Insights

Investment funds and trusts

How did the 2019 fund award winners perform?

Most of the Money Observer 2019 selection performed relatively well in a year blighted by the Covid-19 pandemic.

Sustainable

More funds generating sustainable profits with principles? Yes, please

There is an ongoing debate about ‘values or value’, but investors can have both, explains Andrew Pitts.

Equities

Dividend kings: reliable income shares hit by Covid cuts

Investing in companies that pay reliable dividends tended to deliver solid returns, but the Covid-19 contagion has changed all that. Kyle Caldwell writes.

Retirement Planning

Pension drawdown explained: a guide on your options, Sipps and platform fees

How does ‘flexi-access’ drawdown work? Ceri Jones explains and examines how to use it to meet your pension income needs.

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

Investment funds and trusts

How did the 2019 fund award winners perform?

Most of the Money Observer 2019 selection performed relatively well in a year blighted by the Covid-19 pandemic.

Sustainable

More funds generating sustainable profits with principles? Yes, please

There is an ongoing debate about ‘values or value’, but investors can have both, explains Andrew Pitts.

Equities

Dividend kings: reliable income shares hit by Covid cuts

Investing in companies that pay reliable dividends tended to deliver solid returns, but the Covid-19 contagion has changed all that. Kyle Caldwell writes.

Retirement Planning

Pension drawdown explained: a guide on your options, Sipps and platform fees

How does ‘flexi-access’ drawdown work? Ceri Jones explains and examines how to use it to meet your pension income needs.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A 2.3 % 4.7 % 18.2 % N/A
Royal London Sustainable Leaders C Acc 1.3 % 6.6 % 30.2 % 63 %
Slater Recovery P Acc 2.5 % 4.4 % 23.9 % 59.7 %
CFP SDL Free Spirit General (Inc) -1.7 % 4 % 33.9 % N/A
Premier UK Growth B Inc -4.1 % 3.5 % 16.8 % 32.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 19.1 % 27.7 % 40.2 % 95.4 %
JPM Asia Growth C Net Acc 7.7 % 11.9 % 40 % 108.9 %
Janus Henderson China Opps I Acc 6.9 % 8 % 30.9 % 84.1 %
Fidelity Asia W Acc 6.7 % 4.5 % 27.4 % 83.1 %
Fidelity Emerging Asia W Acc 6.7 % 4.3 % 24.9 % 73.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord 2.6 % -0.3 % 2 % 11.6 %
Baillie Gifford UK Growth 3.7 % -2.5 % 13.5 % 28.6 %
Mercantile Ord -0.1 % -4.8 % 9 % 30.4 %
Aurora Ord 2.8 % -8.9 % -8.9 % 18 %
Schroder UK Mid Cap Ord -4.2 % -13.5 % -2.8 % 5.3 %
Data provided by Morningstar.

View of the day

Personal Finance

Why are investors retreating to cash savings?

Giles Coghlan of HYCM discusses research about which assets UK-based investors are seeking to buy and sell over the coming months.

Investment funds and trusts

Glass half-full: how optimistic investors have the upper hand

The pessimistic investor sees difficulty in every opportunity, while the optimistic investor sees the opportunity in every difficulty, argues Alan Gauld.

Global Markets

Evaluating the economy beyond GDP

Jack Barnett examines the limitations of GDP as an effective measurement of economic welfare.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 29.8 % 72.4 % 156.1 % 16
China/Greater China 18.1 % 36.6 % 72.9 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 12 % 20 % 36 % 38
UK Index Linked Gilts 11.2 % 23.5 % 52.1 % 16
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Asia Pacific 57.5 % 18.3 % 40.6 % 9
Sector Specialist: Insurance & Reinsurance Strategies 54.1 % 37.5 % 37.5 % 4
Sector Specialist: Environmental 51.6 % 83.1 % 153 % 3
VCT Specialist: Media, Leisure & Events 51.2 % -26.6 % -56.2 % 2
Sector Specialist: Biotechnology & Healthcare 45.4 % 98.8 % 139.6 % 9
Data provided by Morningstar.