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Four new entries in our top 10 list and a definite shift from active to passive investing.

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Did defensive funds protect investors during the market sell-off?

From investment trusts and gold, to absolute return funds and volatility managed funds, Kyle Caldwell examines the performance of defensives during a turbulent tim

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Six ways to turbocharge a small pension

Its all too easy to reach your fifties and find your pension falls short of expectations. Here are six ideas to give it a late boost.

Personal Finance

Money Observer podcast: tips for investors amid coronavirus outbreak, and investing for the 2020s

In this episode, the team examine potential investor moves amid this black swan event, investing for the decade ahead, and more.

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

Top 10 most popular investment funds: March 2020

Four new entries in our top 10 list and a definite shift from active to passive investing.

Investment funds and trusts

Did defensive funds protect investors during the market sell-off?

From investment trusts and gold, to absolute return funds and volatility managed funds, Kyle Caldwell examines the performance of defensives during a turbulent tim

Retirement Planning

Six ways to turbocharge a small pension

Its all too easy to reach your fifties and find your pension falls short of expectations. Here are six ideas to give it a late boost.

Personal Finance

Money Observer podcast: tips for investors amid coronavirus outbreak, and investing for the 2020s

In this episode, the team examine potential investor moves amid this black swan event, investing for the decade ahead, and more.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Smith & Williamson UK Equity Gr B GBPAcc -26.8 % N/A N/A N/A
Janus Henderson Instl UK Idx Opps A Inc -21.1 % N/A N/A N/A
Ardevora UK Equity C GBP Acc -11.3 % -1 % 10.7 % 33.7 %
Slater Recovery P Acc -18.1 % -3.6 % 11.4 % 49.4 %
CFP SDL Free Spirit General (Inc) -16.7 % -4.5 % 18.1 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -10.7 % -4 % 25.4 % 63.4 %
Janus Henderson China Opps I Acc -6.8 % -4.3 % 20.7 % 52.8 %
Fidelity Asia W Acc -11.8 % -7.3 % 13.9 % 45.6 %
Fidelity China Special Ord -7.9 % -8.9 % 13.9 % 54.7 %
Fidelity Emerging Asia W Acc -13.2 % -9.9 % 9.1 % 36.2 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Artemis Alpha Trust Ord -20.4 % -15.2 % -8.6 % -0.4 %
Mercantile Ord -33.8 % -19.3 % -4.1 % 18.3 %
Baillie Gifford UK Growth -27.3 % -24.8 % -14.5 % -3 %
JPMorgan Mid Cap Ord -37.1 % -26 % -13 % 9 %
Schroder UK Mid Cap Ord -32.9 % -28.1 % -10.2 % -0.6 %
Data provided by Morningstar.

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Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 63
UK Gilts 11.7 % 15.4 % 26.7 % 38
Specialist 7.4 % 7.8 % 32.7 % 189
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 108
Property 5.8 % 22.5 % 42.3 % 52
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
VCT Specialist: Environmental 62.3 % 62.3 % 62.3 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Insurance & Reinsurance Strategies 35.6 % 35.6 % 35.6 % 6
Sector Specialist: Biotechnology & Healthcare 31.8 % 51.7 % 77.5 % 9
Data provided by Morningstar.