Insights

Investment funds and trusts

To beat inflation, turn to investment trusts

When pitting annualised returns for trusts over the past 20 years against RPI inflation, theres no competition, says Kyle Caldwell. 

Investment funds and trusts

The Long View: is water the new oil promising a flood of returns?

The water industry could be delivering exceptional returns in the not-too-distant future.

Global Markets

Unsung funds: alternatives to the most-popular funds

The most-bought funds and trusts of the past two years may be less successful in 2019, so here are some promising alternatives offering better value or a more defensive approach.

Investment funds and trusts

How to generate a £10,000 income: 2019’s investment trust picks

For the fourth year on the spin, our £10,000 income portfolio has delivered. Helen Pridham explains how, and introduces a new constituent for 2019.

February 2019 issue on sale now...

Model portfolios: annual review and ideas for 2019 Isa strategies for protection in a volatile environment
High-quality shares for a £10,000 annual income How Aim shares can protect against the taxman

To find out more click here

Insights

Investment funds and trusts

To beat inflation, turn to investment trusts

When pitting annualised returns for trusts over the past 20 years against RPI inflation, theres no competition, says Kyle Caldwell. 

Investment funds and trusts

The Long View: is water the new oil promising a flood of returns?

The water industry could be delivering exceptional returns in the not-too-distant future.

Global Markets

Unsung funds: alternatives to the most-popular funds

The most-bought funds and trusts of the past two years may be less successful in 2019, so here are some promising alternatives offering better value or a more defensive approach.

Investment funds and trusts

How to generate a £10,000 income: 2019’s investment trust picks

For the fourth year on the spin, our £10,000 income portfolio has delivered. Helen Pridham explains how, and introduces a new constituent for 2019.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 4.8 % 10.3 % 46.3 % 66.3 %
LF Lindsell Train UK Equity Inc 4.7 % 9.7 % 45.6 % 68 %
Royal London Sustainable Leaders C Inc 2.5 % 8.6 % 39.9 % 46.8 %
Liontrust Special Situations I Inc 3.8 % 8.2 % 48.9 % 60.5 %
Castlefield CFP SDL UK Bufftlgy Inst Acc 1.2 % 7.6 % N/A N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 2 % 12 % 57.4 % 95.4 %
Schroder Oriental Income Ord 3.8 % 4.7 % 63.8 % 82.5 %
Stewart Inv Indian Sbctnt Sustnby B GBP -2.7 % 2.9 % 52.2 % 136 %
Aberdeen Standard Asia Focus Ord 0.2 % 2.2 % 50.4 % 36.4 %
Schroder Asian Total Return Inv. Company 6.3 % 1.9 % 92.6 % 127.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Woodford Patient Capital Trust -4.5 % 12.5 % -2.8 % N/A
Baillie Gifford UK Growth 1.3 % 9.1 % 33.5 % 6.4 %
Crystal Amber Ord -2.8 % 7 % 56.5 % 51.3 %
Sanditon Investment Trust 0.3 % 6.1 % -16.3 % N/A
Fidelity Special Values Ord 2.8 % 3.7 % 49 % 45.4 %
Data provided by Morningstar.

View of the day

Retirement Planning

Prepare for retirement in six simple steps

It’s never too early to plan your wealthy retirement strategy, argues author Vicki Wusche.

Equities

Six rules to obtaining conviction in small-cap stocks

Many investors are unaware that the UK is home to a vast number of high-quality smaller companies, says Ken Wotton.

United Kingdom

Are we living through a ‘retail apocalypse’?

Disruption in retail is an opportunity for companies that know how to compete and investors who know what to look for.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 81
North American Smaller Companies 13.3 % 77.1 % 83.3 % 19
Technology and Telecommunications 12.2 % 91.5 % 109.9 % 19
North America 10.6 % 65.2 % 94.2 % 126
Specialist 7.4 % 7.8 % 32.7 % 181
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Utilities 39.7 % 30.3 % 30.3 % 3
Country Specialists: Other 37.4 % 28.1 % 41.1 % 3
Sector Specialist: Forestry & Timber 26.2 % 98.4 % -54.2 % 1
VCT Specialist: Technology 15 % 26.8 % 46.6 % 4
North American Smaller Companies 14.8 % 90.1 % 68.1 % 3
Data provided by Morningstar.