Insights

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

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

United Kingdom

Royal Mint launches physically-backed gold ETC

The coin-maker is the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity.

United Kingdom

AIC sector shake-up: the perks and pitfalls for investment trust investors

The Association of Investment Companies’ sector changes to help investors compare ‘apples with apples’ have both pros and cons.

Sustainable

ESG investing: a checklist for beginner investors

We can’t all be Greta, but if you are interested in ESG investing, beware 50 shades of green and be prepared to do some research.

United Kingdom

Isa tips from the UK’s first Isa millionaire

Every investor ought to have an Isa, says Lord Lee of Trafford.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Premier UK Growth B Inc 1.9 % 36.5 % 47.5 % 69.2 %
Slater Growth P Acc -0.1 % 35.7 % 49.4 % 81 %
LF Miton UK Value Opps B Instl Inc 4.3 % 34.7 % 39.6 % 78.3 %
Premier Ethical B Inc 3.9 % 33.5 % 39 % 60.5 %
Slater Recovery P Acc 0.4 % 33.6 % 60.3 % 92.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -2 % 17.2 % 50.9 % 102.1 %
Fidelity China Special Ord -0.8 % 13.7 % 33.3 % 95.8 %
Aberdeen New India Ord 2.5 % 13.4 % 17.2 % 36.2 %
Fidelity Asia W Acc -2.4 % 12.9 % 36.6 % 84.1 %
Asia Dragon Ord -3.2 % 12.7 % 31 % 57.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 6.1 % 44.5 % 66.3 % 105.3 %
JPMorgan Mid Cap Ord 6.6 % 40.6 % 57.1 % 99 %
Schroder UK Mid Cap Ord 2.2 % 31 % 52.6 % 66.5 %
Artemis Alpha Trust Ord -2.5 % 21.7 % 30.2 % 34.2 %
Invesco Perp Select UK Equity Ord -1.1 % 14.9 % 15.4 % 36.7 %
Data provided by Morningstar.

View of the day

Global Markets

Three tips for staying calm amid market turbulence

Giles Coghlan shares three principles for managing market volatility.

Personal Finance

Five groups who should be using an Isa

To avoid being hit by tax charges in the future and missing out on government money, you really ought to consider an Isa, says Laura Suter.

Equities

Is buy and hold investing a failsafe approach?

Ruffer’s Duncan MacInnes explores how ‘unconditional love’ for supposedly safe stocks can be dangerous when investing.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 29.8 % 67 % 132.6 % 18
North America 21.2 % 39.2 % 91.4 % 139
UK Smaller Companies 21.1 % 35.7 % 74.5 % 81
Global 17.4 % 31.1 % 67.3 % 302
North American Smaller Companies 16.2 % 32.2 % 85.7 % 23
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: Environmental 91.2 % 121.1 % 196.9 % 4
VCT Specialist: Environmental 65.3 % 65.3 % 65.3 % 9
Sector Specialist: Biotechnology & Healthcare 59 % 81.9 % 121.8 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Data provided by Morningstar.