity Ord 2.1 % 8.6 % 16.8 % 36.1 %
Fidelity Special Values Ord -0.9 % 8.5 % 34.4 % 71.3 %
Data provided by Morningstar.

View of the day

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.

Sustainable

No more plastic! How you can invest in the companies reducing waste

Do you want to use your investments as a force for good? Amy Lazenby highlights how you could go about it.

Personal Finance

10 questions to ask your investment manager

Henderson Rowe’s Charles Astor suggests several questions to pose ranging from fees to choosing ETFs.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.8 % 63.4 % 118.7 % 17
Unclassified Sector 14 % 26.1 % 42.6 % 72
North America 13.8 % 39.5 % 86.6 % 135
China/Greater China 13.1 % 35.9 % 67.4 % 24
Global 12.7 % 33 % 64 % 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 43.6 % 75.5 % 147.4 % 1
Data provided by Morningstar.