Insights

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Europe excluding UK

European funds have struggled this year: will they bounce back in 2019?

The outlook for Europe is clouding as growth in the region slows and political strife proliferates. Cherry Reynard explores the prospects for funds focused on the region.

Global Markets

What does December 2018 hold for investors?

We share key dates for your diary and review significant stock market anniversaries.

Bonds

DIY investor insights: the nuts and bolts of bonds

In the second of a three-part series, Peter Alcaraz, author of The Wealth Game, explains the key considerations when assessing a

Insights

Investment funds and trusts

Most popular investment trusts – November 2018

After the tech sell-off, investors have rushed towards global tech trusts now trading on bigger than usual discounts. 

Europe excluding UK

European funds have struggled this year: will they bounce back in 2019?

The outlook for Europe is clouding as growth in the region slows and political strife proliferates. Cherry Reynard explores the prospects for funds focused on the region.

Global Markets

What does December 2018 hold for investors?

We share key dates for your diary and review significant stock market anniversaries.

Bonds

DIY investor insights: the nuts and bolts of bonds

In the second of a three-part series, Peter Alcaraz, author of The Wealth Game, explains the key considerations when assessing a

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Castlefield CFP SDL UK Bufftlgy Inst Inc -3.2 % 8 % 46.8 % 94.1 %
TB Evenlode Income B Inc 1.2 % 4.8 % 37.6 % 64.9 %
Castlefield B.E.S.T UK Opps Instl -3 % 4.3 % 14.7 % 27.7 %
Liontrust Special Situations I Inc -2.2 % 3.6 % 36.9 % 64.5 %
Baillie Gifford UK Equity Alpha B Inc -3.9 % 3.2 % 35.2 % 37.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Schroder Oriental Income Ord 2.1 % -1.4 % 47 % 61.5 %
Aberdeen New India Ord 8.2 % -2 % 46.3 % 116.7 %
Fidelity Emerging Asia W Acc 3.2 % -2.9 % 54.4 % 88.5 %
Fidelity Asia W Acc 2.7 % -4.4 % 61.1 % 78 %
Hermes Asia ex-Japan Equity F GBP Acc 2.2 % -4.7 % 61.2 % 93.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Crystal Amber Ord -4.2 % 14.8 % 29 % 47.2 %
Woodford Patient Capital Trust 3 % 7.4 % -11 % N/A
Sanditon Investment Trust 2.9 % 2.5 % -15.6 % N/A
Fidelity Special Values Ord -7.4 % -1 % 24.7 % 45.8 %
Baillie Gifford UK Growth -6.7 % -1.7 % 16.2 % 3 %
Data provided by Morningstar.

View of the day

Global Markets

The age of uncertainty is back

Investors should avoid aggressive positions and situations that require a high degree of confidence to support valuations, argues David Jane.

Japan

How to capture the long-term potential of Japanese equity opportunities

Investors use the Asian country as a source of alpha, playing monetary policy and yen weakness. However, this approach means that they miss out on long-term diversification attributes.

Global Emerging Markets

How US policy could benefit emerging markets

As America’s influence over emerging markets wanes and China develops its consumer economy, there are opportunities for investors.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 82
Specialist 7.4 % 7.8 % 32.7 % 180
Technology and Telecommunications 7.4 % 63.6 % 106.3 % 19
North America 7.2 % 52.7 % 91.6 % 124
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 109
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Property Direct - Europe 54.5 % 54.5 % 54.5 % 10
VCT Specialist: Technology 33.8 % 40.5 % 36.7 % 4
Country Specialists: Other 32.6 % 9.3 % 38 % 4
Sector Specialist: Forestry & Timber 26 % 85.5 % -27.7 % 2
Sector Specialist: Utilities 24.9 % 16.8 % 16.8 % 3
Data provided by Morningstar.