Beyond the sea

Investment trust investors, it’s time to review your emerging market exposure.

Insights

Global Markets

10 outrageous investment predictions for 2020

Hungary copies the UK in leaving the EU, while investors find oil more profitable than clean energy.

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment trusts – November 2019

Scottish Mortgage has once again topped the list of the most-bought investment trusts.

Personal Finance

Boring money books? No way. Nine of the best finance titles for Christmas

Theres a title for everyone in our list of books, handpicked by staff at Money Observer, interactive investor and Moneywise, for a financially healthy,

Your Fund Choices 2019: now available as a digital download

Details of 267 funds, trusts and ETFs Top tips for your Isa or pension
How to build an income portfolio Strategies for short- and long-term investors

To buy a digital copy, click here

Insights

Global Markets

10 outrageous investment predictions for 2020

Hungary copies the UK in leaving the EU, while investors find oil more profitable than clean energy.

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment trusts – November 2019

Scottish Mortgage has once again topped the list of the most-bought investment trusts.

Personal Finance

Boring money books? No way. Nine of the best finance titles for Christmas

Theres a title for everyone in our list of books, handpicked by staff at Money Observer, interactive investor and Moneywise, for a financially healthy,

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
ASI UK Mid-Cap Equity I Acc 4.5 % 30.7 % 43.6 % 67.1 %
Franklin UK Mid Cap W Inc 2.1 % 30.3 % 48.2 % 69.5 %
Montanaro UK Income GBP 3.6 % 29 % 39 % N/A
MI Chelverton UK Equity Growth B Inc 4.2 % 28.1 % 63.6 % 143.3 %
Liontrust UK Ethical 2 Net Acc 2 % 27.5 % 48.3 % 68 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -4.1 % 15.1 % 53.7 % 96.8 %
Fidelity Emerging Asia W Acc -3.1 % 14.3 % 36.2 % 76.1 %
Fidelity Asia W Acc -4.2 % 14 % 38.5 % 83.4 %
Fidelity China Special Ord -4 % 12 % 25.3 % 74.9 %
Schroder Asian Total Return Inv. Company -3.7 % 11.8 % 51.6 % 101.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 7 % 47.5 % 61.8 % 97.5 %
Schroder UK Mid Cap Ord 5.7 % 33.1 % 51.1 % 53.8 %
JPMorgan Mid Cap Ord 8.3 % 31.4 % 42.8 % 83.2 %
Artemis Alpha Trust Ord 7.5 % 19.7 % 42.6 % 17.5 %
Baillie Gifford UK Growth 2.5 % 18.7 % 24.3 % 38.9 %
Data provided by Morningstar.

View of the day

United Kingdom

Christmas films to suit election outcomes and share tips for investors

One of four well-known movies could be a perfect fit for Thursdays election result, but whatever the outcome, Jefferies has stock suggestions for any scenario.

Global Markets

What is happening to global equities and what's the likely impact of a Tory victory?

In his market snapshot, Rupert Thompson assesses likely outcomes if the Conservatives win a majority in the UK general election on Thursday.

Sustainable

Five myths about companies and sustainability

Will Pomroy dispels five misconceptions surrounding company engagement and the UN’s Sustainable Development Goals.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.4 % 60 % 116.6 % 17
UK Smaller Companies 15.4 % 34.7 % 65.2 % 80
North American Smaller Companies 14.9 % 26.6 % 82.4 % 21
UK All Companies 14.6 % 19.9 % 37.7 % 333
Europe Including UK 14.3 % 25.8 % 49.1 % 17
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 257.7 % 257.7 % 257.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.6 % 60.6 % 60.6 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Sector Specialist: Biotechnology & Healthcare 42.6 % 72.1 % 104.6 % 9
Data provided by Morningstar.