Insights

Equities

Buy, Hold, Sell: UK mid-caps deliver

Guy Anderson, manager of Mercantile Investment Trust, on the stocks he has been buying and selling recently.

Active

When a fund manager moves on, should you hold or fold?

Responding to the departure of a manager of a fund that you invest in requires some agile thinking.

Global Markets

Why small is beautiful for investors

When it comes to investing in funds, size matters; we explain why. 

Investment funds and trusts

Money Observer’s Fund Awards 2019 shortlist

We reveal the funds that have made it on to our annual awards shortlist, and introduce a new award.

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

Equities

Buy, Hold, Sell: UK mid-caps deliver

Guy Anderson, manager of Mercantile Investment Trust, on the stocks he has been buying and selling recently.

Active

When a fund manager moves on, should you hold or fold?

Responding to the departure of a manager of a fund that you invest in requires some agile thinking.

Global Markets

Why small is beautiful for investors

When it comes to investing in funds, size matters; we explain why. 

Investment funds and trusts

Money Observer’s Fund Awards 2019 shortlist

We reveal the funds that have made it on to our annual awards shortlist, and introduce a new award.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 3.8 % 14.1 % 57.6 % 79.5 %
LF Lindsell Train UK Equity Inc 0.5 % 12.4 % 63.3 % 87.7 %
Aberdeen UK Mid-Cap Equity I Acc 1.9 % 9.3 % 55.8 % 56.7 %
Royal London Sustainable Leaders C Inc 3.4 % 9 % 53.8 % 67.8 %
Castlefield CFP SDL UK Bufftlgy Inst Inc -0.4 % 9 % 73.3 % 109.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 4.8 % 9.5 % 51.1 % 91.6 %
Aberdeen New India Ord 6.2 % 9.1 % 47.5 % 100.6 %
Schroder Oriental Income Ord 3 % 5.7 % 55.2 % 69.1 %
Aberdeen Standard Asia Focus Ord 4.6 % 4.1 % 43.5 % 29.4 %
JPM Asia Growth C Net Acc 2.7 % 2.1 % 81.7 % 104.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth -1.6 % -0.2 % 43.3 % 25.8 %
Sanditon Investment Trust -0.6 % -1.3 % -22.8 % N/A
Fidelity Special Values Ord N/A -3.6 % 50.8 % 57.5 %
Invesco Perp Select UK Equity Ord N/A -3.6 % 22.8 % 35.4 %
Schroder UK Mid Cap Ord -1.5 % -3.9 % 37.3 % 30.8 %
Data provided by Morningstar.

View of the day

North America

Will the trade war knock the US economy off course?

Richard Flynn, managing director of Charles Schwab, examines the impact the trade war is having on the US economy.

Retirement Planning

How you can use your home to boost retirement income

Don’t want to downsize? There are many other ways to boost your retirement savings, from holding yoga classes at your home to renting out your driveway.

Equities

Vodafone dividend cut highlights need for new approach to income investing

The telecoms companys dividend cut ended a two-decade run of rising payouts.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 79
UK Index Linked Gilts 10.4 % 26.9 % 56.9 % 17
Global Emerging Markets Bond 10.4 % 22.9 % 29 % 40
North America 9.9 % 63.4 % 103 % 131
Specialist 7.4 % 7.8 % 32.7 % 187
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 52.3 % 52.3 % 52.3 % 10
Country Specialists: Europe 35.3 % 110.8 % 73.6 % 1
Latin America 32 % 68.1 % -3.4 % 2
Country Specialists: Latin America 27.6 % 54.3 % 3.8 % 1
European Emerging Markets 26.7 % 91.9 % 57.4 % 1
Data provided by Morningstar.