Insights

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.

Equities

Three rules to find good shares at great prices

Richard Beddards simple system for spotting equity value.

Investment funds and trusts

Top 10 most popular investment trusts – September 2019

Scottish Mortgage has once again topped the list of the most bought investment trusts.

United Kingdom

How to play the loathed UK with investment trusts

Ahead of the Brexit deadline, some fund managers are adopting a bold approach.

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 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.

Equities

Three rules to find good shares at great prices

Richard Beddards simple system for spotting equity value.

Investment funds and trusts

Top 10 most popular investment trusts – September 2019

Scottish Mortgage has once again topped the list of the most bought investment trusts.

United Kingdom

How to play the loathed UK with investment trusts

Ahead of the Brexit deadline, some fund managers are adopting a bold approach.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
LF Lindsell Train UK Equity Inc -4.4 % 22.1 % 38.6 % 97.5 %
Royal London Sustainable Leaders C Inc N/A 21.3 % 34.8 % 78 %
TB Evenlode Income B Inc -3 % 18.7 % 31 % 85.3 %
Slater Recovery P Acc 0.1 % 16.7 % 49 % 80.5 %
Franklin UK Mid Cap W Inc -0.1 % 16.1 % 36.4 % 74.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -1.9 % 25.1 % 39.6 % 102 %
Aberdeen New India Ord 1.4 % 24.9 % 16.2 % 67.4 %
Fidelity Emerging Asia W Acc -1.1 % 22.7 % 26.3 % 87.6 %
Fidelity Asia W Acc -1.9 % 20.3 % 28.6 % 94.4 %
Aberdeen Standard Asia Focus Ord -1.6 % 17.8 % 13.9 % 21.6 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 3.1 % 14.6 % 38 % 81.3 %
Schroder UK Mid Cap Ord 3.1 % 13.7 % 32.7 % 44.1 %
JPMorgan Mid Cap Ord 2.7 % 11.8 % 28.3 % 84.3 %
Fidelity Special Values Ord 1.9 % 6.7 % 42.5 % 79.4 %
Baillie Gifford UK Growth -6.6 % 6.3 % 13.1 % 28.9 %
Data provided by Morningstar.

View of the day

Global Markets

Silo-busting firms unlock innovation

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

Global Markets

Five steps to follow when weighing up a potential investment

Focus your mind on these areas when evaluating companies, suggests Henderson’s Jamie Ross.

Global Markets

Is it worth paying for the privilege of holding government bonds?

Bryn Jones assesses the situation in a cash is king moment.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 21.2 % 51.7 % 133.7 % 19
China/Greater China 20 % 24.7 % 77.5 % 24
Asia Pacific Excluding Japan 16.7 % 18.6 % 60 % 111
UK Index Linked Gilts 15.7 % 8.5 % 49.7 % 17
Global Emerging Markets 15.4 % 15 % 45.1 % 103
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 % 60 % 60 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Property Direct - Europe 53.3 % 53.3 % 53.3 % 10
Data provided by Morningstar.