Latest news

Gloomy on prospects of global economy, investors pile into US equities

As Trump ramps up China tariffs, are emerging markets a good bet for contrarian investors?

Sustainable investing doesn't hamper returns, say investors

Asia Pacific dividends soar

September 2018: What are the best savings account rates?

Octopus Titan VCT announces plans for £200 million fundraising round

More news

Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

Global Markets

How will heavily discounted investment trusts fare in the next bear market?

Share price discounts to net asset value have narrowed dramatically over recent years and are now increasingly vulnerable to market downturns.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Sustainable

How will sustainable funds fare when the next bear market strikes?

Sustainable investments' focus on companies operating best practice could make them more resilient when markets fall.

Insights

United Kingdom

US market at serious risk of a sucker punch

The tech titans have led the US stock market to hair-raising heights, and a painful bruising could be on the way.

Global Markets

How will heavily discounted investment trusts fare in the next bear market?

Share price discounts to net asset value have narrowed dramatically over recent years and are now increasingly vulnerable to market downturns.

United Kingdom

When does the size of an investment fund start to matter?

How does the size of a fund impact on its performance? At what point does size start to matter? Are certain investment styles and types more susceptible to shrinking returns?

Sustainable

How will sustainable funds fare when the next bear market strikes?

Sustainable investments' focus on companies operating best practice could make them more resilient when markets fall.

Top Performing Funds

Name 1m 1yr 3yr 5yr
CFP SDL UK Buffettology Inst Inc 2.4 % 24 % 73.8 % 112.2 %
Baillie Gifford UK Equity Alpha B Inc -1.3 % 19.3 % 55.7 % 53.9 %
CFP SDL Free Spirit General (Inc) 4.2 % 19.3 % N/A N/A
MI Chelverton UK Equity Growth B Inc 2.8 % 16.4 % 82.4 % N/A
VT Sorbus Vector A 0.3 % 16 % N/A N/A
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Hermes Asia Ex Japan Equity F GBP Acc -1.3 % 3.3 % 84.9 % 110.5 %
Smith & Williamson Far Eastern Inc&Gr B -4.3 % 2.7 % 66.8 % 76.4 %
Fidelity Asia W Acc -3.3 % 1.6 % 75.6 % 83.6 %
Fidelity Emerging Asia W Acc -4.5 % 0.8 % 67 % 91.8 %
Schroder Oriental Income Ord -2.8 % 0.4 % 60.3 % 59.5 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Manchester & London Ord -1.4 % 39.3 % 137.2 % 100.4 %
Crystal Amber Ord -0.4 % 25.5 % 46.3 % 83.1 %
Fidelity Special Values Ord 2.6 % 16.7 % 45.6 % 76.7 %
Henderson Opportunities Ord 2.1 % 16.3 % 17.3 % 64.8 %
Schroder UK Growth Ord -3.2 % 14.3 % 34 % 19.8 %
View all funds
Data provided by Morningstar.

Editor's picks

When does the size of an investment fund start to matter?

The Long View: the end of oil?

US market at serious risk of a sucker punch

The best Sipp platforms for your portfolio - 2018

How will sustainable funds fare when the next bear market strikes?

View of the day

Personal Finance

Make tax reliefs less taxing for businesses and investors

Reform and simplification is imperative to better support growing companies, owners and shareholders.

North America

US small caps: bigger than you think

Deep capital markets and entrepreneurial zeal makes the US a supportive environment for growth companies, with strength in sectors including tech and pharma.

Global Markets

US equities: Why should investors look elsewhere?

Michael Stanes, investment director at Heartwood Investment Management, explains why the US is not the only show in town.

Top Performing Sectors

Name 1yr 3yr 5yr Funds
North American Smaller Companies 25.3 % 76.8 % 100 % 19
Technology and Telecommunications 20.8 % 90.9 % 124.8 % 19
North America 20.1 % 72.7 % 106.1 % 124
Personal Pensions 17.4 % 27.3 % 14.2 % 0
Japanese Smaller Companies 14.6 % 95.2 % 112.8 % 8
View all sectors
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
Sector Specialist: Tech Media & Telecomm 36.2 % 151 % 99.2 % 4
Sector Specialist: Utilities 36.2 % 19.4 % 19.4 % 4
North American Smaller Companies 33.6 % 88.2 % 91 % 3
Japanese Smaller Companies 23.5 % 122.5 % 145.9 % 3
VCT Specialist: Technology 22.6 % 28.8 % 31.9 % 4
View all sectors
Data provided by Morningstar.

Money Observer TV

Is the UK market ripe for stock pickers?

Scottish Mortgage's James Anderson: This disruptive share is a long-term winner

Portfolio ideas

Dogs of the Footsie: mutts are still ahead

Tactical Asset Allocator: safe place to gain from US growth

Purposeful Portfolio - Capital Conserver: weak pound boosts global income funds

Purposeful Portfolios - Higher Income: a few funds hit high

How to invest

A beginner’s guide: How to become an Isa millionaire

Here’s why it is worth investing small amounts

How to buy shares and become a stock market investor

What type of investor are you?