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Investments

Top Story

Fixed Income| 12:00

Invesco bolsters fixed interest team with trio of hires

Henley-based group adds resources to its well-known bond team with three appointments.

European| 15:04

Morningstar downgrades Burnett’s European fund

Morningstar has downgraded Rob Burnett’s European Opportunities fund.

Investments| 11:34

SLI hires equity head Fowler from BNP Paribas

Scottish-based group says Gerry Fowler will join its multi-asset team.

Equities| 11:31

Funds listed on LSE raise most money for a decade

In the first half of 2015 14 funds raised £2.3bn

Wraps & Platforms| 10:30

Novia to launch offshore platform in August

Around £6.5m is invested in the development of Novia Global.

Investments| 08:49

Markets take Greek default in their stride for now

Global markets make small gains in spite of Greece’s missed repayment to the International Monetary Fund, except for China.

Economic Indicators| 08:47

Last minute Greek bailout rejected by EU finance ministers

Greece also misses latest payment to the International Monetary Fund last night.

Analysis & Opinion
Investors should take another look at misfiring Aim

John KenchingtononYour Industry| Jun 29, 2015

Investors should take another look at misfiring Aim

If smaller shares almost always do well, what went wrong with Aim?

I wonder if it might be time for investors to move on and start to consider Aim on its modern-day merits

Multi-Asset Funds| Jun 26, 2015

Draining the punchbowl

As bonds are at historic lows, investors are turning to other assets that have been buoyed by low interest rates.

Kerry Craigon| Jun 24, 2015

‘Get used to it’

Europe: A combination of illiquidity and volatility in the markets has added a measure of uncertainty that is a sign of our times, Mario Draghi has...

John KenchingtononFixed Income| Jun 22, 2015

Bond fund crunch will place investors in a tight squeeze

The more investors see other investors heading to the exit, the more they want to join in. Panic takes hold.

More on Investments
Adviser Guides

Guide to the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

Special Reports

Half-Year Review - June 2015

At the mid-way point in 2015, equities seem to be making gains while the bond market is set for more volatility.

FTAdviser Blog

Time to retire the pension?

One thing is clear: pensions are at a crossroads.

Adviser Guides

Guide to Blended Retirement Solutions

Savers are increasingly using a wide range of retirement income sources.

Special Reports

Investing in Asia - June 2015

Policy changes in China and Japan are hitting the mark for Asian investors.

FTAdviser Blog

Delivering value means industry must keep innovating

Some platforms have spent little time evolving propositions and are ill-equipped to respond to advisers’ changing needs.

Adviser Guides

Key Adviser Issues in Budget 2015

Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

Special Reports

Summer Investment Monitor - June 2015

Monetary policy divergence and the price of oil have brought unpredictability to markets.

FTAdviser Blog

Pension freedom will drive more to trusts? Don’t count on it

There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

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| 08:41

Jargon Busting: Hedging

The concept of hedging is more simple than some may expect but implementing it perfectly can be tricky.

Investments| 08:41

100 Club: Hargreaves keeps a hold in Australia

Manager retains some exposure to country in spite of it not being in his trust’s new benchmark.

Investments| 08:33

Survey dismisses gender imbalance

Majority of those surveyed disagreed industry ‘should be doing more to correct gender imbalance’.

From Your Industry| Jun 30, 2015

Novia results reveal £271,000 loss

Increased revenue and firm cost control ensures the underlying business remains in line with plan, boss says.

Economic Indicators| Jun 30, 2015

Market View: Restrain cheer around UK economy

The economy is expanding at the fastest rate since 2006.

UK| Jun 30, 2015

UK GDP gets upward revision thanks to construction

UK GDP grew by 0.4 per cent in the first quarter, 0.1 per cent higher than estimates.

More on FTAdviser
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