Insights

Personal Finance

Summer Statement: five tax-grab options for chancellor’s Autumn Budget

Chancellor Rishi Sunak announced a raft of welcome measures, but made it clear that the Autumn Budget will focus on steps to rebuild the economy. What might a rebuilding tax grab involve?

Passive

Which thematic ETFs have prospered during the Covid crisis?

Themes such as cloud computing and gaming have been winners.

Global Markets

Investing post-Covid: strategies for a new world order

Key investment considerations are emerging, such as a reassessment of passives, and the strains of income loss.

Investment funds and trusts

Reliable income via social infrastructure trusts appeals in uncertain markets

These investment trusts’ dividends are mostly well supported by revenue streams.

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

Personal Finance

Summer Statement: five tax-grab options for chancellor’s Autumn Budget

Chancellor Rishi Sunak announced a raft of welcome measures, but made it clear that the Autumn Budget will focus on steps to rebuild the economy. What might a rebuilding tax grab involve?

Passive

Which thematic ETFs have prospered during the Covid crisis?

Themes such as cloud computing and gaming have been winners.

Global Markets

Investing post-Covid: strategies for a new world order

Key investment considerations are emerging, such as a reassessment of passives, and the strains of income loss.

Investment funds and trusts

Reliable income via social infrastructure trusts appeals in uncertain markets

These investment trusts’ dividends are mostly well supported by revenue streams.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A -0.8 % 6.5 % 18.6 % N/A
Premier UK Growth B Inc 0.9 % 6.5 % 20 % 35.9 %
CFP SDL Free Spirit General (Inc) -1.4 % 6 % 34.2 % N/A
Kames UK Opportunities GBP B Acc 0.6 % 6 % 8.2 % 18.5 %
MI Chelverton UK Equity Growth B Inc -1.7 % 5.6 % 28.6 % 99.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 26.1 % 44.5 % 58.5 % 137.1 %
Janus Henderson China Opps I Acc 13.5 % 19.1 % 41.5 % 107.3 %
JPM Asia Growth C Net Acc 10.9 % 18.5 % 47.2 % 129.4 %
Fidelity Asia W Acc 10.1 % 12.3 % 35.7 % 100.4 %
Fidelity Emerging Asia W Acc 9.2 % 10.9 % 31.8 % 87.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 1 % 2.9 % 12 % 33.8 %
Artemis Alpha Trust Ord -2 % -2.4 % 4.6 % 10.8 %
Baillie Gifford UK Growth 0.5 % -4.1 % 12.7 % 22.8 %
Schroder UK Mid Cap Ord -8.5 % -11.8 % -3.9 % 2.5 %
Henderson Opportunities Ord 0.6 % -12.2 % -3 % -7.5 %
Data provided by Morningstar.

View of the day

Retirement Planning

Five things to ask yourself before delaying retirement

L&Gs Emma Byron urges soon-to-be retirees to ensure they have a strong understanding of all the options available before delaying retirement as a result of the coronavirus pandemic.

Estate Planning

Mother’s delusions about ‘shopaholic’ daughter invalidated will

Hannah Mantle and Roberta Harvey of Forsters LLP highlight a recent case in a discussion about mental health concerns and inheritance disputes.

Equities

Should investors continue to hold the famous five FAANGs?

Shares in the five tech giants are trading at record highs, but how much higher can they go?

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 30.8 % 78.6 % 167.2 % 16
China/Greater China 26.6 % 48.1 % 97.6 % 26
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 10.9 % 20.6 % 36.4 % 38
Asia Pacific Including Japan 10 % 25.5 % 77.1 % 11
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Media, Leisure & Events 59.4 % -25.3 % -55.8 % 2
Sector Specialist: Environmental 56.2 % 88.1 % 161.9 % 3
Sector Specialist: Biotechnology & Healthcare 45.1 % 102.5 % 136.1 % 9
Asia Pacific 43.3 % 66.1 % 137.3 % 9
Sector Specialist: Insurance & Reinsurance Strategies 40.8 % 35.5 % 35.5 % 4
Data provided by Morningstar.