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Home > Investments


Top Story

UK| 11:37

Schroders and M&G funds may exit IA sectors

Inclusion of groups’ funds dependent on final decisions over membership status.

From Your Industry| 15:13

Ratings agency warns on fund capacity risks

New report admits most large funds have still performed fairly well as assets under management burgeon.

UK| 13:29

Artemis profits jump by a third as AUM hits £20bn

Assets under management rise £3bn to support rise in revenues.

Wraps & Platforms| 12:58

Nutmeg makes £5.2m loss ahead of advice move

Online investment manager Nutmeg says significant investment will continue to be made in infrastructure.

UK| 11:37

Old Mutual brings Ethical fund in-house

Mandate switches from Impax Asset Management to Quilter Cheviot.

From Mortgages| 08:46

Annual house price growth slows down: Halifax

Home sales reach a new 18-month high, data reveal.

Multi-Asset Funds| 08:45

Market turmoil triggers adviser multi-asset demand

Liontrust also continues to focus on alternatives.

Analysis & Opinion
Is margin pressure leading firms down the wrong path?

Dan JonesonUK| Oct 05, 2015

Is margin pressure leading firms down the wrong path?

The challenge here was highlighted by PricewaterhouseCoopers last week.

What, though, is the real threat from these businesses?

Dan JonesonInvestments| Sep 28, 2015

Alliance Trust can learn lessons from former Ignis chief

My predecessor took a hard line on the company over its battle with hedge fund Elliott Advisors.

John LappinonWraps & Platforms| Sep 28, 2015

Floundering platform owners have a choice

Financial advisers should be running scenarios in case a platform comes unstuck.

Savings & Isas| Sep 17, 2015

Cash no longer king

The rise of cryptocurrencies such as Bitcoin will eventually lead to cashless societies across the globe, but this will bring its own challenges

More on Investments
Adviser Guides

Guide to Japanese Equity Funds

This guide will look at the pros and cons of a Japanese equity fund being managed overseas.

Special Reports

Investing in Agriculture - October 2015

Headwinds threat piles pressure on a weakened sector.

FTAdviser Blog

Dispelling the myths associated with P2P lending

‘Disintermediation’ makes P2P financially rewarding, according to Kevin Caley of ThinCats.

Adviser Guides

Guide to European Smaller Companies Funds

These funds offer exposure to a broad portfolio of innovative and fast-growing firms.

Special Reports

Investing in Oil - September 2015

Oil movements continue to confound and confuse markets.

FTAdviser Blog

New challenges, mixed with some familiar themes

August’s reputation as a quiet month has taken a knock this year.

Adviser Guides

Guide to Summer Budget 2015

During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

Special Reports

Autumn Investment Monitor - September 2015

For once, ‘sell in May and go away’ was good advice.

FTAdviser Blog

Technology is an opportunity for advisers, not a threat

With more options than ever, advisers must take advantage of technology and broaden their client base, urges discretionary manager.

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| 08:45

Schroders veteran Banyard to depart

Rosemary Banyard is to explore new opportunities.

Investment Trusts| 08:11

Experts give cautious welcome to Alliance’s major overhaul

But Charles Stanley’s Peters notes the trust’s performance target is ‘unambitious’.

Fixed Income| 08:11

Bezalel slashes high-yield exposure

Fear that US credit cycle has turned prompts 20pp cut to Jupiter manager’s exposure.

Fixed Income| 08:10

Dickie Hodges doubles cash position to 25%

Concerns over a lack of opportunities prompt manager’s decision on Nomura bond fund.

Equities| Oct 05, 2015

Gam pivots to less volatile asset classes

Team turns to fixed income, absolute return and property, having trimmed equity exposure.

From Mortgages| Oct 05, 2015

House price confidence stays high despite rate expectations

A further fall recorded in the proportion of Brits who think it will be a good time to buy in 12 months’ time.

More on FTAdviser