According to new research, four out of the 10 top-performing UK funds over the past five years charge investors more than 1 per cent a year.
Rosemary Banyard explains how her freedom and flexibility at her trust inspires her to make the most of market volatility.
Despite a volatile month for equity markets, the investment trusts bought in April remained largely unchanged from the previous month.
The old adage may not always hold, but those who want to follow it can find some tips here.
These awards focus on trusts that have best rewarded investors contributing monthly over five years – long enough to iron out the up and downs in a trust’s share price compared with its net asset value.
Global generalist trusts
Contenders: Trusts from the global and global equity income sectors with at least 70 per cent of assets invested outside the UK
Three recent new launches have capitalised on the thirst for yield in very different ways. Cherry Reynard outlines their approaches.
We spell out the ‘red flags’ that fund investors should keep an eye on when weighing up Money Observer’s Rated Fund list.
Both our portfolios have continued to beat their index benchmarks in an unexpectedly challenging quarter.
When markets are reeling, it can be rewarding to check the merits of actively managed funds bucking the trend.