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 Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Franklin UK Mid Cap W Inc 2.8 % 30.3 % 48.5 % 74.6 %
ASI UK Mid-Cap Equity I Acc 3.4 % 28.7 % 41.9 % 69.9 %
MI Chelverton UK Equity Growth B Inc 3.8 % 28.5 % 62.9 % 144.6 %
Liontrust UK Ethical 2 Net Acc 2.3 % 26.7 % 49.3 % 72.3 %
Premier UK Growth B Inc 4.3 % 26.2 % 36.6 % 60.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -1 % 14.7 % 59.2 % 102.4 %
Fidelity Emerging Asia W Acc -0.1 % 13.9 % 40.3 % 81.9 %
Fidelity Asia W Acc -1 % 13.6 % 43.1 % 89.6 %
Smith & Williamson Far Eastern Inc&Gr B -0.7 % 12.1 % 30.5 % 80 %
Fidelity China Special Ord N/A 11.4 % 31.5 % 83.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 6.9 % 44 % 63.1 % 100.9 %
Schroder UK Mid Cap Ord 5.7 % 34 % 51.8 % 59.7 %
JPMorgan Mid Cap Ord 7.3 % 30.6 % 45.1 % 89.5 %
Artemis Alpha Trust Ord 6.4 % 19.5 % 42.7 % 20.5 %
Aurora Ord 3.3 % 18.8 % 31.5 % 54.8 %
Data provided by Morningstar.

View of the day

United Kingdom

Why markets and the pound welcomed a Conservative landslide

Richard Buxton considers the outlook for the UK following Boris Johnsons election win.

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 2019s 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 Thursdays election result, but whatever the outcome, Jefferies has stock suggestions for any scenario.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 19.9 % 62 % 120.3 % 17
UK Smaller Companies 15 % 33.5 % 67 % 80
North American Smaller Companies 14.7 % 28 % 86.1 % 21
Unclassified Sector 14 % 26.1 % 42.6 % 68
North America 13.8 % 35.6 % 87.5 % 136
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 72.7 % 72.7 % 72.7 % 1
VCT Specialist: Environmental 61 % 61 % 61 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 43.9 % 67.5 % 216.9 % 1
Data provided by Morningstar.