Money Observer

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Investment funds and trusts

Money Observer podcast: Neil Woodford - six key questions answered

What does the closure of Neil Woodford’s flagship fund mean for investors?

Passive

How investors’ approach to investing has changed over the past 40 years

As an investor, how open are you to embracing emergent ideas?

Active

Six tips to find an active fund you can trust

How to ensure that your active holdings pull their weight.

Global Markets

Why you should keep calm and carry on when stockmarkets fall

Most big market declines teach us that waiting out the storm is usually best, says Tom Bailey.

Top Performing Funds

Name	1m Sort descending	1yr Sort ascending	3yr Sort descending	5yr Sort descending
Royal London Sustainable Leaders C Inc	N/A	22.8 %	36.9 %	78.8 %
LF Lindsell Train UK Equity Inc	-4.2 %	22.8 %	40.6 %	98.3 %
TB Evenlode Income B Inc	-2.7 %	19.5 %	32.2 %	86 %
Franklin UK Mid Cap W Inc	0.5 %	18.5 %	38.5 %	75.6 %
ASI UK Responsible Eq I Acc	-1.7 %	17.1 %	27 %	57.5 %

View all funds

Data provided by Morningstar.

Name	1m Sort descending	1yr Sort ascending	3yr Sort descending	5yr Sort descending
JPM Asia Growth C Net Acc	-1.6 %	22.9 %	41.8 %	103.5 %
Aberdeen New India Ord	0.2 %	20.9 %	17.9 %	72.7 %
Fidelity Emerging Asia W Acc	-1.5 %	19.7 %	27.7 %	86.8 %
Fidelity Asia W Acc	-2 %	18.1 %	29.9 %	93.5 %
Stewart Investors AsiaPac Sust B Acc GBP	-1.3 %	15.7 %	22.5 %	71.4 %

View all funds

Data provided by Morningstar.

Name	1m Sort descending	1yr Sort ascending	3yr Sort descending	5yr Sort descending
Mercantile Ord	4.2 %	17.7 %	43.7 %	88.4 %
Schroder UK Mid Cap Ord	4.1 %	16.8 %	41.1 %	53.8 %
JPMorgan Mid Cap Ord	3.3 %	14.3 %	36.5 %	90 %
Fidelity Special Values Ord	0.9 %	7.8 %	42.1 %	84.7 %
Baillie Gifford UK Growth	-6.6 %	5.3 %	15.7 %	33.4 %

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Data provided by Morningstar.

View of the day

Global Markets

US-China trade war and Brexit: are these two sagas without end?

Kingswood’s Rupert Thompson assesses two sources of volatility.

United Kingdom

Brexit: a pivotal moment in the negotiations

The exuberant response from financial markets to last week’s political developments reasonably reflects the diminishing probability of a no-deal Brexit.

Global Markets

Silo-busting firms unlock innovation

Three well-known companies are cited as examples of how big businesses are challenging silos.

Name	1yr Sort ascending	3yr Sort descending	5yr Sort descending	Funds
Technology and Telecommunications	20.1 %	53.4 %	138.2 %	19
China/Greater China	18 %	27 %	78.6 %	24
UK Index Linked Gilts	15.9 %	13.1 %	48.7 %	17
Asia Pacific Excluding Japan	14.8 %	19.5 %	59.8 %	113
Unclassified Sector	14 %	26.1 %	42.6 %	83

View all sectors

Data provided by Morningstar.

Name	1yr Sort ascending	3yr Sort descending	5yr Sort descending	Funds
VCT Specialist: Healthcare & Biotechnology	274.7 %	274.7 %	274.7 %	1
Sector Specialist: Forestry & Timber	73.4 %	73.4 %	73.4 %	1
VCT Specialist: Environmental	60.1 %	60.1 %	60.1 %	9
VCT Specialist: Technology	55.5 %	55.5 %	55.5 %	4
Property Direct - Europe	53 %	53 %	53 %	10

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Data provided by Morningstar.

Insights

Your Fund Choices 2019: now available as a digital download

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Top Performing Funds

Editor's picks

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Top Performing Sectors

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