Insights

Investment funds and trusts

Money Observer podcast: Neil Woodford - six key questions answered

What does the closure of Neil Woodfords flagship fund mean for investors?

Passive

How investors’ approach to investing has changed over the past 40 years

As an investor, how open are you to embracing emergent ideas? 

Active

Six tips to find an active fund you can trust

How to ensure that your active holdings pull their weight.

Global Markets

Why you should keep calm and carry on when stockmarkets fall

Most big market declines teach us that waiting out the storm is usually best, says Tom Bailey.

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

Investment funds and trusts

Money Observer podcast: Neil Woodford - six key questions answered

What does the closure of Neil Woodfords flagship fund mean for investors?

Passive

How investors’ approach to investing has changed over the past 40 years

As an investor, how open are you to embracing emergent ideas? 

Active

Six tips to find an active fund you can trust

How to ensure that your active holdings pull their weight.

Global Markets

Why you should keep calm and carry on when stockmarkets fall

Most big market declines teach us that waiting out the storm is usually best, says Tom Bailey.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Royal London Sustainable Leaders C Inc N/A 22.8 % 36.9 % 78.8 %
LF Lindsell Train UK Equity Inc -4.2 % 22.8 % 40.6 % 98.3 %
TB Evenlode Income B Inc -2.7 % 19.5 % 32.2 % 86 %
Franklin UK Mid Cap W Inc 0.5 % 18.5 % 38.5 % 75.6 %
ASI UK Responsible Eq I Acc -1.7 % 17.1 % 27 % 57.5 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -1.6 % 22.9 % 41.8 % 103.5 %
Aberdeen New India Ord 0.2 % 20.9 % 17.9 % 72.7 %
Fidelity Emerging Asia W Acc -1.5 % 19.7 % 27.7 % 86.8 %
Fidelity Asia W Acc -2 % 18.1 % 29.9 % 93.5 %
Stewart Investors AsiaPac Sust B Acc GBP -1.3 % 15.7 % 22.5 % 71.4 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord 4.2 % 17.7 % 43.7 % 88.4 %
Schroder UK Mid Cap Ord 4.1 % 16.8 % 41.1 % 53.8 %
JPMorgan Mid Cap Ord 3.3 % 14.3 % 36.5 % 90 %
Fidelity Special Values Ord 0.9 % 7.8 % 42.1 % 84.7 %
Baillie Gifford UK Growth -6.6 % 5.3 % 15.7 % 33.4 %
Data provided by Morningstar.

View of the day

Global Markets

US-China trade war and Brexit: are these two sagas without end?

Kingswoods Rupert Thompson assesses two sources of volatility.

United Kingdom

Brexit: a pivotal moment in the negotiations

The exuberant response from financial markets to last week’s political developments reasonably reflects the diminishing probability of a no-deal Brexit.

Global Markets

Silo-busting firms unlock innovation

Three well-known companies are cited as examples of how big businesses are challenging silos.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 20.1 % 53.4 % 138.2 % 19
China/Greater China 18 % 27 % 78.6 % 24
UK Index Linked Gilts 15.9 % 13.1 % 48.7 % 17
Asia Pacific Excluding Japan 14.8 % 19.5 % 59.8 % 113
Unclassified Sector 14 % 26.1 % 42.6 % 83
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
Sector Specialist: Forestry & Timber 73.4 % 73.4 % 73.4 % 1
VCT Specialist: Environmental 60.1 % 60.1 % 60.1 % 9
VCT Specialist: Technology 55.5 % 55.5 % 55.5 % 4
Property Direct - Europe 53 % 53 % 53 % 10
Data provided by Morningstar.