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Home > Investments


Top Story

Alternative Investments| Jul 25, 2014

Rlam plans absolute return bond launch

Asset manager confirms plans are in development for new vehicle for managers Paul Rayner and Darren Bustin.

Equities| Jul 25, 2014

F&C Managed Portfolio Trust grows thanks to UK mid-caps

Holdings in trusts including those run by Schroders’ Andy Brough (pictured) helped boost performance.

Fixed Income| Jul 25, 2014

‘Cov-lite’ credit warning

Does the boom in ‘covenant-lite’ loans spell the return of risky lending strategies?

From Regulation| Jul 25, 2014

FCA sounds warning over bond fund ‘risks’

Regulator tells consumers to seek professional advice if they do not fully understand corporate bonds.

Economic Indicators| Jul 25, 2014

UK economy finally surpasses pre-crisis peak

Economic growth in the UK hits 0.8 per cent in the second quarter of the year.

Asia Pacific| Jul 25, 2014

Awdry snaps up Chinese property stocks

Henderson’s China manager backs property companies and state-owned enterprises on back of improving economic data.

Multi-Asset Funds| Jul 25, 2014

Miton multi-asset funds post H1 outflows of £183m

Fund management group says equity fund inflows offset by outflows from defensively positioned multi-asset portfolios.

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

Investment Adviser 100 Club - July 2014

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

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

Platforms - July 2014

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

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

Investment approaches - July 2014

Human nature inevitably leads to some kind of investor bias, but does understanding these style exposures make investors less vulnerable?

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

Investment Trusts| Jul 25, 2014

Market rotation drags on Alliance Trust performance

Investment trust increases dividend by 3 per cent but notes switch from ‘growth’ to ‘value’ stocks has impacted its equity portfolio.

Property| Jul 24, 2014

Property to benefit from Budget changes: Equiniti

Pension administrator predicts housing boom as at-retirement rules are relaxed.

Tax Efficient Investments| Jul 24, 2014

Unicorn VCT approaches £100m with latest offering

Group sees strong support for vehicle which invests in early stage companies.

Investment Trusts| Jul 24, 2014

AIC announces speakers for adviser seminar roadshow

Trade body will tour the UK with key investment trust managers.

Property| Jul 24, 2014

Property ‘the perfect inflation hedge’

Expected 6-8 per cent return in developed markets will be ideal hedge, says SLI .

Economic Indicators| Jul 24, 2014

Banks face big change in accounting for losses

It’s still not exactly sexy, but for banks and accountants this is big news.

More on FTAdviser
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