Five and a half years ago, I decided to get some “skin in the game” and open my first stocks and shares Isa account.
Your Fund Choices 2019 provides comprehensive analysis on 201 actively managed Rated Funds and Investment Trusts selected by the Money Observer team of experts, as well as 66 passive choices. Every one has been rigorously reassessed to make sure that it still earns its place on the Money Observer Rated Funds shortlist.
Each quarter, Money Observer takes a look at our active Rated Fund list, providing a breakdown on a sector-by-sector basis.
Investors who were expecting a quiet summer may have been disappointed, as August saw a currency crisis in Turkey, record highs on the US stock market and an interest rate rise in the UK.
Yet those who backed the right funds would have made stellar gains in the month. North American smaller companies was the best-performing sector, up an average of 6.9 per cent in August, followed by technology & telecoms.
Global small-cap stocks have caught the eye after trouncing their mid- and large-cap counterparts by 2.5 per cent a year on average over the past decade. However, while returns have been impressive, they have been accompanied by higher levels of risk, with small caps registering a standard deviation almost 15 per cent higher than larger caps over the same period.
A row of solar panels may still be the image that pops into most people’s minds when they think of sustainable investing. But the socially responsible investment sector is in fact much broader, and it is steadily becoming more mainstream. Two thirds of investors would like their money to support companies that are profitable but also make a positive contribution to society and the environment, according to Triodos Bank.
Andrew Pitts delivers a review of Money Observer’s Rated Funds for the first quarter of 2018.
Pulling out of a share when it starts to fall sharply looks a good idea, at least on paper – but could it work for funds?
Markets globally had a turbulent start to the month, but investors clearly took the opportunity to top up popular holdings.
Isa investments in China and Greater China have enjoyed the highest growth, followed by European Smaller Companies.