Insights

Model Portfolio Review: Growth stocks propel models back to black

As global markets continue upwards, all of our models are back in the black, so we are banking some profits and adding a few new faces.

Global Developed Markets

Which were the best-performing Rated Funds over the second quarter?

Investment trusts dominate the list of best-performing Rated Funds in the second quarter of 2018.

Equities

Murray Income investment trust: seeking strong and stable dividend payments

Charles Luke, manager of Murray Income investment trust, talks to Tom Bailey about some of the shares the trust has recently been buying and selling.

Global Emerging Markets

Investing in a country-specific fund – the risks and rewards

Tom Bailey considers what investors need to look out for in emerging and frontier market funds that invest in one country – and how to ride out the expected volatility.

Insights

Model Portfolio Review: Growth stocks propel models back to black

As global markets continue upwards, all of our models are back in the black, so we are banking some profits and adding a few new faces.

Global Developed Markets

Which were the best-performing Rated Funds over the second quarter?

Investment trusts dominate the list of best-performing Rated Funds in the second quarter of 2018.

Equities

Murray Income investment trust: seeking strong and stable dividend payments

Charles Luke, manager of Murray Income investment trust, talks to Tom Bailey about some of the shares the trust has recently been buying and selling.

Global Emerging Markets

Investing in a country-specific fund – the risks and rewards

Tom Bailey considers what investors need to look out for in emerging and frontier market funds that invest in one country – and how to ride out the expected volatility.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
CFP SDL UK Buffettology Inst Inc 2.78 % 27.5 % 72.11 % 130.63 %
Baillie Gifford UK Equity Alpha B Inc 0.39 % 25.26 % 49.01 % 64.22 %
CFP SDL Free Spirit General (Inc) 1.68 % 22.46 % N/A N/A
Marlborough UK Multi-Cap Growth B Inc 0.82 % 19.11 % 57.64 % 94.82 %
Standard Life UK Opportunities Platform 1 Acc 1.08 % 18.53 % 34.54 % 71.87 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Fidelity China Special Situations Ord -4.12 % 14.23 % 73.43 % 189.12 %
Janus Henderson China Opportunities I Acc -6.05 % 11.28 % 69.82 % 126.97 %
Fidelity Asia W Acc -2.86 % 8.71 % 66.06 % 97.13 %
Fidelity Emerging Asia W Acc -1.24 % 8.06 % 57.03 % 91.61 %
Smith & Williamson Far Eastern Inc&Gr B -1.85 % 8.01 % 62.77 % 84.08 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Manchester & London Ord -0.94 % 48.82 % 133.68 % 108.12 %
Artemis Alpha Trust Ord 2.47 % 29.42 % 34.59 % 37.54 %
Henderson Opportunities Ord 1.36 % 25.78 % 15.05 % 87.08 %
JPMorgan Mid Cap Ord 1.41 % 25.17 % 44.4 % 114.1 %
Crystal Amber Ord 6.59 % 24.97 % 52.18 % 95.5 %
Data provided by Morningstar.

View of the day

Equities

Rethinking multi-asset income investing as we enter the riskier stage of the cycle

The first half of 2018 has not been easy going for multi-asset income investors. What should investors to do in this high risk, low-return environment?

Europe excluding UK

​​​​​​​European economic risks primer: Richlandia and Poorlandia

The problem for investors is that the euro breakup is a perennial and omnipresent risk, but equally consistently fails to materialise. Is the grenade a dud? 

Middle East and Africa

Why we remain invested in Turkish bonds

While we anticipate further vulnerability following the re-election of Erdoğan, we maintain a positive view on both hard currency and local currency bond.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Technology and Telecommunications 19.76 % 78.18 % 133.21 % 19
North American Smaller Companies 18.21 % 63.71 % 94.92 % 19
Personal Pensions 17.38 % 27.3 % 14.17 % 0
UK Smaller Companies 15.54 % 49.11 % 93.87 % 74
Japanese Smaller Companies 15.17 % 83.67 % 113.99 % 8
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Sector Specialist: Litigation 183.56 % 5.72 % -5.67 % 1
Sector Specialist: Tech Media & Telecomm 37.37 % 133.18 % 112.49 % 4
Japanese Smaller Companies 29.44 % 102.36 % 149.94 % 3
Sector Specialist: Utilities 29.07 % 17.47 % 17.47 % 4
Property Securities 25.69 % 61 % -99.15 % 1
Data provided by Morningstar.