Insights

Investment funds and trusts

Funds Fan: returns of 20% plus, sustainable funds and an interview with an award-winning investor

The team discuss the funds delivering strong returns over a short time frame, interview Royal Londons Mike Fox, and more.

Global Markets

ETF portfolio: coronavirus weighs on returns of ‘cheap’ stock markets

Its been rough going, as tourism and oil-dependent economies suffer, while export-focused Korea and China await the global recovery.

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.

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.

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

Funds Fan: returns of 20% plus, sustainable funds and an interview with an award-winning investor

The team discuss the funds delivering strong returns over a short time frame, interview Royal Londons Mike Fox, and more.

Global Markets

ETF portfolio: coronavirus weighs on returns of ‘cheap’ stock markets

Its been rough going, as tourism and oil-dependent economies suffer, while export-focused Korea and China await the global recovery.

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.

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.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A 1.8 % 6.3 % 18.7 % N/A
Premier UK Growth B Inc 1.9 % 7.4 % 21.6 % 37.7 %
Premier Ethical B Inc -1.1 % 6.5 % 10.6 % 28 %
Royal London Sustainable Leaders C Acc 1.3 % 5.6 % 30.5 % 61.8 %
Slater Recovery P Acc 1.3 % 4.7 % 23.9 % 57.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 17.3 % 27.4 % 44 % 101 %
JPM Asia Growth C Net Acc 8.6 % 13.7 % 43.3 % 116 %
Janus Henderson China Opps I Acc 10.1 % 12.3 % 35.7 % 95.6 %
Fidelity Asia W Acc 8.2 % 7.8 % 31.4 % 89.5 %
Fidelity Emerging Asia W Acc 8.1 % 7.5 % 28.5 % 80.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord 5.2 % 2.1 % 5.4 % 11.5 %
Baillie Gifford UK Growth 0.6 % -3.3 % 13.8 % 26.2 %
Mercantile Ord -3 % -3.5 % 10.8 % 29.6 %
Schroder UK Mid Cap Ord -5.3 % -13.4 % -1.8 % 4.4 %
Invesco Perp Select UK Equity Ord 2.5 % -13.9 % -13.9 % 4.2 %
Data provided by Morningstar.

View of the day

United Kingdom

What’s the future for retail?

For investors, the retail sector still presents opportunities, explains Andy Warwick.

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.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 29.4 % 75.6 % 158.3 % 16
China/Greater China 15.8 % 38.1 % 74.5 % 25
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 10.4 % 19.4 % 37 % 38
UK Index Linked Gilts 9.5 % 23.4 % 54.1 % 16
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Media, Leisure & Events 53.5 % -26.6 % -56.6 % 2
Sector Specialist: Insurance & Reinsurance Strategies 52.4 % 36.4 % 36.4 % 4
Sector Specialist: Environmental 51.2 % 83.4 % 153.4 % 3
Sector Specialist: Biotechnology & Healthcare 43.4 % 100.8 % 137.8 % 9
Asia Pacific 36 % 59.9 % 126.6 % 9
Data provided by Morningstar.