The ability of investment funds and trusts to provide investors with a regular and growing income is often underrated. Many investors still regard them as a way of accumulating capital, rather than as a means by which they can use capital to supplement their income. Yet for many of the 2019 Money Observer Rated Funds, income generation is one of the primary objectives; and historically they have proved they can deliver.
These are seat-of-the-pants times for investors. When the global economic and political environment is so fragile that it imperils the profitability of global titans such as Apple and Samsung, it is a time for everyone to take note. The start of 2019 may have brought more realistic stock valuations, but everything from the US/ China trade war to Brexit to the rise of global populism casts a long shadow over financial markets.
With more than 3,000 active funds to choose from, investors face an uphill task to identify the cream of the crop – and risk paying a premium for mediocre performance.
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.
Andrew Pitts delivers a review of Money Observer’s Rated Funds for the first quarter of 2018.
Last March we suggested three Rated Fund portfolios to generate an income of £10,000. Here's how they performed.
Just over one third of our Rated Funds have delivered returns in excess of 10 per cent since the start of 2017. We take a look at the leaders and laggards.