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From Your Industry| Apr 17, 2014

European Wealth to list following ‘reverse acquisition’

European Wealth said the listing will allow it to raise money to make further acquisitions.

Discretionary Management| Apr 17, 2014

Discretionary managers back UK property and equities

Upbeat forecasts for the UK prompts managers to target commercial property and equities.

UK| Apr 17, 2014

Strong first full year for Brazier on Threadneedle trust

Threadneedle UK Select trust manager doubles index return in first full year as manager.

Equities| Apr 17, 2014

Sarasin to rename AgriSar fund and cut fees

Sarasin AgriSar fund to be renamed as Sarasin Food and Agriculture Opportunities fund as group scraps performance fee and lowers annual charge.

European| Apr 17, 2014

Upturn in Europe pays off for Neptune’s Burnett

Neptune manager admits he was ‘too early’ to back European economic recovery

Economic Indicators| Apr 17, 2014

Indian election sees 814m go to polls

Election expected to trigger major reforms if popular opposition leader takes power

Investment Trusts| Apr 17, 2014

Canaccord reinstates Murray International trust as ‘buy’

Stockbroker upgrades rating for Bruce Stout’s £1.4bn equity trust after tough period last year.

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 Budget 2014

Chancellor George Osborne boasted tax changes to benefit “the makers, the doers, and the savers”.

Special Reports

Property Investing - April 2014

The prevailing wisdom appears to be that the supply-demand imbalance alone should keep things moving up for a time yet.

FTAdviser Blog

Why it could be time to start heeding the warning signs

Markets appear to be rising in the face of political and economic upheaval, but the likelihood of a correction is growing.

Adviser Guides

Guide to Exchange-Traded Products

Since the first ETP launched in 1993, the industry has undergone tremendous growth.

Growth in Exchange-Traded Funds - April 2014

Passive investing is nothing new, and exchange traded products (ETPs) are just one part of the asset class – but they are certainly a growing part.

FTAdviser Blog

ABI hits back over claims it knew of botched FCA probe

Week in Brief: FCA comes under siege from all sides over ‘disorderly market’.

Adviser Guides

Guide to Enterprise Investment Schemes

The Enterprise Investment Scheme is a government initiative designed to help smaller higher-risk companies.

Special Reports

Platforms - April 2014

Most platforms are making money – and Budget reforms mean the market is set for further growth.

FTAdviser Blog

Guest blog: Mark Neale on value for money in the FSCS

FSCS chief executive explains the scheme’s structure and outlines plans for an online claims service.

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| Apr 17, 2014

Jupiter trust halves discount despite Nutt’s exit

Jupiter Dividend & Growth trust increases NAV as Alastair Gunn takes over from Tony Nutt.

Tax Efficient Investments| Apr 17, 2014

Octopus sees year-round VCT inflows

Clients are no longer flocking to venture capital trusts just during the Isa season but are considering their merits all year round, Mike Piddock...

Wraps & Platforms| Apr 17, 2014

Cofunds cut fees to retain advisers

Cofunds has been forced to cut pension charges to stop advisers ditching the platform for cheaper competitors and is set to launch more tools for...

Tax Efficient Investments| Apr 17, 2014

Growing demand boosts VCT funds raised

Venture capital trusts raised £435.7m in the 2013-14 tax year, including enhanced share buybacks, up 8 per cent on the year before, figures from...

Economic Indicators| Apr 17, 2014

Morning papers: Budget guidance to include life expectancy

The morning headlines brought to you by FTAdviser: 17 April 2014.

Discretionary Management| Apr 17, 2014

Brooks Macdonald’s discretionary FUM up 4.2%

Despite flat markets in Q1, Aim-listed wealth manager says business has made good progress in growing assets under management in all areas.

More on FTAdviser
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