Insights

Personal Finance

Which is the best Isa for my age group?

We run through the Isa options most likely to suit the requirements of different age groups.

Global Markets

The funds our five experts are buying, holding and selling this Isa season

Our multi-managers see value in emerging markets and the UK, but shun the eurozone.

Equities

Spotlight on Woodford Equity Income: is it still an income fund?

Woodford Equity Income now owns 9% of Woodford Patient Capital, but its large weighting to unquoted stocks raises question marks over whether it can still be labelled as an income fund, writes Andrew Pitts.

Equities

Dogs of the Footsie: will 2019 pack be a pedigree year? 10 shares yielding 6% plus

We reveal the 2019 line-up in our Dogs of the Footsie investment strategy.

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

Personal Finance

Which is the best Isa for my age group?

We run through the Isa options most likely to suit the requirements of different age groups.

Global Markets

The funds our five experts are buying, holding and selling this Isa season

Our multi-managers see value in emerging markets and the UK, but shun the eurozone.

Equities

Spotlight on Woodford Equity Income: is it still an income fund?

Woodford Equity Income now owns 9% of Woodford Patient Capital, but its large weighting to unquoted stocks raises question marks over whether it can still be labelled as an income fund, writes Andrew Pitts.

Equities

Dogs of the Footsie: will 2019 pack be a pedigree year? 10 shares yielding 6% plus

We reveal the 2019 line-up in our Dogs of the Footsie investment strategy.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
TB Evenlode Income B Inc 2.1 % 14.3 % 43 % 71.6 %
LF Lindsell Train UK Equity Inc 1.2 % 10.8 % 40.8 % 71.9 %
Liontrust Special Situations I Inc 2.1 % 10.5 % 45.9 % 66.5 %
Fidelity UK Select W Acc 1.7 % 10.4 % 29.1 % 48 %
Royal London Sustainable Leaders C Inc 2.3 % 10.2 % 39.7 % 54.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Stewart Investors AsiaPac Sust B Acc GBP 2.3 % 13.9 % 51.2 % 98.8 %
Stewart Inv Indian Sbctnt Sustnby B GBP 5.2 % 9 % 52.7 % 132.8 %
Aberdeen New India Ord 6.4 % 8 % 51.1 % 117.5 %
Schroder Oriental Income Ord -0.4 % 4.1 % 53 % 86.4 %
Invesco Asia Ord 1.8 % 4 % 64.4 % 103.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth 0.8 % 9.5 % 30.8 % 15.2 %
Schroder UK Mid Cap Ord 5.6 % 8 % 36.1 % 21.9 %
Crystal Amber Ord N/A 7.6 % 46.5 % 50.1 %
Aurora Ord 2.4 % 4.8 % 30.1 % 38.7 %
Sanditon Investment Trust 0.6 % 4.8 % -15.4 % N/A
Data provided by Morningstar.

View of the day

United Kingdom

Who’s not using an ISA but almost certainly should be?

Here are five groups of people who should definitely use an IS

United Kingdom

Fee scrutiny key as market cycle turns

If the market cycle comes off its long-term high, advisers will have an increasingly important role to play in unpicking opaque fee structures, writes Dan Brocklebank.

United Kingdom

As tax year end looms, should you prioritise pensions or Isas?

Jason Hollands debates the merits of each in the countdown to the 5 April deadline.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 84
Technology and Telecommunications 13 % 85.5 % 112.3 % 19
North America 11.5 % 56 % 89.6 % 127
North American Smaller Companies 9.5 % 61.4 % 73.6 % 19
UK Index Linked Gilts 8.9 % 27.8 % 55.8 % 16
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Country Specialists: Other 39.8 % 29.7 % 38 % 3
Sector Specialist: Utilities 32.8 % 28.2 % 28.2 % 3
Sector Specialist: Forestry & Timber 26.9 % 98.4 % -55 % 1
Sector Specialist: Tech Media & Telecomm 17.4 % 147.5 % 120.5 % 4
Sector Specialist: Biotechnology & Healthcare 13.3 % 59.7 % 93.3 % 8
Data provided by Morningstar.