Insights

Investment funds and trusts

Terry Smith: the big mistake Neil Woodford made that I will not make

Terry Smith, manager of the Fundsmith Equity fund, shares his thoughts on the Neil Woodford debacle. 

Global Markets

Why value investors could be waiting in vain for a style change

The bounce-back expected by some investors in value companies cant last in a low-growth world, argues James Thomson.

Retirement Planning

Your state pension forecast: how to understand it and fix shortfalls

Pension Clinic: are you under state pension age? Do yourself a favour and get a state pension forecast, advises Steve Webb.

Global Markets

Digital payments full of promise as globe opts for a mobile wallet

There is a huge global opportunity for digital payments, encompassing card, mobile and online, writes Rachel Winter.

Your Fund Choices 2020: investing inspiration

Details of over 250 funds, trusts and ETFs simple model portfolios for an annual £10,000 income
How to build a sustainable portfolio  Strategies for short- and long-term investors

To buy a copy, click here

Insights

Investment funds and trusts

Terry Smith: the big mistake Neil Woodford made that I will not make

Terry Smith, manager of the Fundsmith Equity fund, shares his thoughts on the Neil Woodford debacle. 

Global Markets

Why value investors could be waiting in vain for a style change

The bounce-back expected by some investors in value companies cant last in a low-growth world, argues James Thomson.

Retirement Planning

Your state pension forecast: how to understand it and fix shortfalls

Pension Clinic: are you under state pension age? Do yourself a favour and get a state pension forecast, advises Steve Webb.

Global Markets

Digital payments full of promise as globe opts for a mobile wallet

There is a huge global opportunity for digital payments, encompassing card, mobile and online, writes Rachel Winter.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Slater Growth P Acc 2.6 % 39.1 % 55.8 % 81.6 %
Premier UK Growth B Inc 4.5 % 38 % 49.9 % 72.5 %
MI Chelverton UK Equity Growth B Inc 1.2 % 35.8 % 67.4 % 155.2 %
Premier Ethical B Inc 4.4 % 34.2 % 42.4 % 62 %
Slater Recovery P Acc 3.5 % 34.5 % 63.1 % 94.3 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 4.4 % 25.2 % 40.8 % 80.2 %
JPM Asia Growth C Net Acc 0.6 % 24 % 57.4 % 95.3 %
SVS BambuBlack Asia Inc&Gr B 2.8 % 22.2 % 34 % 83.6 %
Fidelity Asia W Acc 0.4 % 20.6 % 43.8 % 80.3 %
Janus Henderson China Opps I Acc 0.6 % 20.3 % 40.2 % 73.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 1.9 % 43.4 % 68.3 % 106.4 %
Schroder UK Mid Cap Ord -4.7 % 32.7 % 60.6 % 68.1 %
JPMorgan Mid Cap Ord -0.9 % 31.4 % 61 % 92.4 %
Artemis Alpha Trust Ord 2.2 % 24.8 % 36 % 34.8 %
Keystone Ord 2.6 % 18.2 % 23 % 16.8 %
Data provided by Morningstar.

View of the day

Global Emerging Markets

Investing in China: five fund picks for the Year of the White Rat

Adrian Lowcock, head of personal investing at Willis Owen, analyses the outlook for investing in China in 2020 and gives five ideas for investors to take advantage of the world’s second largest economy.

Global Markets

The US/China trade deal: how good is it?

John Redwood shares his thoughts on a long-awaited and unusual international agreement between two world powers.

Sustainable

What does the new UK Stewardship Code mean for investors?

Amid escalating environmental debate, the new code places an increased emphasis on action over words, writes Matt Crossman. 

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 35.4 % 71.3 % 131.7 % 18
North America 24.3 % 41.3 % 87 % 137
North American Smaller Companies 22.9 % 34.5 % 84.3 % 23
UK Smaller Companies 22.6 % 39.6 % 77.8 % 81
Global 21.7 % 33.5 % 66.4 % 298
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
VCT Specialist: Environmental 65.6 % 65.6 % 65.6 % 9
VCT Specialist: Technology 54 % 54 % 54 % 4
Sector Specialist: Environmental 52.5 % 72.2 % 128.4 % 4
Country Specialists: Europe 52.3 % 66.6 % 215.5 % 1
Data provided by Morningstar.