Insights

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment funds – November 2019

Theres movement among the top order, a leapfrogging fund, and a new entry in our most-bought funds list.

Investment funds and trusts

The best ETFs for Brexit bedlam

Large-cap focused ETFs look well-placed to weather sterling volatility.

United Kingdom

Laura Foll interview: a top pharma stock, and a dose of Adam Kay

The fund manager names her best investment, her biggest money weakness, and recalls a junior doctor turned wedding singer.

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

Commodities

Gold investing: is it too late to join the party?

Gold has been the star performer of 2019, but does the gold rush have further to run? We consider prospects looking ahead.

Investment funds and trusts

Top 10 most popular investment funds – November 2019

Theres movement among the top order, a leapfrogging fund, and a new entry in our most-bought funds list.

Investment funds and trusts

The best ETFs for Brexit bedlam

Large-cap focused ETFs look well-placed to weather sterling volatility.

United Kingdom

Laura Foll interview: a top pharma stock, and a dose of Adam Kay

The fund manager names her best investment, her biggest money weakness, and recalls a junior doctor turned wedding singer.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
ASI UK Mid-Cap Equity I Acc 5.9 % 27 % 46.1 % 66.6 %
Montanaro UK Income GBP 3.7 % 24 % 40.8 % N/A
Franklin UK Mid Cap W Inc 3.1 % 24 % 49.4 % 67.6 %
MI Chelverton UK Equity Growth B Inc 4.3 % 23.6 % 65.3 % 140.1 %
Slater Growth P Acc 2.3 % 22.6 % 45.8 % 66.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -3.9 % 11 % 57.2 % 94.7 %
Fidelity Emerging Asia W Acc -3.4 % 9.7 % 38.6 % 71.7 %
Fidelity Asia W Acc -4.4 % 9.6 % 40.9 % 79.2 %
Smith & Williamson Far Eastern Inc&Gr B -1.6 % 9 % 32.8 % 76.1 %
Aberdeen Standard Asia Focus Ord -0.1 % 6.6 % 20.6 % 19.9 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 6 % 35.8 % 58.5 % 90.4 %
Schroder UK Mid Cap Ord 5.8 % 27.9 % 53.1 % 48.4 %
JPMorgan Mid Cap Ord 5.1 % 20.2 % 40.4 % 73.9 %
Artemis Alpha Trust Ord 8.1 % 16.9 % 46.6 % 18.1 %
Baillie Gifford UK Growth 4.2 % 15.4 % 28.6 % 35.1 %
Data provided by Morningstar.

View of the day

VCTs are 25: have they proved their worth to investors?

Venture Capital Trusts are celebrating a milestone anniversary. Alex Davies considers their performance and why they are a good choice for some investors.

United Kingdom

Is the UK doomed without tech giants?

Lowland’s James Henderson identifies companies at the cutting-edge of tech in the UK and explains how to spot a company utilising tech well.

Investment funds and trusts

Stock-pickers shouldn’t blame style

BMO’s Julian Cane takes issue with reasoning that suggests that because ‘value investing’ is out of fashion, the performance of the value investor can be excused.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 18.6 % 65.2 % 112.6 % 17
Unclassified Sector 14 % 26.1 % 42.6 % 70
North American Smaller Companies 12.2 % 32.7 % 80.8 % 21
North America 12 % 39.2 % 81.4 % 135
UK Smaller Companies 11.9 % 35.9 % 64.2 % 79
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 257.7 % 257.7 % 257.7 % 1
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.6 % 60.6 % 60.6 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Country Specialists: Europe 37.7 % 67.9 % 167.2 % 1
Data provided by Morningstar.