Insights

United Kingdom

Money Observer podcast: Election 2019, gold, and 10 funds for children

The Money Observer team discuss the star asset class for 2019, a surprising omission from experts' fund tips for children, and what the UK election might mean for investment prospects.

Investment funds and trusts

Warning signs that it is time to sell a fund

What red flags should investors be alert to? Kyle Caldwell considers underperformance in light of the Neil Woodford saga.

Global Emerging Markets

Why active funds are the way to play a return to form for emerging markets

Emerging market assets look even cheaper after a period of lacklustre returns.

Investment funds and trusts

Proof that investment trusts turbocharge investor returns

Mirror funds: we examine research pitting the performance of funds against those investment trusts managed by the same fund manager or management team.

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

United Kingdom

Money Observer podcast: Election 2019, gold, and 10 funds for children

The Money Observer team discuss the star asset class for 2019, a surprising omission from experts' fund tips for children, and what the UK election might mean for investment prospects.

Investment funds and trusts

Warning signs that it is time to sell a fund

What red flags should investors be alert to? Kyle Caldwell considers underperformance in light of the Neil Woodford saga.

Global Emerging Markets

Why active funds are the way to play a return to form for emerging markets

Emerging market assets look even cheaper after a period of lacklustre returns.

Investment funds and trusts

Proof that investment trusts turbocharge investor returns

Mirror funds: we examine research pitting the performance of funds against those investment trusts managed by the same fund manager or management team.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
ASI UK Mid-Cap Equity I Acc 5.3 % 22.1 % 41.9 % 66.8 %
Royal London Sustainable Leaders C Acc 1.5 % 21.6 % 45.8 % 67.2 %
Franklin UK Mid Cap W Inc 2 % 21.4 % 45.7 % 69.9 %
Slater Growth P Acc 3.7 % 21.1 % 46.9 % 69 %
ASI UK Responsible Equity I Acc 4.4 % 20.2 % 40.3 % 57.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 3.2 % 19.9 % 58.7 % 101.7 %
Fidelity Asia W Acc 3.2 % 18.8 % 43 % 88.8 %
Fidelity Emerging Asia W Acc 2.8 % 18.7 % 40.3 % 80 %
Janus Henderson China Opps I Acc 2.2 % 15.6 % 35.8 % 88.6 %
Fidelity China Special Ord 4.3 % 14.9 % 27.7 % 85.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 2 % 31 % 52.7 % 89.7 %
Schroder UK Mid Cap Ord 0.4 % 21.9 % 45.3 % 45.9 %
JPMorgan Mid Cap Ord 0.2 % 14.4 % 36.5 % 71.2 %
Fidelity Special Values Ord -0.6 % 12.1 % 29.7 % 73.5 %
Invesco Perp Select UK Equity Ord 3.5 % 10.8 % 18.7 % 36.7 %
Data provided by Morningstar.

View of the day

Japan

Seven years of Abenomics: where next?

Shinzō Abe became Japans longest-serving prime minster this week prompting a reflection on his three arrows

Equities

Why the ‘natural income approach’ pays dividends

James Mee examines options available to income-oriented investors in the current environment.

Global Markets

How far will the monetary boost go?

Charles Stanley strategist John Redwood examines interest rate cuts worldwide and moves to keep markets liquid.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 26.7 % 60.9 % 121.4 % 17
China/Greater China 16.6 % 35.8 % 74.5 % 25
North America 16.5 % 38.5 % 87.1 % 135
North American Smaller Companies 15.7 % 31.9 % 84.8 % 21
Global 14.5 % 32.7 % 64.2 % 298
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.7 % 60.7 % 60.7 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 45.2 % 76.6 % 143 % 1
Data provided by Morningstar.