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City of London IT moves to reassure its dividend will increase for 54th consecutive year

Best and worst FTSE 100 shares in the first quarter of 2020

Top 10 most popular investment trusts - March 2020

Terry Smith: my scepticism of value stocks was proven correct in market sell-off

10% portfolio decline rule dropped for six months to ‘ease burden’ on financial advisers

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Insights

Investment funds and trusts

Top 10 most popular investment funds: March 2020

Four new entries in our top 10 list and a definite shift from active to passive investing.

Investment funds and trusts

Did defensive funds protect investors during the market sell-off?

From investment trusts and gold, to absolute return funds and ‘volatility managed’ funds, Kyle Caldwell examines the performance of defensives during a turbulent tim

Retirement Planning

Six ways to turbocharge a small pension

It’s all too easy to reach your fifties and find your pension falls short of expectations. Here are six ideas to give it a late boost.

Personal Finance

Money Observer podcast: tips for investors amid coronavirus outbreak, and investing for the 2020s

In this episode, the team examine potential investor moves amid this black swan event, investing for the decade ahead, and more.

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

Top 10 most popular investment funds: March 2020

Four new entries in our top 10 list and a definite shift from active to passive investing.

Investment funds and trusts

Did defensive funds protect investors during the market sell-off?

From investment trusts and gold, to absolute return funds and ‘volatility managed’ funds, Kyle Caldwell examines the performance of defensives during a turbulent tim

Retirement Planning

Six ways to turbocharge a small pension

It’s all too easy to reach your fifties and find your pension falls short of expectations. Here are six ideas to give it a late boost.

Personal Finance

Money Observer podcast: tips for investors amid coronavirus outbreak, and investing for the 2020s

In this episode, the team examine potential investor moves amid this black swan event, investing for the decade ahead, and more.

Top Performing Funds

Name 1m 1yr 3yr 5yr
Smith & Williamson UK Equity Gr B GBPAcc -26.8 % N/A N/A N/A
Janus Henderson Instl UK Idx Opps A Inc -21.1 % N/A N/A N/A
Ardevora UK Equity C GBP Acc -11.3 % -1 % 10.7 % 33.7 %
Slater Recovery P Acc -18.1 % -3.6 % 11.4 % 49.4 %
CFP SDL Free Spirit General (Inc) -16.7 % -4.5 % 18.1 % N/A
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
JPM Asia Growth C Net Acc -10.7 % -4 % 25.4 % 63.4 %
Janus Henderson China Opps I Acc -6.8 % -4.3 % 20.7 % 52.8 %
Fidelity Asia W Acc -11.8 % -7.3 % 13.9 % 45.6 %
Fidelity China Special Ord -7.9 % -8.9 % 13.9 % 54.7 %
Fidelity Emerging Asia W Acc -13.2 % -9.9 % 9.1 % 36.2 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Artemis Alpha Trust Ord -20.4 % -15.2 % -8.6 % -0.4 %
Mercantile Ord -33.8 % -19.3 % -4.1 % 18.3 %
Baillie Gifford UK Growth -27.3 % -24.8 % -14.5 % -3 %
JPMorgan Mid Cap Ord -37.1 % -26 % -13 % 9 %
Schroder UK Mid Cap Ord -32.9 % -28.1 % -10.2 % -0.6 %
View all funds
Data provided by Morningstar.

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Managing your personal finances in the face of redundancy or furlough

The reason why ESG funds outperformed during the market sell-off

Three rules for building a pension that you can retire on

Top tips to minimise your tax bill for this tax year and the next

Which is better, a pension or an Isa? The debate settled once and for all

Apple crumble: what’s next for the tech titans?

How to invest a pension for a regular income: three common retirement scenarios

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Personal Finance

Five things high earners wish they had known at the start of the tax year

John Clamp examines what high earners need to be aware of as the tax-year end looms.

Global Emerging Markets

The keys to portfolio management in a crisis

Samy Muaddi discusses survival and revival in the context of emerging markets.

Equities

Coronavirus: how should investors handle the biggest macroeconomic shock of all?

History tells equity investors to persevere in deeply unsettling times, writes Tony Yarrow.

Top Performing Sectors

Name 1yr 3yr 5yr Funds
Unclassified Sector 14 % 26.1 % 42.6 % 63
UK Gilts 11.7 % 15.4 % 26.7 % 38
Specialist 7.4 % 7.8 % 32.7 % 189
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 108
Property 5.8 % 22.5 % 42.3 % 52
View all sectors
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
VCT Specialist: Environmental 62.3 % 62.3 % 62.3 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Insurance & Reinsurance Strategies 35.6 % 35.6 % 35.6 % 6
Sector Specialist: Biotechnology & Healthcare 31.8 % 51.7 % 77.5 % 9
View all sectors
Data provided by Morningstar.

Money Observer TV

Isa vs Sipp: which is best?

Three Isa tactics for investors

Portfolio ideas

Share Sleuth: Why I trimmed one share and was bowled over by another

ETF portfolio: global markets feel coronavirus fear

Purposeful Portfolio: Regular Income: coronavirus contagion will put dividends under pressure

Model Portfolios annual review: can rocketing returns go higher in 2020?

How to invest

Investment funds for a £10,000 income: three simple Rated Fund portfolios

10 shares to deliver a £10,000 annual income in 2020

11 investment trusts for a £10,000 annual income

UK share tips: six ‘value’ stocks for 2020