Latest news

Top 10 most popular ethical funds of 2019

The sector investors are backing to perform the best in 2020

Mark Barnett sacked from managing Edinburgh investment trust

UK tax returns: almost half a million refund requests sent

HMRC hands out fewer plea bargain deals with taxpayers

Nick Train: If investors want a fund that never underperforms, they should sell

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Insights

Global Emerging Markets

Investment trust investors, it’s time to review your emerging market exposure

As the US market becomes more expensive, some eyes are looking further afield once more.

Global Markets

10 outrageous investment predictions for 2020

Hungary copies the UK in leaving the EU, while investors find oil more profitable than clean energy.

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 trusts – November 2019

Scottish Mortgage has once again topped the list of the most-bought investment trusts.

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

Global Emerging Markets

Investment trust investors, it’s time to review your emerging market exposure

As the US market becomes more expensive, some eyes are looking further afield once more.

Global Markets

10 outrageous investment predictions for 2020

Hungary copies the UK in leaving the EU, while investors find oil more profitable than clean energy.

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 trusts – November 2019

Scottish Mortgage has once again topped the list of the most-bought investment trusts.

Top Performing Funds

Name 1m 1yr 3yr 5yr
Franklin UK Mid Cap W Inc 2 % 29.4 % 46.7 % 70.7 %
ASI UK Mid-Cap Equity I Acc 2.6 % 28.5 % 41.3 % 66.5 %
MI Chelverton UK Equity Growth B Inc 3.8 % 28.5 % 62.9 % 144.6 %
Montanaro UK Income GBP 2.5 % 27.2 % 38 % N/A
Liontrust UK Ethical 2 Net Acc 2.6 % 27.3 % 47.8 % 68.7 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
JPM Asia Growth C Net Acc -1.6 % 15.3 % 55.2 % 100 %
Fidelity Emerging Asia W Acc -0.9 % 13.9 % 37.2 % 78.9 %
Fidelity Asia W Acc -1.7 % 13.7 % 39.6 % 86.7 %
Smith & Williamson Far Eastern Inc&Gr B -0.7 % 12.1 % 30.5 % 80 %
Janus Henderson China Opps I Acc -2.5 % 11.2 % 35.8 % 80.6 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Mercantile Ord 6.1 % 44.9 % 60.8 % 95.7 %
Schroder UK Mid Cap Ord 5 % 33.1 % 51.1 % 54.6 %
JPMorgan Mid Cap Ord 5.8 % 29.5 % 42.2 % 82.7 %
Artemis Alpha Trust Ord 6.4 % 19.5 % 42.6 % 18.8 %
Aurora Ord 4.3 % 18.7 % 32.5 % 55.5 %
View all funds
Data provided by Morningstar.

Editor's picks

10 investment funds to buy and hold for 30 to 40 years

Mark Slater: Corbyn is a bigger risk than Brexit; how to find reasonably priced growth shares

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

Smithson one year on: is Terry Smith's fledgling trust going to fly?

Backing bargain Britain: our four fund experts share their tips

Vanguard vs BlackRock: who wins in a clash of the passive fund titans?

Proof that investment trusts turbocharge investor returns

Notes from a nervous investor: set and forget investing? Yes, please

View of the day

Investment funds and trusts

Which investment funds have been Christmas stars and which fallen angels?

Patrick Thomas and Jordan Sriharan place funds at the top and bottom of 2019’s investment Christmas tree.

United Kingdom

Christmas films to suit election outcomes and share tips for investors

One of four well-known movies could be a perfect fit for Thursday’s election result, but whatever the outcome, Jefferies has stock suggestions for any scenario.

Global Markets

What is happening to global equities and what's the likely impact of a Tory victory?

In his market snapshot, Rupert Thompson assesses likely outcomes if the Conservatives win a majority in the UK general election on Thursday.

Top Performing Sectors

Name 1yr 3yr 5yr Funds
Technology and Telecommunications 19.7 % 60.1 % 117.8 % 17
UK Smaller Companies 15.1 % 34 % 65.7 % 80
North American Smaller Companies 14.5 % 26.7 % 84.7 % 21
UK All Companies 14.3 % 19.8 % 39.1 % 333
Unclassified Sector 14 % 26.1 % 42.6 % 68
View all sectors
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
VCT Specialist: Healthcare & Biotechnology 257.7 % 257.7 % 257.7 % 1
Sector Specialist: Forestry & Timber 72.7 % 72.7 % 72.7 % 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 38.8 % 71.3 % 103.8 % 9
View all sectors
Data provided by Morningstar.

Money Observer TV

Can alternatives offer relief from stock market twists?

Mark Slater: how to find reasonably priced growth shares

Portfolio ideas

Share Sleuth adds an enchanting company at a decent price

Share Watch: why this share has rocketed into my top five list

Ethical portfolio: early outperformance from our ‘good’ line-up

Dogs of the Footsie: how are our canines doing as their dividends dry up?

How to invest

10 investment funds to buy and hold for 30 to 40 years

How to create a £10,000 income: three Rated Fund portfolios

Eight pension drawdown dos and don’ts

How to invest in the stock market: a beginner’s guide