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Home > Investments

Investments

Top Story

Equities| Oct 24, 2014

Rathbones calls for ‘risk rated’ IMA fund sector

Rathbones’ chief executive “would love to see” a sector for risk rated funds.

Economic Indicators| Oct 24, 2014

US high-yield ‘bubble’ is deflating

More pain predicted for investors as the credit spread on US bonds rises to 430 basis points.

Multi-Asset Funds| Oct 24, 2014

Veteran manager Yarrow stirred by ‘perfect storm’

TB Wise Income fund manager says falling markets have given him new investment ideas.

From Pensions| Oct 24, 2014

10 things you need to know from this week’s news

Week in Brief: Pension reform rumbles on, fresh advice firm fraud probe, and momentum for protection reforms.

ETFs & Trackers| Oct 24, 2014

Trackers outpacing ETFs in adviser passive push

Exchange-traded fund use on the up, but many IFAs unconvinced by benefits over traditional passives.

Economic Indicators| 11:07

UK GDP grows 3% year on year

Positive numbers backed by services and construction growth.

Investments| 10:43

UK growth 3% higher than third quarter a year ago

Econmic growth increased by 0.7 per cent which was down on previous quarter but stronger than a year ago.

Analysis & Opinion
Defection of top talent spells trouble for asset managers

John Kenchingtonon| Oct 20, 2014

Defection of top talent spells trouble for asset managers

We could be moving towards a fund manager-led investment industry.

The death of the asset management giant is surely inevitable.

Investments| Oct 06, 2014

Morningstar View: Perils of short-termism

Focus on short-term investing will not deliver the best returns.

FTAdviser BlogonMulti-Asset Funds| Oct 14, 2014

Adviser Rant: Lots of fund choice, but where’s the quality?

When does the FCA have a duty of care to step in and enforce consolidation?

John Kenchingtonon| Oct 13, 2014

You’d be bonkers to be bullish on bonds

The outlook for bonds is pessimistic to say the least.

More on Investments
Adviser Guides

Guide to Property Investing

Every day seems to deliver another set of data revealing increasing property prices in the UK.

Special Reports

Platforms - October 2014

Why platform tools are proving their worth and the results of Investment Adviser’s annual platform survey.

FTAdviser Blog

We need to do away with quartile rankings

The goal of beating the competition is outdated and should be replaced.

Adviser Guides

Guide to Multi-Asset Funds

Multi-asset funds mean different things to different people.

Special Reports

Multi-Asset Strategies for Advisers - October 2014

Pension changes open up new avenues for advisers, while passive fund demand could shift product focus.

FTAdviser Blog

In the past two years, EISs have become more attractive

I just wanted to highlight one area where the article seemed to be out of line with the reality we see in our daily practice.

Adviser Guides

Guide to New Isas

More than perhaps ever before, it is vital for advisers to choose an Isa wisely to ensure their clients do not miss out.

Special Reports

Passive Investing - October 2014

Paying extra for active fund management does not always guarantee a good return.

FTAdviser Blog

What do you make of the Tories’ tax giveaway?

Week in brief: Conservative party policy dominates news agenda.

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

Emerging Markets| Oct 24, 2014

SLI to close Ignis China fund

Company states the offshore fund is no longer “economically viable”.

From Your Industry| Oct 24, 2014

Axa Wealth sees funds under management jump 10%

Firm re-states commitment to engagement with advisers.

Emerging Markets| 08:33

China sees decline in residential property prices

Figures show price fall of up to 1.9 per cent in some cities in September.

Multi-Manager Funds| 08:14

‘Value to be had’ in Japanese equities

Multi-manager acknowledges there has been some “very mixed economic data” out of Japan.

Property| Oct 23, 2014

Henderson moves to take on OMGI UK Property fund

Group says it has proposed to take on Old Mutual UK Property and will seek to merge it into its £2.3bn UK Property fund.

Investments| Oct 23, 2014

Aviva Investors hires Diebel as head of rates

Group hires Charlie Diebel from Lloyds Bank to work on fixed income strategy.

More on FTAdviser
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