Latest news

Chancellor orders review of capital gains tax

State pension triple lock: revised forecasts suggest ‘stay of execution’

Data pours cold water on the hope of a V-shaped recovery

Investment trust fee cuts continue to gather pace

How to plug the pension gender gap

July 2020: what are the best savings account rates?

More news

Insights

Investment funds and trusts

In an equity income drought, turn to alternative sources to stay afloat

Secure income sources are on shaky ground in the wake of the pandemic. David Prosser explores shifting terrain and suggests investment trust investors tread carefully in the search for yield.

Global Markets

Global small cap investment trusts: which one is best?

Baillie Gifford Edinburgh Worldwide manager Douglas Brodie and Herald's Katie Potts go head to head in a rumble in the tech jungle.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

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

In an equity income drought, turn to alternative sources to stay afloat

Secure income sources are on shaky ground in the wake of the pandemic. David Prosser explores shifting terrain and suggests investment trust investors tread carefully in the search for yield.

Global Markets

Global small cap investment trusts: which one is best?

Baillie Gifford Edinburgh Worldwide manager Douglas Brodie and Herald's Katie Potts go head to head in a rumble in the tech jungle.

Personal Finance

Are you getting the state pension you deserve?

The Beveridge system has short-changed thousands of women on their state pensions, says Steve Webb.

Personal Finance

Wealth tax to fund Covid recovery could hit Isas and second homes

Faith Glasgow considers how a wealth tax might work in practice.

Top Performing Funds

Name 1m 1yr 3yr 5yr
VT Sorbus Vector A -1.4 % 5 % 17.3 % N/A
CFP SDL Free Spirit General (Acc) 0.2 % 5.8 % 34.7 % N/A
Kames UK Opportunities GBP B Acc 3.1 % 5.7 % 7.4 % 16.6 %
Premier UK Growth B Inc 1.8 % 4.5 % 18.4 % 32.7 %
MI Chelverton UK Equity Growth B Inc 0.4 % 4.9 % 27.5 % 96.1 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Fidelity China Special Ord 25.9 % 41.6 % 52.2 % 130.8 %
Janus Henderson China Opps I Acc 14.1 % 19.5 % 36.7 % 108.1 %
JPM Asia Growth C Net Acc 11.8 % 18.2 % 42.9 % 128.3 %
Fidelity Asia W Acc 11.6 % 11.7 % 32 % 99.9 %
Fidelity Emerging Asia W Acc 11.1 % 10.9 % 29.5 % 87.7 %
View all funds
Data provided by Morningstar.
Name 1m 1yr 3yr 5yr
Mercantile Ord 3.1 % 1.2 % 10.3 % 30.3 %
Artemis Alpha Trust Ord 1.1 % -0.6 % 4.1 % 10 %
Baillie Gifford UK Growth 0.9 % -5.3 % 11.9 % 20 %
Schroder UK Mid Cap Ord -3.9 % -11.1 % -2.1 % 3.4 %
Henderson Opportunities Ord 4.8 % -11.3 % -2.8 % -8.1 %
View all funds
Data provided by Morningstar.

Editor's picks

Investor trends, top performers, and a standout Baillie Gifford fund

Income investors, remember that dividends do not end at Dover

Money Observer Fund Awards 2020: the winners

My search for a truly ethical fund for my pension and Isa

What does Covid-19 mean for house prices, and will it be the property market’s biggest crash?

Fund and investment trust tips for the post-pandemic ‘new normal‘

How healthcare and biotech investment trusts can revive portfolios

Funds and investment trusts that thrive in bull and bear markets

View of the day

United Kingdom

Why investing for income in the UK is far from dead

UK dividend-payers have been given a chance to reset themselves and enter an era of more sustainable dividends, explains Carl Stick.

Europe excluding UK

Which region is ready for the ‘decade of sustainability’?

Henderson’s Jamie Ross explains why Europe could lead the shift towards global sustainability.

Global Markets

What’s the outlook for the second half of 2020?

There are few certainties when it comes to investing, but Pictet’s Luca Paolini highlights several things that investors can be sure of this year.

Top Performing Sectors

Name 1yr 3yr 5yr Funds
Technology and Telecommunications 28.3 % 73.3 % 158.8 % 16
China/Greater China 26.1 % 43.8 % 95.7 % 26
Unclassified Sector 14 % 26.1 % 42.6 % 62
UK Gilts 11.4 % 20.2 % 37.4 % 38
Asia Pacific Including Japan 10.1 % 24.2 % 75.5 % 11
View all sectors
Data provided by Morningstar.
Name 1yr 3yr 5yr Funds
VCT Specialist: Media, Leisure & Events 62 % -25.3 % -55.8 % 2
Sector Specialist: Environmental 52.1 % 82.2 % 155.8 % 3
Sector Specialist: Biotechnology & Healthcare 43.7 % 99.7 % 130.1 % 9
Asia Pacific 43.6 % 63.3 % 140.5 % 9
Sector Specialist: Insurance & Reinsurance Strategies 40.3 % 36.9 % 36.9 % 4
View all sectors
Data provided by Morningstar.

Money Observer TV

Why this crisis favours growth stocks

Three Isa tactics for investors

Portfolio ideas

Purposeful Portfolio Regular Income: stable income stream with no dividend cuts in sight

Why I said goodbye to one share, and doubled my investment in another

Three quality shares that should survive and prosper in a post-pandemic world

Ethical portfolio strong in face of Covid

How to invest

Investment funds for a £10,000 income: three simple Rated Fund portfolios

10 shares to deliver a £10,000 annual income in 2020

11 investment trusts for a £10,000 annual income

UK share tips: six ‘value’ stocks for 2020