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Home > Investments


Top Story

Property| 11:27

Threadneedle scrutinising size of Jordison’s property fund

Threadneedle is “monitoring the liquidity” of Don Jordison’s UK Property fund following high inflows.

From Your Industry| 12:19

Financial Ltd threatens advisers’ independence over Ucis

Network also talks up recent accounts and puts a brave face on confirmed increase in PI insurance.

ETFs & Trackers| 08:46

Henderson halves price on “outlier” passive fund

Henderson UK Tracker fund cost halved in price to bring it in line with other funds.

Economic Indicators| 08:42

Nikkei moves higher as Japan expands monetary stimulus

Bank of Japan announces expansion of its quantitative and qualitative easing (QQE) programme.

Investments| 08:23

Axa’s Iggo forecasts new method of bond dealing

Fixed income manager suggests new approach to liquidity issues is needed.

Investments| 08:22

Stakes in insurance help Newman

Henderson manager’s performance aided by long positions in firms such as Phoenix and L&G.

Investments| 08:17

A ‘get rich slow’ mentality

Patience is a virtue, say the advocates of long-term investing.

Analysis & Opinion
The worst absolute return funds must be shown the door

John Kenchingtonon| Oct 27, 2014

The worst absolute return funds must be shown the door

It’s time for the industry to get tough on funds that don’t deliver.

In the credit crisis of 2008, many UK investors were burned by absolute return funds that had promised to protect them from market falls

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.

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?

More on Investments
Adviser Guides

Guide to ‘Strategic’ Bond Funds

‘Strategic’ bond funds are a relatively new breed of fixed interest fund.

Special Reports

Investment Adviser 100 Club Awards - October 2014

The winners of Investment Adviser’s third annual 100 Club awards have been revealed.

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The goal of beating the competition is outdated and should be replaced.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

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

Special Reports

Discretionary Fund Management - October 2014

DFMs can concentrate on investing, while advisers focus on wealth planning.

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 Multi-Asset Funds

Multi-asset funds mean different things to different people.

Special Reports

Platforms - October 2014

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

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

Investment Trusts| Oct 30, 2014

Schroders keeps UK Growth trust after Dean’s exit

After holding a beauty parade, the board of Schroder UK Growth has assigned a new fund manager; group drops management fee.

Wraps & Platforms| Oct 30, 2014

Advisers say platform cost more important than ease of use

Survey from The Platforum finds more advisers choose a platform based on low charges than on ‘usability’.

From Your Industry| Oct 30, 2014

SJP new business sales buoyed by Isa interest

Funds under management have reached £49.1bn, up 17 per cent over 12 months.

Investments| Oct 30, 2014

LGIM slashes charges on index fund range

Another asset manager slashes charges on index funds as pricing war rages on.

Investment Trusts| Oct 30, 2014

BlackRock to take on F&C’s British Assets trust

The board of British Assets proposes a switch in strategy to a multi-asset income focus, with Blackock taking on the management of the trust.

Investments| Oct 30, 2014

Tax rules threaten endowment market

Financial Act 2013 will force policyholders to surrender policies at low cost

More on FTAdviser
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