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Top Stories

Your Industry| 15:56

Fos rules Propertybourse recommendation unsuitable

Adviser said he felt as cheated as his client, but agreed “as an unregulated investment it was unsuitable”.

Top Stories

Investments| 12:33

Columbia Threadneedle’s Harrison to retire

Exit prompts equity department reshuffle.

Top Stories

Investments| 11:49

Six investment themes more important than Brexit

Fund managers weigh in on the key issues investors should be really worried about ahead of the In/Out vote

In Focus
Latest news

Investments| 15:57

Guinness targets 25% returns with oil & gas launch

Former M&G analysts joins Guinness to work on portfolio

Your Industry| 15:56

Fos rules Propertybourse recommendation unsuitable

Adviser said he felt as cheated as his client, but agreed “as an unregulated investment it was unsuitable”.

Mortgages| 15:40

Treasury completes Northern Rock mortgage sale

Portfolio sold for £280m more than their book value, with government now only holding 15 per cent of the former bank’s assets.

Investments| 15:28

Larger managers at risk of outflows: Pridham

Bigger firms dominate in terms of gross sales, but could be vulnerable.

Your Industry| 13:52

Alliance Trust Savings completes Stocktrade deal

Platform’s total assets under administration now stand at £11.5bn across over 100,000 customer accounts.

Investments| 12:33

Columbia Threadneedle’s Harrison to retire

Exit prompts equity department reshuffle.

Analysis & opinion

Tony Hazellon| May 04, 2016

Altmann: on a collision course with Osborne

The pensions minister knows what needs to be done, unlike most in the out-of-touch Government.

Baroness Altmann understands pensions and knows what is needed

Jeff Prestridgeon| May 04, 2016

Facts not favours

There is no symbiotic relationship between the financial media and the fund industry. My job is to inform and educate readers, not to keep things...

Dan Joneson| May 03, 2016

Time to rethink global funds’ struggles

Global portfolios’ relative performance is beholden to US equity indices.

FTAdviser Blogon| May 03, 2016

When is a fund sustainable?

Investors still face difficulties in finding a large pool of ESG-friendly portfolios.

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Funds & data

 

Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

Money Management Fund Statistics

Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

An old fashioned recipe

Leader: The average clients likes to swipe a screen and may see the average IFA as a luxury

FAMR: supporters, doubters and shouters

Why we think FAMR is an important step.

Greater value for less

What is the value-seeker’s mantra when it comes to making a purchase?

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Adviser Guides
Ifa Industry

IFA Industry

Guide to CGT and Trusts

Given the constant tinkering with capital gains tax (CGT) liabilities it is important to revisit your client’s financial arrangements.

Ifa Industry

IFA Industry

Guide to the Financial Advice Market Review

The final report of the Financial Advice Market Review outlined ways to reduce the cost of advice and bring it back to the masses.

Funds And Data

Funds And Data

Guide to smart beta

How you can explain the complications of smart beta clearly and use it in your clients’ portfolios.

Insurance

Insurance

Guide to over-50s life insurance

Life insurance is evolving to meet the needs of the growing group of those aged 50 plus who are increasingly living longer - and facing more costs.

See all guides

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