Insights

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?

Retirement Planning

How does pension advice measure up? We run the rule over free advice and bespoke services

What are the options for getting help in structuring your retirement finances? We take a look at Pension Monster, Pension Wise and the Money Advice Service among others.

Global Markets

Where next for financial markets? The bull and bear points

After last week's sell-off, here are three reasons to be bullish and three to be bearish.

Insights

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?

Retirement Planning

How does pension advice measure up? We run the rule over free advice and bespoke services

What are the options for getting help in structuring your retirement finances? We take a look at Pension Monster, Pension Wise and the Money Advice Service among others.

Global Markets

Where next for financial markets? The bull and bear points

After last week's sell-off, here are three reasons to be bullish and three to be bearish.

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

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.

Japan

Japan's economy is changing slowly but surely

Investors periodically get excited about Japan changing and buy the stock market, only to give up a year or two later, disappointed at the pace of reform.

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.