Investor sentiment for developed markets has weakened, with some major indices displaying the dreaded ‘death cross.
It has been a busy and somewhat unnerving time for investors in the period since our last review in February’s issue, which focused on the performance of the Money Observer model portfolios throughout 2017.
Nerves over Brexit resulted in a UK equity income fund sell off during the first quarter of 2018.
Each quarter Money Observer takes a look at our active Rated Fund list, providing a breakdown on a sector-by-sector basis.
Most investment trust management groups seek to play down the importance of individual managers, typically by talking about their strong investment processes and team-based approach.
Investing famously puts your capital at risk, which is why some investors use a stop-loss strategy to mitigate against heavy share price declines.
UK equity funds have experienced outflows over the past year, but the best performing fund is up 36 per cent.
It has been seven years in the making and runs to 1.4 million paragraphs, but will the European Union’s new Markets in Financial Instruments Directive (Mifid II) have any impact on private investors?
The UK smaller companies fund sector is historically a strong performer on a long-term view. Over the past 10 years to 14 February, it has returned more than any other UK sector for its investors.