Insights

Woodford Patient Capital: bargain or falling knife?

We examine the prospects for Neil Woodford’s badly leaking investment venture as investors get the jitters.

Global Markets

How to find ‘cockroach’ shares to protect against stockmarket turbulence

According to one global fund manager there are plenty of signs of ill health in global markets, strengthening the case for so-called cockroach shares.

Asia Pacific

Investment trusts with plenty of potential for adventurous investors

Although trusts focused on the Asia Pacific region are likely to be hit by slowing growth, there are still opportunities up for grabs.

United Kingdom

Three bargains in the UK investment trust discount aisle

Bargain Hunter: On the whole investors continue to ignore their home market, but for those looking to increase exposure there are plenty of discount opportunities.  

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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

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Insights

Woodford Patient Capital: bargain or falling knife?

We examine the prospects for Neil Woodford’s badly leaking investment venture as investors get the jitters.

Global Markets

How to find ‘cockroach’ shares to protect against stockmarket turbulence

According to one global fund manager there are plenty of signs of ill health in global markets, strengthening the case for so-called cockroach shares.

Asia Pacific

Investment trusts with plenty of potential for adventurous investors

Although trusts focused on the Asia Pacific region are likely to be hit by slowing growth, there are still opportunities up for grabs.

United Kingdom

Three bargains in the UK investment trust discount aisle

Bargain Hunter: On the whole investors continue to ignore their home market, but for those looking to increase exposure there are plenty of discount opportunities.  

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Acc 4.3 % 14.3 % 52.2 % 100.9 %
TB Evenlode Income B Inc 1.5 % 14 % 42.2 % 83.8 %
Royal London Sustainable Leaders C Acc 1.9 % 10.4 % 41.8 % 70.1 %
Liontrust UK Ethical 2 Net Acc 2.6 % 8.2 % 48.1 % 71.4 %
Investec UK Equity Income I Inc 2 2.4 % 7 % 27.7 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc 4 % 11.9 % 65.4 % 109.9 %
Aberdeen New India Ord 2.4 % 10.4 % 36.7 % 94.7 %
Schroder Oriental Income Ord 5.1 % 10.4 % 38 % 71.3 %
Aberdeen Standard Asia Focus Ord 0.4 % 10.4 % 29.3 % 33 %
Stewart Investors AsiaPac Sust B Acc GBP 1.4 % 9 % 35.1 % 86.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Sanditon Investment Trust -1.2 % -1.9 % -22.5 % -21.5 %
Invesco Perp Select UK Equity Ord 2.3 % -2 % 17 % 36.8 %
Fidelity Special Values Ord 0.6 % -2.1 % 49.4 % 69.6 %
Baillie Gifford UK Growth 0.8 % -2.2 % 30.8 % 30.1 %
Schroder UK Mid Cap Ord -0 % -3.6 % 32.2 % 30 %
Data provided by Morningstar.

View of the day

North America

Did the Apollo 11 moon landing lead to a financial bubble?

While financial bubbles can wreak havoc, the absence of bubble psychology would lead to stagnation.

Global Markets

Is diversification dead?

An extended period of elevated cross-asset correlations has caught many by surprise. Diversification’s potency has been much re

Investment funds and trusts

Private equity investing: three myths debunked

Andrew Lebus seeks to dispel myths and explain how investors can access private equity through an investment trust.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 80
Technology and Telecommunications 12.5 % 73.5 % 137.6 % 19
Global Emerging Markets Bond 12 % 15.7 % 31.7 % 40
North America 11.9 % 49.7 % 108.2 % 131
UK Index Linked Gilts 9.5 % 21.4 % 56.5 % 17
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Insurance & Reinsurance Strategies 56.5 % -84.8 % -72.4 % 6
Property Direct - Europe 51.5 % 51.5 % 51.5 % 10
Country Specialists: Europe 40.5 % 101.2 % 97.7 % 1
Country Specialists: Latin America 33.2 % 24.2 % 9.5 % 1
Latin America 28.9 % 47.2 % 2.3 % 2
Data provided by Morningstar.