Insights

United Kingdom

Election 2019: what do the main political parties offer investors?

We examine the likely impact on personal finance of the main parties’ election pledges, with our analysis covering the stock market and tax, to pensions and invest

United Kingdom

Money Observer podcast: Election 2019, gold, and 10 funds for children

The Money Observer team discuss the star asset class for 2019, a surprising omission from experts' fund tips for children, and what the UK election might mean for investment prospects.

Global Emerging Markets

Why active funds are the way to play a return to form for emerging markets

Emerging market assets look even cheaper after a period of lacklustre returns.

Investment funds and trusts

Proof that investment trusts turbocharge investor returns

Mirror funds: we examine research pitting the performance of funds against those investment trusts managed by the same fund manager or management team.

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

United Kingdom

Election 2019: what do the main political parties offer investors?

We examine the likely impact on personal finance of the main parties’ election pledges, with our analysis covering the stock market and tax, to pensions and invest

United Kingdom

Money Observer podcast: Election 2019, gold, and 10 funds for children

The Money Observer team discuss the star asset class for 2019, a surprising omission from experts' fund tips for children, and what the UK election might mean for investment prospects.

Global Emerging Markets

Why active funds are the way to play a return to form for emerging markets

Emerging market assets look even cheaper after a period of lacklustre returns.

Investment funds and trusts

Proof that investment trusts turbocharge investor returns

Mirror funds: we examine research pitting the performance of funds against those investment trusts managed by the same fund manager or management team.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
ASI UK Mid-Cap Equity I Acc 4.9 % 23.1 % 42.5 % 64.5 %
Franklin UK Mid Cap W Inc 1.1 % 22.4 % 45.6 % 66.8 %
Royal London Sustainable Leaders C Inc 1.9 % 21.7 % 44.8 % 65.3 %
Slater Growth P Acc 3.6 % 21.2 % 46.9 % 67.1 %
ASI UK Responsible Equity I Acc 4 % 20.8 % 38.9 % 54.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 2.9 % 17.8 % 56.5 % 97.5 %
Fidelity Asia W Acc 2.5 % 16.5 % 40.6 % 83.3 %
Fidelity Emerging Asia W Acc 2.3 % 16.3 % 38.2 % 75.7 %
Janus Henderson China Opps I Acc 2 % 13.4 % 33.3 % 79.9 %
Smith & Williamson Far Eastern Inc&Gr B 2.1 % 13.3 % 27.7 % 75.8 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 1.5 % 27.8 % 52.6 % 89.7 %
Schroder UK Mid Cap Ord 0.7 % 21 % 45.7 % 43.9 %
JPMorgan Mid Cap Ord -0.2 % 15.3 % 37.6 % 69.8 %
Invesco Perp Select UK Equity Ord 2.3 % 10.2 % 17.5 % 34.7 %
Baillie Gifford UK Growth 6 % 9.6 % 24 % 31.7 %
Data provided by Morningstar.

View of the day

Global Markets

Is this another tech bubble?

Mini bubbles are occuring all the time in tech, but it is vital not to confuse unicorns with the whole sector, says William de Gale.

Japan

Seven years of Abenomics: where next?

Shinzō Abe became Japans longest-serving prime minster this week prompting a reflection on his three arrows

Equities

Why the ‘natural income approach’ pays dividends

James Mee examines options available to income-oriented investors in the current environment.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 25.2 % 60.7 % 118.5 % 17
North America 16.2 % 38 % 84.9 % 135
North American Smaller Companies 14.9 % 31.3 % 81.9 % 21
Global 14.2 % 32.1 % 62.2 % 298
China/Greater China 14.2 % 34.3 % 70.5 % 25
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 61 % 61 % 61 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 44.4 % 76.5 % 143 % 1
Data provided by Morningstar.