Insights

Investment funds and trusts

Under the bonnet: two dangers to watch with private equity trusts

The lurking danger of a blow-up in leveraged loans means the good times experienced by investors in private equity trusts may come to an abrupt end.

United Kingdom

Have mid-cap firms had their moment?

Medium-sized UK companies led the pack until Brexit angst changed all that. Does a recent bounce herald a return to form?

Investment funds and trusts

If value makes a comeback, these are the investment trusts to buy

The catalyst that will transform the fortunes of value-oriented trusts is difficult to pinpoint, but several appear well-positioned to come good for long-suffering investors.

United Kingdom

What could a Jeremy Corbyn government mean for your finances?

Brexit has distracted investors from the prospect of a Corbyn administration coming to power. Tom Bailey explores what such an eventuality might mean for markets.

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

Investment funds and trusts

Under the bonnet: two dangers to watch with private equity trusts

The lurking danger of a blow-up in leveraged loans means the good times experienced by investors in private equity trusts may come to an abrupt end.

United Kingdom

Have mid-cap firms had their moment?

Medium-sized UK companies led the pack until Brexit angst changed all that. Does a recent bounce herald a return to form?

Investment funds and trusts

If value makes a comeback, these are the investment trusts to buy

The catalyst that will transform the fortunes of value-oriented trusts is difficult to pinpoint, but several appear well-positioned to come good for long-suffering investors.

United Kingdom

What could a Jeremy Corbyn government mean for your finances?

Brexit has distracted investors from the prospect of a Corbyn administration coming to power. Tom Bailey explores what such an eventuality might mean for markets.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc 3.1 % 12.5 % 68 % 116.6 %
LF Lindsell Train UK Equity Inc 2.6 % 11.5 % 57.5 % 86.4 %
TB Evenlode Income B Inc 2.1 % 10.6 % 50.4 % 73.3 %
Aberdeen UK Mid-Cap Equity I Acc 1.5 % 8.1 % 47.8 % 55.3 %
Investec UK Equity Income I Inc 2 1.7 % 6.4 % 35.2 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 2.7 % 12.7 % 62.3 % 103.3 %
Stewart Investors AsiaPac Sust B Acc GBP -0.3 % 8.2 % 55.1 % 87.3 %
Stewart Inv Indian Sbctnt Sustnby B GBP 0.7 % 2.8 % 52.3 % 103 %
Aberdeen Standard Asia Focus Ord -2.8 % 0.7 % 37.7 % 28.1 %
Schroder Oriental Income Ord -5.4 % 0.4 % 48.1 % 68.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Baillie Gifford UK Growth -0.3 % -0.7 % 38 % 23.9 %
Henderson Opportunities Ord 3 % -3.8 % 31.4 % 20.3 %
Sanditon Investment Trust -1.5 % -4.2 % -23 % N/A
Mercantile Ord -1.5 % -4.4 % 31.6 % 57.6 %
Invesco Perp Select UK Equity Ord -1.1 % -4.4 % 20.1 % 38.6 %
Data provided by Morningstar.

View of the day

Global Emerging Markets

What does a Modi victory mean for investors?

While Narendra Modi has won another term, Rukhshad Shroff and Raj Nair look beyond the general election result.

Sustainable

Is Amazon a green investment?

The leviathan retailer is taking steps towards carbon reduction. Simon Webber considers its ESG credentials.

Personal Finance

Do you prefer man or machine when it comes to your money?

Recent research reveals retirees feelings about robo-advice, and the place of technology in financial services.

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 11.3 % 31 % 53 % 17
North America 9.2 % 62 % 100.6 % 131
Technology and Telecommunications 7.9 % 88.6 % 126.7 % 19
Specialist 7.4 % 7.8 % 32.7 % 187
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Insurance & Reinsurance Strategies 27.6 % -74.4 % -56.2 % 6
Country Specialists: Europe 25.1 % 106.1 % 70.7 % 1
Sector Specialist: Forestry & Timber 21.7 % 90.2 % -59.4 % 1
Sector Specialist: Utilities 20.9 % 33 % 33 % 3
Country Specialists: Latin America 13.6 % 52.8 % 1.4 % 1
Data provided by Morningstar.