Insights

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment funds – November 2019

Theres movement among the top order, a leapfrogging fund, and a new entry in our most-bought funds list.

Investment funds and trusts

The best ETFs for Brexit bedlam

Large-cap focused ETFs look well-placed to weather sterling volatility.

Personal Finance

Boring money books? No way. Nine of the best finance titles for Christmas

Theres a title for everyone in our list of books, handpicked by staff at Money Observer, interactive investor and Moneywise, for a financially healthy,

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

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment funds – November 2019

Theres movement among the top order, a leapfrogging fund, and a new entry in our most-bought funds list.

Investment funds and trusts

The best ETFs for Brexit bedlam

Large-cap focused ETFs look well-placed to weather sterling volatility.

Personal Finance

Boring money books? No way. Nine of the best finance titles for Christmas

Theres a title for everyone in our list of books, handpicked by staff at Money Observer, interactive investor and Moneywise, for a financially healthy,

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
ASI UK Mid-Cap Equity I Acc 4.8 % 30.1 % 44.1 % 67.9 %
Franklin UK Mid Cap W Inc 2.6 % 29.9 % 49 % 70.8 %
Montanaro UK Income GBP 3.8 % 27.1 % 39.4 % N/A
MI Chelverton UK Equity Growth B Inc 4.5 % 27.6 % 64 % 143.6 %
Liontrust UK Ethical 2 Net Acc 2.3 % 26.7 % 48.6 % 67.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -3.7 % 14.5 % 54.4 % 98.1 %
Fidelity Emerging Asia W Acc -2.7 % 13.8 % 36.7 % 76 %
Fidelity Asia W Acc -3.8 % 13.6 % 39.1 % 83.3 %
Smith & Williamson Far Eastern Inc&Gr B -1 % 10.9 % 30.6 % 79.1 %
Fidelity China Special Ord -4 % 10.9 % 25.3 % 76 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 8.9 % 47.2 % 64.7 % 100.9 %
Schroder UK Mid Cap Ord 6.8 % 31.8 % 52.7 % 54.5 %
JPMorgan Mid Cap Ord 8.7 % 30.5 % 43.3 % 84.4 %
Artemis Alpha Trust Ord 9.9 % 22.2 % 45.8 % 18.6 %
Aurora Ord 4.8 % 18 % 33.1 % 56.2 %
Data provided by Morningstar.

View of the day

Sustainable

Five myths about companies and sustainability

Will Pomroy dispels five misconceptions surrounding company engagement and the UN’s Sustainable Development Goals.

Global Markets

VCTs are 25: have they proved their worth to investors?

Venture Capital Trusts are celebrating a milestone anniversary. Alex Davies considers their performance and why they are a good choice for some investors.

United Kingdom

Is the UK doomed without tech giants?

Lowland’s James Henderson identifies companies at the cutting-edge of tech in the UK and explains how to spot a company utilising tech well.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.1 % 60.9 % 117 % 17
North American Smaller Companies 15 % 27.3 % 83.4 % 21
UK All Companies 14.7 % 20.6 % 37.9 % 333
Europe Including UK 14.6 % 26.4 % 49 % 17
UK Smaller Companies 14.6 % 35 % 65.7 % 79
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 257.7 % 257.7 % 257.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.6 % 60.6 % 60.6 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Sector Specialist: Biotechnology & Healthcare 40 % 71.6 % 105.3 % 9
Data provided by Morningstar.