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Home > Investments


Top Story

Multi-Asset Funds| Jul 31, 2014

Threadneedle launches multi-asset income fund for Nangle

Threadneedle Global Multi Asset Income launched in response to recent UK pension reforms.

Alternative Investments| 08:13

Man Group earnings nudge up as costs falls

Hedge fund reports overall assets under management reaching $57.7bn.

Investments| Jul 31, 2014

Henderson to rename its Global Strategic Capital fund

Subject to FCA approval, the fund’s investment policy, pricing and sector will also be altered.

UK| Jul 31, 2014

Axa closes gilt fund due to low yields

John Madziyire’s Sterling Gilt fund will close on September 8, but he will continue to run the Sterling Long Gilt fund.

Economic Indicators| Jul 31, 2014

Eurozone inflation dips to just 0.4% in July

The last time inflation in the currency bloc were this subdued was in October 2009.

From Mortgages| Jul 31, 2014

House price growth hit by MMR measures

House prices records its fifteenth successive monthly increase in July, but growth slows partly due to MMR impact.

UK| Jul 31, 2014

Assets hit £271.5bn at Schroders

Schroders announced record AUM in its half-year results as it continued to integrate the wealth management business of Cazenove Capital.

Analysis & Opinion
Using a fundamental research process in Africa

Emerging Markets| Apr 14, 2014

Using a fundamental research process in Africa

Sonal Tanna, the manager of the JPM Africa Equity fund, buys up companies based on their fundamental merits.

The investment case for Africa is based on three key things: demographics, natural resources and infrastructure spending

Emerging Markets| Apr 14, 2014

Fund Review: Frontier markets

Frontier markets seem to be exhibiting the kind of growth last seen in emerging markets two decades ago.

Emerging Markets| Apr 14, 2014

Middle East and North Africa fund uses Garp approach

Manager of the Baring MENA fund, Ghadir Abu Leil-Cooper, looks for growth at a reasonable price.

From Your Industry| Apr 03, 2014

Clarity on costs is in everyone’s interest

The retail distribution review has brought about a renewed focus on charging structures at both the fund provider and adviser level.

More on Investments
Adviser Guides

Guide to Split Capital Investment Trusts

This guide looks at how split capital investment trusts work, the pros and cons of the vehicle and the regulatory stance in 2014.

Special Reports

Investing in Mena - July 2014

The Middle East and North Africa (Mena) is always hitting the headlines but is there any investment potential?

FTAdviser Blog

Fos decision on Harlequin must be tip of iceberg

Fos tells adviser to take ownership of the Harlequin investment and to compensate the investors in full.

Adviser Guides

Guide to Risk-Rated, Targeted and Managed funds

Risk-defined funds provide investors and advisers with a firm indication of the level of risk they are aiming to take.

Special Reports

Investment Adviser 100 Club - July 2014

The members of the 2014 Investment Adviser 100 Club are announced, with some interesting results.

Multi-Asset Funds

I’ll give outcome-orientated solutions a chance... for now

It sounds like yet more marketing fluff, but the principle of assessing funds on the basis of their outcomes is a good one

Adviser Guides

Guide to Fixed Income Funds

Fixed income is a term that refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount at...

Special Reports

Platforms - July 2014

RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

Economic Indicators

Advisers can curb the bad investment instincts of clients

Clients are upping risk after a long period of gains in markets meaning advice has a chance to prove its worth.

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.

More News

Alternative Investments| Jul 31, 2014

Jupiter reunites former Swip manager with Clunie

Ivan Kralj joins Jupiter to work with James Clunie (pictured) on the Jupiter Absolute Return fund.

Economic Indicators| Jul 30, 2014

Bezalel is Jupiter’s new galactico as old guard bows out

Strategic bond fund manager becomes British thoroughbred fund house’s passport to global relevance.

Wraps & Platforms| Jul 30, 2014

Flat pricing sees Alliance shed small clients for HNWs

Investment in technology hoped to boost adviser assets next year.

Investment Trusts| Jul 30, 2014

Advisers have not broadened horizons post-RDR

Lack of specialist knowledge and access on major fund networks blamed for muted trust take-up.

Savings & Isas| Jul 30, 2014

Skipton extends Nisa top up window

The building society claims it was the first UK financial institution to announce it was prepared for the Nisa.

North American| Jul 30, 2014

US growth rebounds by 4 per cent in second quarter

US growth smashes expectations, while the depth of the contraction in the first quarter was reduced.

More on FTAdviser
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