Active funds

Your Fund Choices 2019: how to order

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 64 passive choices. Every one has been rigorously reassessed to make sure that it still earns its place on the Money Observer Rated Funds shortlist.

US and tech funds continue to lead the way in August

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.

Small cap ETFs offer long-term gains

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.

Sustainable investing: should you go active or passive?

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.