Insights

Investment funds and trusts

In an equity income drought, turn to alternative sources to stay afloat

Secure income sources are on shaky ground in the wake of the pandemic. David Prosser explores shifting terrain and suggests investment trust investors tread carefully in the search for yield.

Global Markets

Global small cap investment trusts: which one is best?

Baillie Gifford Edinburgh Worldwide manager Douglas Brodie and Herald's Katie Potts go head to head in a rumble in the tech jungle.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

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

In an equity income drought, turn to alternative sources to stay afloat

Secure income sources are on shaky ground in the wake of the pandemic. David Prosser explores shifting terrain and suggests investment trust investors tread carefully in the search for yield.

Global Markets

Global small cap investment trusts: which one is best?

Baillie Gifford Edinburgh Worldwide manager Douglas Brodie and Herald's Katie Potts go head to head in a rumble in the tech jungle.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
VT Sorbus Vector A -1.4 % 5 % 17.3 % N/A
CFP SDL Free Spirit General (Acc) 0.2 % 5.8 % 34.7 % N/A
Kames UK Opportunities GBP B Acc 3.1 % 5.7 % 7.4 % 16.6 %
Premier UK Growth B Inc 1.8 % 4.5 % 18.4 % 32.7 %
MI Chelverton UK Equity Growth B Inc 0.4 % 4.9 % 27.5 % 96.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 25.9 % 41.6 % 52.2 % 130.8 %
Janus Henderson China Opps I Acc 14.1 % 19.5 % 36.7 % 108.1 %
JPM Asia Growth C Net Acc 11.8 % 18.2 % 42.9 % 128.3 %
Fidelity Asia W Acc 11.6 % 11.7 % 32 % 99.9 %
Fidelity Emerging Asia W Acc 11.1 % 10.9 % 29.5 % 87.7 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 3.1 % 1.2 % 10.3 % 30.3 %
Artemis Alpha Trust Ord 1.1 % -0.6 % 4.1 % 10 %
Baillie Gifford UK Growth 0.9 % -5.3 % 11.9 % 20 %
Schroder UK Mid Cap Ord -3.9 % -11.1 % -2.1 % 3.4 %
Henderson Opportunities Ord 4.8 % -11.3 % -2.8 % -8.1 %
Data provided by Morningstar.

View of the day

United Kingdom

Why investing for income in the UK is far from dead

UK dividend-payers have been given a chance to reset themselves and enter an era of more sustainable dividends, explains Carl Stick.

Europe excluding UK

Which region is ready for the ‘decade of sustainability’?

Hendersons Jamie Ross explains why Europe could lead the shift towards global sustainability.

Global Markets

What’s the outlook for the second half of 2020?

There are few certainties when it comes to investing, but Pictets Luca Paolini highlights several things that investors can be sure of this year.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 28.3 % 73.3 % 158.8 % 16
China/Greater China 26.1 % 43.8 % 95.7 % 26
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 11.4 % 20.2 % 37.4 % 38
Asia Pacific Including Japan 10.1 % 24.2 % 75.5 % 11
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Media, Leisure & Events 62 % -25.3 % -55.8 % 2
Sector Specialist: Environmental 52.1 % 82.2 % 155.8 % 3
Sector Specialist: Biotechnology & Healthcare 43.7 % 99.7 % 130.1 % 9
Asia Pacific 43.6 % 63.3 % 140.5 % 9
Sector Specialist: Insurance & Reinsurance Strategies 40.3 % 36.9 % 36.9 % 4
Data provided by Morningstar.