Insights

Global Markets

The long view: how to profit from battery technology

Electric cars are driving what is set to become much broader demand for batteries. Who are the likely winners and losers?

Investment funds and trusts

11 investment terms broken down and explained

Jargon Buster: We run through 11 key investment terms that you need to know.

Equities

The one question every investor should ask themselves before buying a share

DIY Investor Toolkit: We reveal the one question all investors should ask themselves when sizing up a potential share investment.

Global Markets

Tactical Asset Allocator: opportunities for dip buyers after October sell-off

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

Insights

Global Markets

The long view: how to profit from battery technology

Electric cars are driving what is set to become much broader demand for batteries. Who are the likely winners and losers?

Investment funds and trusts

11 investment terms broken down and explained

Jargon Buster: We run through 11 key investment terms that you need to know.

Equities

The one question every investor should ask themselves before buying a share

DIY Investor Toolkit: We reveal the one question all investors should ask themselves when sizing up a potential share investment.

Global Markets

Tactical Asset Allocator: opportunities for dip buyers after October sell-off

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 1.1 % 11 % 54 % 96.9 %
TB Evenlode Income B Acc 3.5 % 6.3 % 46.6 % 67.3 %
Castlefield B.E.S.T UK Opps Instl -0.1 % 5.6 % 18.1 % 30 %
CFP SDL Free Spirit General (Inc) 0.8 % 5.3 % N/A N/A
Baillie Gifford UK Equity Alpha B Acc -1 % 4.8 % 36.6 % 35.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 9.7 % -5.3 % 39.6 % 107.5 %
Schroder Oriental Income Ord 0.6 % -5.7 % 43.9 % 53.7 %
Fidelity Emerging Asia W Acc 4.3 % -6.7 % 54.8 % 84.6 %
Hermes Asia ex-Japan Equity F GBP Acc 0.7 % -7.7 % 61.6 % 90.9 %
Fidelity Asia W Acc 3.1 % -9.5 % 61.9 % 73 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -2.3 % 20.1 % 35.4 % 55.2 %
Baillie Gifford UK Growth 4.1 % 4 % 21 % 7.6 %
Aurora Ord N/A 3.1 % 36.7 % 44.7 %
Fidelity Special Values Ord -4.7 % 2 % 30.5 % 48 %
Artemis Alpha Trust Ord -3.1 % 0.1 % 23.9 % 6.5 %
Data provided by Morningstar.

View of the day

Equities

Why wait for good news to buy UK equities?

When it comes to unloved domestic stocks, you shouldn’t necessarily wait for positive announcements before investing.

Property

Three UK property sectors to avoid as Brexit bites

Rogier Quirijns signposts areas investors should steer clear of and highlights where opportunities can be found.

Global Markets

Five key investment themes for 2019

Jamie Clark identifies five macro-themes and the investment opportunities.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 86
North America 9 % 58.9 % 95.5 % 124
North American Smaller Companies 8.9 % 60.1 % 83.6 % 18
Specialist 7.4 % 7.8 % 32.7 % 180
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 110
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Technology 29.4 % 35 % 33.6 % 4
Country Specialists: Other 28.8 % 6.9 % 40.1 % 4
Sector Specialist: Forestry & Timber 23.6 % 82.6 % -31.2 % 2
North American Smaller Companies 16.6 % 75.3 % 72.2 % 3
Sector Specialist: Utilities 16.5 % 15.2 % 15.2 % 3
Data provided by Morningstar.