Insights

Investment funds and trusts

‘This bear market is not over – here’s what will trigger the market bottom’

Veteran investor John Chatfeild-Roberts cautions what bear markets do is suck people in and then destroy their money.

Global Markets

Look past the coronavirus to see global fund opportunities

Markets have been hit hard by the virus, but a broader picture suggests the global sector will throw up opportunities.

Investment funds and trusts

The funds, investment trusts and shares investors have been snapping up to ‘buy the dip’

Investors have been buying oil companies, banks and index trackers. 

Investment funds and trusts

The reason why ESG funds outperformed during the market sell-off

The relative outperformance of ESG funds since the start of the coronavirus sell-off is almost entirely down to low exposure to energy companies.

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How to build a sustainable portfolio  Strategies for short- and long-term investors

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Insights

Investment funds and trusts

‘This bear market is not over – here’s what will trigger the market bottom’

Veteran investor John Chatfeild-Roberts cautions what bear markets do is suck people in and then destroy their money.

Global Markets

Look past the coronavirus to see global fund opportunities

Markets have been hit hard by the virus, but a broader picture suggests the global sector will throw up opportunities.

Investment funds and trusts

The funds, investment trusts and shares investors have been snapping up to ‘buy the dip’

Investors have been buying oil companies, banks and index trackers. 

Investment funds and trusts

The reason why ESG funds outperformed during the market sell-off

The relative outperformance of ESG funds since the start of the coronavirus sell-off is almost entirely down to low exposure to energy companies.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc -4.9 % 3.4 % 13.5 % 38 %
Royal London Sustainable Leaders C Acc -15.5 % 1.5 % 17.7 % 35.9 %
Smith & Williamson UK Equity Gr B GBPAcc -25.4 % N/A N/A N/A
Janus Henderson Instl UK Idx Opps A Inc -20.6 % N/A N/A N/A
CFP SDL Free Spirit General (Inc) -18.7 % -2.8 % 17.7 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -9.6 % 2.1 % 28.2 % 71.5 %
Janus Henderson China Opps I Acc -9 % -0.9 % 19.7 % 56.9 %
Fidelity Asia W Acc -11.3 % -2.8 % 16 % 52.6 %
Fidelity Emerging Asia W Acc -12 % -4.7 % 12 % 43.3 %
Fidelity China Special Ord -8.8 % -5.3 % 11.7 % 58.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord -30.3 % -11.6 % 2 % 26 %
Baillie Gifford UK Growth -19.1 % -14.6 % -6.1 % 5.8 %
Artemis Alpha Trust Ord -21.1 % -14.8 % -8.6 % -3.6 %
JPMorgan Mid Cap Ord -33.6 % -16.4 % -7.7 % 17.8 %
Aurora Ord -24.4 % -24.1 % -15.5 % 11.2 %
Data provided by Morningstar.

View of the day

Estate Planning

Coronavirus lockdown: how to make or amend a will

The pandemic has made more Britons think about making a will, or updating one, and Jane Sutherland shares advice on how to best achieve it during the UK lockdown.

Personal Finance

Coronavirus: what does it mean for you and your divorce?

As the courts move to a remote system and the virus outbreak impacts on personal finances and asset values, Bethany Meyrick addresses the implications for divorcing couples.

Personal Finance

Coronavirus stock market survival guide

Barry Norris shares eight important investment rules that will help you survive the crisis.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 63
UK Gilts 10.4 % 15.9 % 27.3 % 38
Technology and Telecommunications 8.3 % 40.4 % 95 % 16
Specialist 7.4 % 7.8 % 32.7 % 190
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 108
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
VCT Specialist: Environmental 62.1 % 62.1 % 62.1 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 32.3 % 49.2 % 69.2 % 9
Sector Specialist: Environmental 29.2 % 50.9 % 96 % 3
Data provided by Morningstar.