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Investments

Top Story

Alternative Investments| 13:01

Ex-Pru man tells court he didn’t offer advice

Former ‘Man from the Pru’ denies swindling three former customers who invested in his company.

UK| 16:53

RLAM wholesale head to join Canada Life Investments

Ian Goulsbra has been at the firm since 2007.

Wraps & Platforms| 13:45

Platform boss reckons big players are looking to sell

Rumours surrounding two large platform backers prompt suggestion that sales may come soon.

Global| 13:28

Speculation, crashes and complaints: The week in news

The last five days also brought with them another ‘robo advice’ deal and more FSCS levy complaints.

Equities| 13:20

How savvy investors can take advantage of Black Monday

Investment managers reveal opportunities to FTAdviser and what advisers should steer clear of.

Multi-Asset Funds| 10:26

Fund Selector: Forever blowing bubbles

Investors should explore contrarian options at a time when bubble behaviour is creating volatility.

Investments| 09:46

Advisers maintain their cool in China crisis

China crisis fails to ruffle feathers among advisers, who suggest holding or buying

Analysis & Opinion
New challenges, mixed with some familiar themes

FTAdviser BlogonMulti-Asset Funds| Aug 24, 2015

New challenges, mixed with some familiar themes

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

We will be seeking to shine a closer light on the structure, costs and performances of these offerings

Discretionary Management| Aug 18, 2015 |

Red flags that should raise concerns about fund managers

Defaqto Investment Update: A fund provider’s ethics are very relevant to the investor.

FTAdviser BlogonAlternative Investments| Aug 13, 2015

Lessons learned from Keydata

In this White Paper, published in full, Lowes Financial Management talks about what went wrong.

FTAdviser BlogonTax Efficient Investments| Aug 11, 2015

Aim should be celebrated not derided

In 2013 Aim-listed companies made a direct economic contribution of £14.7bn to UK GDP.

More on Investments
Adviser Guides

Guide to European Smaller Companies Funds

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

Special Reports

Investment styles - August 2015

Unearthing the right investment style to suit your temperament.

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

Fixed Income – August 2015

What can fixed income investors expect after the asset class’s recent bouts of volatility?

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.

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

Passive Investing - August 2015

Are investors overlooking the opportunities in passive investing?

FTAdviser Blog

Lessons learned from Keydata

In this White Paper, published in full, Lowes Financial Management talks about what went wrong.

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

UK| 09:02

FTSE bounces back

Stockbroker suggests that opportunities are now to be found in rebounding markets.

From Mortgages| 08:10

First-time-buyer sales hit post-recession monthly high

Estate agent’s statistics show a 6,500 - or 28 per cent - increase in sales over the last three months.

Equities| 07:59

Quality stocks fully valued, warns Dunedin’s Beal

Dunedin manager says quality companies at risk of overvaluation.

Discretionary Management| 07:59

Cazenove eyes tech improvements to aid advisers

Nick Georgiadis talks about technology, fees and asset allocation.

Tax Efficient Investments| Aug 27, 2015

VCT managers discuss impact of Budget changes

Universe for Aim VCT managers is restricted, while for generalist VCTs it should be easier, experts say.

North American| Aug 27, 2015

US GDP gives further boost to stock markets

US growth figures beat expectations and send equities higher.

More on FTAdviser