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Investments

Top Story

Multi-Asset Funds| 15:46

Miton to close David Jane’s Global Diversified Income fund

The £5.2m fund, originally run by Martin Gray, closed due to lack of interest from investors.

Fixed Income| 15:46

Greg Hopper takes on the Swip High Yield Bond fund

Aberdeen head of global high yield replaces Steven Logan and the recently-departed Kevin Mathews.

Multi-Manager Funds| 15:17

Schroders to host Q&A roadshow for advisers

Schroders aiming to provide insight for advisers across the country

Investments| 15:12

Aviva promotes head of equities David Lis to CIO role

David Lis to be chief investment officer for equities and multi asset, reporting to chief executive Euan Munro.

Multi-Manager Funds| 15:10

Fund Selector: Is the recovery sustainable?

We believe there are structural issues that will challenge further growth and job creation

Investment Trusts| 14:41

Japan underweight boosts Murray International

Decision to largely avoid Japan cited as key driver behind performance in first half of trust’s year.

Multi-Manager Funds| 14:39

Rock trims ‘quite big bets’ in asset classes

Unclear investment outlook spurs Architas multi-manager to reduce size of calls.

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 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

Investing in Currencies - September 2014

In light of recent volatility in currency markets, what should investors be looking for?

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.

Adviser Guides

Guide to Investing in Technology

Technology is a specialist area that offers a strong growth opportunity for those able to back the right minds.

Special Reports

Investing in Emerging Markets - August 2014

Why are emerging markets back in play?

FTAdviser Blog

Should advisers be on the hook for big firm compensation?

Week in Brief: Sesame will not follow Ashley Law, GARs in TCF spotlight and Mas’ complex relationship with advisers.

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 the US - August 2014

Has the US economy done enough to sustain continued outperformance?

FTAdviser Blog

Platforms to gain from RDR direct price disparity

News Review: Managers take a larger slice of direct fees, showing it does not pay to cut out the middle-man.

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

Equities| 14:37

Invesco’s Taylor boosts cyclicals and reduces ‘bond proxies’

Manager of the European Equity fund has increased exposure to stocks such as Spanish bank Caixa.

Wraps & Platforms| 11:40

Aegon’s platform business passes £2bn mark

Figure split between £1.5bn on Aegon Retirement Choices and £500m on One Retirement.

UK| 11:39

Scottish vote weighs on the financial services sector

With the Scottish referendum vote less than a month away, financial firms must consider their options to deal with the challenges a ‘yes’ vote...

Wraps & Platforms| 11:36

Platform View: Suitable investment options

How is acquiring funds from a platform any different to buying a sandwich at M&S?

Wraps & Platforms| 10:36

Standard Life sees discretionary inflows hit £125m

Discretionary service now has 18 managers and in talks with further firms.

Multi-Asset Funds| 10:21

Threadneedle hires strategist for Nangle’s team

Maya Bhandari joins from Citigroup, where she was a director of global macro strategy & asset allocation.

More on FTAdviser
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