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Investments| Sep 19, 2014

The IMA returned to profitability in 2013

The trade body moves back into the black, according to figures released today, and reshuffles its board following the appointment of Helena Morrissey.

From Your Industry| Sep 19, 2014

Relief among advisers on Scottish ‘no’ vote

Giving clear advice to clients much easier after Scotland votes no in independence referendum.

Fixed Income| Sep 19, 2014

Skandia changes bond adviser charging after HMRC ruling

“Enhancements” follow HMRC’s recent confirmation of advice on investments linked to the offshore bond.

Equities| Sep 19, 2014

Family firms likely to outperform the market

Study from by Madrid’s IE Business School shows companies under family control outperform their counterparts across Europe and the UK.

Economic Indicators| Sep 19, 2014

Market View: Change is imminent regardless of ‘No’ vote

Market uncertainty quelled, but still many unanswered questions around the extent of devolved powers.

Economic Indicators| Sep 19, 2014

Financial markets relieved by Scottish ‘No’ vote

Sterling is rallying strongly in the currency market and it is expected that the FTSE will see similar movements throughout the day.

Economic Indicators| Sep 19, 2014

Scotland votes ‘No’ to independence

A turnout of 86 per cent makes it one of the highest in the democratic world for any election or referendum in history.

Analysis & Opinion
Blurred boundaries but now a clear path forward

Ashley WassallonYour Industry| Sep 19, 2014

Blurred boundaries but now a clear path forward

A nation united in division with some sore wounds to heal, you might think. Not so.

Many feel that the decisions taken in Westminster do not take account of their specific circumstances and so do not engage with the process

Gill Cardyon| Sep 17, 2014

Investing for outcomes is the best way forward

Apparently, investors are not interested in maximum return any more and want to invest for outcomes.

John Lappinon| Sep 15, 2014

IFAs should be eyeing up cross-border opportunities

Further devolution is on its way, regardless of the outcome of Scotland’s referendum.

FTAdviser Blogon| Sep 16, 2014

Adviser Rant: Salmond’s sums add up to disaster

No vote argument is quite easy.

More on Investments
Adviser Guides

Guide to Multi-Asset Funds

Multi-asset funds mean different things to different people.

Special Reports

Autumn Investment Monitor - September 2014

European Central Bank has taken action.

FTAdviser Blog

Advisers must stand up and say ‘no’... to providers

Week in Brief: Scottish referendum panic and relief, advisers demanding wasted time fees and poor pension service.

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

Investing for Outcomes - September 2014

In a post-RDR world investors demand a greater focus on outcomes.

FTAdviser Blog

Advisers are too passive in recommending trackers

Beta is nearly free and chasing the elusive alpha has become even more expensive.

Adviser Guides

Guide to Investing in Smaller Companies

UK Smaller Companies funds invest almost exclusively in equities, which comprise the bottom 10 per cent of the UK market.

Special Reports

Pensions and Investments – September 2014

Product providers are targeting a pensions industry now in flux.

FTAdviser Blog

I’m sticking by my ‘staggering ignorance’ on housing hubris

News Review: Confusion reigns over market statistics, but affordability issues for young buyers are irrefutable.

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

Investments| Sep 18, 2014

Nigel Whittingham leaves Square Mile to return to Africa

Co-founder of the research and consultancy firm departs “for family reasons”.

Equities| Sep 18, 2014

AXA IM’s Nigel Thomas buys ‘highly priced’ discounters

While avoiding the food retail market, AXA Investment Managers’ UK equity manager has bought discount stores.

From Mortgages| Sep 18, 2014

CML claims lending plateaued despite six-year August high

Gross mortgage lending hit £18.6bn in August, down against July but an increase against last year.

Investments| Sep 18, 2014

An independent Scotland? Here are some worst-case scenarios

Expect panic on the streets of London if Scots vote to secede, pensions boss warns.

Economic Indicators| Sep 18, 2014

Unemployment sees largest drop in 26 yrs: DWP

Private sector employment up by almost 800,000 in the last year, while those claiming benefits drops below 1m.

North American| Sep 18, 2014

US interest rates to remain low after stimulus ends

The US Federal Reserve has confirmed it will not raise interest rates for a “considerable time” after its asset purchase program ends.

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