Insights

Sustainable

Ethical portfolio strong in face of Covid

Oil industry pain has been a tailwind for the Money Observer portfolio, with ESG funds looking well placed for the ‘new normal’.

Investment funds and trusts

Funds Fan: fallen-star fund manager exits, trust dividend cuts, and an interview with a top UK investor

In this episode, the team discuss the scale of dividend cuts among investment trusts, and interview Stuart Widdowson, manager of Odyssean Investment Trust.

Equities

What’s the outlook for three industry sectors in the eye of the corona storm?

In his FTSE Sector Watch column, Richard Hunter assesses prospects for different industry sectors.

Global Markets

Fund and investment trust tips for the post-pandemic ‘new normal‘

How does a post-Covid-19 global equity portfolio look? Andrew Pitts suggests BATS with FAANGS and GRANOLAS have a place.

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

Sustainable

Ethical portfolio strong in face of Covid

Oil industry pain has been a tailwind for the Money Observer portfolio, with ESG funds looking well placed for the ‘new normal’.

Investment funds and trusts

Funds Fan: fallen-star fund manager exits, trust dividend cuts, and an interview with a top UK investor

In this episode, the team discuss the scale of dividend cuts among investment trusts, and interview Stuart Widdowson, manager of Odyssean Investment Trust.

Equities

What’s the outlook for three industry sectors in the eye of the corona storm?

In his FTSE Sector Watch column, Richard Hunter assesses prospects for different industry sectors.

Global Markets

Fund and investment trust tips for the post-pandemic ‘new normal‘

How does a post-Covid-19 global equity portfolio look? Andrew Pitts suggests BATS with FAANGS and GRANOLAS have a place.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc 4.4 % 12 % 20.3 % 43.8 %
Royal London Sustainable Leaders C Inc 4.5 % 10 % 27.1 % 53.6 %
Premier Ethical B Inc 5.6 % 7.9 % 5.7 % 23.1 %
Premier UK Growth B Inc 5.7 % 7.5 % 14.4 % 30 %
CFP SDL Free Spirit General (Inc) 5.2 % 7.1 % 34.9 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Janus Henderson China Opps I Acc -0.4 % 10 % 21.8 % 55.7 %
JPM Asia Growth C Net Acc 0.6 % 8.8 % 28.5 % 80.9 %
Fidelity Asia W Acc 0.2 % 4.2 % 17.2 % 57.5 %
Fidelity Emerging Asia W Acc 1.2 % 3.6 % 15.6 % 49.5 %
Merian Asia Pacific R GBP Acc 2.1 % 1.2 % 8.4 % 47.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord 7.6 % 0 % -3.1 % 6 %
Baillie Gifford UK Growth 8.4 % -4.2 % 6.6 % 18.9 %
Mercantile Ord 4.2 % -6.1 % 1 % 22.2 %
Schroder UK Mid Cap Ord 5.5 % -9 % -5.2 % 5.2 %
Aurora Ord 4.3 % -13 % -13.5 % 16 %
Data provided by Morningstar.

View of the day

Investment funds and trusts

Coronavirus: confessions of a bond manager

Jeff Keen of the Waverton Sterling Bond Fund on how a timely decision in the lead-up to the sell-off, coupled with a little bit of luck, helped in the face of the crisis.

Active

Why retail investors should not put all their faith in a passive path to prosperity

Investors should challenge managers to offer a range of instruments to help them navigate and capitalise on volatility, argues Saxo Bank’s UK chairman Charlie White-Thomson.

Personal Finance

Can I get a witness? Surge in demand for wills amid Covid-19 crisis

Legislation on will writing needs to be simplified, argues Edward Grant.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 29 % 59.1 % 130.3 % 16
China/Greater China 14.2 % 25.2 % 43.9 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 61
UK Gilts 12.6 % 16.9 % 32.5 % 38
Japanese Smaller Companies 11.6 % 20.8 % 82.8 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 411 % 411 % 411 % 1
Sector Specialist: Biotechnology & Healthcare 65.2 % 87.1 % 108.5 % 9
VCT Specialist: Environmental 62.1 % 62.1 % 62.1 % 9
Sector Specialist: Environmental 58.7 % 86.1 % 146.8 % 3
Sector Specialist: Insurance & Reinsurance Strategies 42.2 % 42.2 % 42.2 % 4
Data provided by Morningstar.