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Home > Investments


Top Story

European| 12:33

Columbia Threadneedle’s Harrison to retire

Exit prompts equity department reshuffle.

Commodities| 15:57

Guinness targets 25% returns with oil & gas launch

Former M&G analysts joins Guinness to work on portfolio

From Your Industry| 15:56

Fos rules Propertybourse recommendation unsuitable

Adviser said he felt as cheated as his client, but agreed “as an unregulated investment it was unsuitable”.

UK| 15:28

Larger managers at risk of outflows: Pridham

Bigger firms dominate in terms of gross sales, but could be vulnerable.

From Your Industry| 13:52

Alliance Trust Savings completes Stocktrade deal

Platform’s total assets under administration now stand at £11.5bn across over 100,000 customer accounts.

Economic Indicators| 11:49

Six investment themes more important than Brexit

Fund managers weigh in on the key issues investors should be really worried about ahead of the In/Out vote

Alternative Investments| 11:21

P2P providers berate advisers’ aversion to sector

Providers say time allocated to engage advisers has so far been unproductive.

Analysis & Opinion

Dan JonesonUK| Mar 14, 2016

Barings can finally build on its heritage

The fund group’s merger plan gives it a better chance of flourishing in the UK.

Barings has been squeezed between bigger players and those offering something different

John LappinonPensions| Mar 14, 2016

Osborne has reforms up his sleeve

Changes to lifetime or annual limits are likely to be unveiled in this week’s Budget.

More on Investments
Adviser Guides

Guide to due diligence

Making sure your client always gets the best solution through careful due diligence

Special Reports

Equity income - May 2016

Equity income investors must step out of their comfort zone.

FTAdviser Blog

Bulletin board behaviour

People posting on forums often indulge in unacceptable behaviour.

Adviser Guides

Guide to the Budget 2016

Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

Special Reports

Investing in Commodities – April 2016

Does a rally in the oil price herald a commodities recovery?

FTAdviser Blog

Lisa - the last nail in the Isa coffin

What is the Chancellor up to with his “next generation Budget”?

Adviser Guides

Guide to the Alternative Investment Market

How the Aim came to be and how advisers can make the most of it for their clients.

Special Reports

Absolute Return – April 2016

Market volatility sparks surge in interest in absolute return funds.

FTAdviser Blog

Big boost for tax-incentivised saving schemes

Surprise crowd-pleasers for ISAs and CGT change to boost EIS demand

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| 11:00

Jupiter marketing head Wilson exits

Ex-New Star marketing director leaves after less than three years.

Economic Indicators| 08:27

Analysts split after slowing GDP growth

EU referendum may be affecting markets but ‘cannot be blamed for all the economy’s ills’

Investment Trusts| 08:26

Trust share buybacks double in Q1

Boards put discount control mechanisms to work in bid to ‘compete’ with open-ended rivals

Global| 08:26

Hidden Gem Club: Our 30 under-the-radar funds

Inaugural grouping highlights smaller funds suggesting high levels of manager skill.

UK| 08:25

Old Mutual Wealth sees 80% surge in inflows

Old Mutual Global Investors funds under management reach £26bn in the first quarter of 2016.

North American| May 04, 2016

Findlay Park founder steps back from flagship fund

Charles Park will remain as partner and adviser to firm’s investment committee.

More on FTAdviser