Insights

Equities

Top up your portfolio with alcoholic drinks stocks

Such stocks can add sparkle to your investment portfolio but beware a hangover, warns Jeff Salway.

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Europe excluding UK

European funds have struggled this year: will they bounce back in 2019?

The outlook for Europe is clouding as growth in the region slows and political strife proliferates. Cherry Reynard explores the prospects for funds focused on the region.

Global Markets

What does December 2018 hold for investors?

We share key dates for your diary and review significant stock market anniversaries.

Insights

Equities

Top up your portfolio with alcoholic drinks stocks

Such stocks can add sparkle to your investment portfolio but beware a hangover, warns Jeff Salway.

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Europe excluding UK

European funds have struggled this year: will they bounce back in 2019?

The outlook for Europe is clouding as growth in the region slows and political strife proliferates. Cherry Reynard explores the prospects for funds focused on the region.

Global Markets

What does December 2018 hold for investors?

We share key dates for your diary and review significant stock market anniversaries.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc -4.1 % 6.8 % 48.5 % 89.9 %
TB Evenlode Income B Inc 1.5 % 5.3 % 44.1 % 67.6 %
Castlefield B.E.S.T UK Opps Instl -2.3 % 4.6 % 19.9 % 29.7 %
Liontrust Special Situations I Inc -2.5 % 2.9 % 40 % 65.1 %
LF Lindsell Train UK Equity Inc -0.3 % 2.3 % 40.5 % 69.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Aberdeen New India Ord 9.8 % -1.2 % 51.4 % 122.4 %
Fidelity Emerging Asia W Acc 5.3 % -2.9 % 62.9 % 94.3 %
Schroder Oriental Income Ord 1 % -3 % 53.9 % 69.1 %
Fidelity Asia W Acc 5 % -4.6 % 69.8 % 82.7 %
Hermes Asia ex-Japan Equity F GBP Acc 2 % -4.8 % 68.7 % 95.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -8.8 % 6.8 % 23.9 % 41.4 %
Sanditon Investment Trust 2.9 % 2.6 % -15.5 % N/A
Woodford Patient Capital Trust -0.4 % 2.1 % -11.1 % N/A
Manchester & London Ord -3 % -1.7 % 93.1 % 89.8 %
Baillie Gifford UK Growth -3.9 % -2.9 % 20.6 % 4 %
Data provided by Morningstar.

View of the day

Retirement Planning

What’s in the pipeline for pensions?

From dashboards to a cold-calling ban, Aegon’s Steven Cameron considers the agenda for UK pensions in 2019.

Japan

Six years of Abenomics: has reform paid off in Japan?

Darius McDermott considers Shinzō Abe's stimulus programme and offers investors five reasons to be optimistic in 2019.

Global Markets

The age of uncertainty is back

Investors should avoid aggressive positions and situations that require a high degree of confidence to support valuations, argues David Jane.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 82
Specialist 7.4 % 7.8 % 32.7 % 180
Technology and Telecommunications 6.5 % 70.4 % 109.1 % 19
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 109
North America 5.8 % 57.8 % 93.3 % 124
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 52.2 % 52.2 % 52.2 % 10
Country Specialists: Other 34.2 % 19.2 % 42 % 4
VCT Specialist: Technology 33.8 % 40.5 % 32.1 % 4
Sector Specialist: Forestry & Timber 29.8 % 80.8 % -62.7 % 1
Sector Specialist: Utilities 24.5 % 15.9 % 15.9 % 3
Data provided by Morningstar.