Insights

Personal Finance

Ask Money: can I transfer my public sector pension?

Would you like expert advice on a financial problem? Here, former UK pensions minister Steve Webb responds to a question about a blocked pension transfer.

Global Markets

Red October returns: here’s why it’s different this time

Investors are witnessing the repercussions of quantitative easing being whipped away from the stock market party. What’s likely to happen next in markets?

Retirement Planning

Annuities: is buying one a good or bad idea?

A range of flexible new products makes that pension question easier to answer, says Ceri Jones.

Investment funds and trusts

How to profit from an ageing population

What are the familiar and less obvious ways for investors to make money from demographic change?

Insights

Personal Finance

Ask Money: can I transfer my public sector pension?

Would you like expert advice on a financial problem? Here, former UK pensions minister Steve Webb responds to a question about a blocked pension transfer.

Global Markets

Red October returns: here’s why it’s different this time

Investors are witnessing the repercussions of quantitative easing being whipped away from the stock market party. What’s likely to happen next in markets?

Retirement Planning

Annuities: is buying one a good or bad idea?

A range of flexible new products makes that pension question easier to answer, says Ceri Jones.

Investment funds and trusts

How to profit from an ageing population

What are the familiar and less obvious ways for investors to make money from demographic change?

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc -5.9 % 10.1 % 59.7 % 97.9 %
CFP SDL Free Spirit General (Acc) -8.5 % 5 % N/A N/A
Baillie Gifford UK Equity Alpha B Inc -10.2 % 5 % 38.8 % 37 %
Slater Recovery P Acc -6 % 4.2 % 32.1 % 78 %
Liontrust Special Situations I Inc -5.5 % 3.9 % 43.8 % 67.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Hermes Asia Ex Japan Equity F GBP Acc -5.1 % -6.3 % 64.3 % 95.5 %
Schroder Oriental Income Ord -2.9 % -6.5 % 45.2 % 52.5 %
Fidelity Asia W Acc -6.1 % -8.1 % 55.7 % 68.6 %
Fidelity Emerging Asia W Acc -6.1 % -8.1 % 47.1 % 76.4 %
Smith & Williamson Far Eastern Inc&Gr B -6.5 % -8.5 % 52.3 % 59.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -7.3 % 24.4 % 116 % 87.8 %
Crystal Amber Ord -4.4 % 14.5 % 40.9 % 71.1 %
Fidelity Special Values Ord -5.2 % 6 % 36.9 % 62.4 %
Henderson Opportunities Ord -6.9 % 2 % 20.6 % 43.8 %
Artemis Alpha Trust Ord -4.1 % 0.9 % 25 % 12.6 %
Data provided by Morningstar.

View of the day

Global Emerging Markets

Five reasons to be optimistic about emerging markets

Heres why investors should be confident about the prospects for emerging markets.

Equities

Is a perfect storm brewing in markets?

The markets are jumpy and a broadly positive backdrop is being tested by the Q3 earnings season.

North America

What can the Great Depression teach us about Trump’s trade war?

Investors seeking to navigate a safe passage through the trade war with China should look to US history for lessons.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 88
North America 9.7 % 62.2 % 96.9 % 124
North American Smaller Companies 9 % 64.5 % 82.4 % 18
Specialist 7.4 % 7.8 % 32.7 % 178
Technology and Telecommunications 7.3 % 73 % 107.3 % 19
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Technology 29.4 % 35.8 % 26.7 % 4
Sector Specialist: Utilities 18.1 % 14.9 % 14.9 % 3
Sector Specialist: Tech Media & Telecomm 17.1 % 132.8 % 71.7 % 4
Country Specialists: Other 16.5 % 4.2 % 40.8 % 4
North American Smaller Companies 16.3 % 71.8 % 76.7 % 3
Data provided by Morningstar.