Insights

United Kingdom

Budget 2020: six key personal finance areas in the spotlight

We consider what the Budget, which will take place on 11 March, will mean for your money.

Investment funds and trusts

Bargains are hard to find, but three investment trusts catch the eye

After a strong year for equity markets in 2019, there’s a shortage of trusts available at knocked-down prices, but contrarian investor David Liddell has spotted three potential openings.

United Kingdom

Where can value investors find the best fund and trust bargains?

With the manta ‘buy low, sell high firmly in mind, Jennifer Hill makes a solid argument for a shift to buying value.

Investment funds and trusts

UK fund and trust tips for 2020: bright ideas for bargain Britain

The unloved UK will once again have its day. Our 11-strong panel of experts share their growth, income and wildcard tips.

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

United Kingdom

Budget 2020: six key personal finance areas in the spotlight

We consider what the Budget, which will take place on 11 March, will mean for your money.

Investment funds and trusts

Bargains are hard to find, but three investment trusts catch the eye

After a strong year for equity markets in 2019, there’s a shortage of trusts available at knocked-down prices, but contrarian investor David Liddell has spotted three potential openings.

United Kingdom

Where can value investors find the best fund and trust bargains?

With the manta ‘buy low, sell high firmly in mind, Jennifer Hill makes a solid argument for a shift to buying value.

Investment funds and trusts

UK fund and trust tips for 2020: bright ideas for bargain Britain

The unloved UK will once again have its day. Our 11-strong panel of experts share their growth, income and wildcard tips.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Slater Growth P Acc 5.4 % 39.5 % 52.6 % 84.1 %
MI Chelverton UK Equity Growth B Inc 3.8 % 36.2 % 67.3 % 158.4 %
Premier UK Growth B Inc 6.3 % 36.7 % 46 % 75.3 %
LF Miton UK Value Opps B Instl Inc 3.4 % 34.9 % 42.3 % 79.1 %
Slater Recovery P Acc 6 % 34.5 % 61.8 % 95 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Ord 10.8 % 30.3 % 46.6 % 91.1 %
JPM Asia Growth C Net Acc 6.2 % 27.4 % 63 % 109.6 %
Janus Henderson China Opps I Acc 8.7 % 26.3 % 47.5 % 89.7 %
Fidelity Asia W Acc 5.8 % 24.1 % 47 % 95.5 %
Fidelity Emerging Asia W Acc 4.7 % 23.6 % 43.7 % 83.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 0.5 % 43 % 66.1 % 109 %
Schroder UK Mid Cap Ord 2.2 % 37.8 % 61.5 % 73.9 %
JPMorgan Mid Cap Ord 0.7 % 35.2 % 58.9 % 94.2 %
Artemis Alpha Trust Ord 4.2 % 30.4 % 33.1 % 34.3 %
Aurora Ord 0.4 % 22.1 % 34.9 % 72.1 %
Data provided by Morningstar.

View of the day

Sustainable

Veganuary: investing in the vegan boom

Mark Whitehead names three stocks tapping into the demand for plant-based products and explains how he is investing in the vegan revolution to deliver returns and meaningful change.

Global Emerging Markets

Emerging markets: winds of change that carry good news for investors

Corporate governance shortfalls can present challenges in emerging markets, but some countries have moved fast to plug gaps, write Chetan Sehgal and Andrew Ness.

Global Markets

How will the world look in 2030?

Are you ready for drone takeaways, flights to Sydney that last just four hours, and underground parks, asks James Horniman.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 35 % 70 % 140.5 % 17
China/Greater China 26.2 % 46 % 76.6 % 24
North America 24.5 % 39.5 % 96 % 137
North American Smaller Companies 23.8 % 33.7 % 93.4 % 23
UK Smaller Companies 23.2 % 39.6 % 79.3 % 81
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
VCT Specialist: Environmental 65.5 % 65.5 % 65.5 % 9
Country Specialists: Europe 59.6 % 65.1 % 260.6 % 1
Sector Specialist: Forestry & Timber 57.6 % 57.6 % 57.6 % 1
VCT Specialist: Technology 54 % 54 % 54 % 4
Data provided by Morningstar.