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Investments

Top Story

ETFs & Trackers| 08:43

Fidelity to enter ETF market

Fund house makes move after offering access to ETFs via FundsNetwork.

UK| 08:25

Start-up aims for ‘Morningstar meets TripAdvisor’

SharingAlpha developing hub for user-generated fund reviews and ratings.

Property| 08:21

Canada Life plans global multi-asset income fund

2016 launch in addition to new UK property fund.

Emerging Markets| 08:19

Cohesion brings Reliance India fund to DFM market

Opens up mainstream version of ‘best-ideas’ India fund.

Investment Trusts| Feb 05, 2016

Henderson trust justifies wind-up decision

Since announcing the Henderson Global Investment Trust’s was being wound up, the vehicle’s discount has narrowed significantly.

From Your Industry| Feb 05, 2016

SJP admits IT failure prevents client transfers

Wealth manager blames recent upgrade of back office systems.

UK| Feb 05, 2016

Tilney Bestinvest to buy Ingenious AM

Deal to boost group’s London investment management team.

Analysis & Opinion

Dan Joneson| Feb 01, 2016

Is this the only diversification tool left?

Value stocks offer an intriguing prospect

It’s getting to the stage where tipping value to outperform is starting to look like the infamous ‘widow-maker’ trade of shorting Japanese government bonds

John Lappinon| Feb 01, 2016

The shifting sands of regulation

Government should be cautious of the shifting sands of regulation

Dan Joneson| Jan 25, 2016

Some silver linings for 2016

There are some positive signs on the horizon despite a bleak start.

More on Investments
Adviser Guides

Guide to Discretionary Fund Management

Discretionary fund managers are supposed to lighten the load for financial advisers

Special Reports

Pensions Outlook – February 2016

Pension reforms are creating a whole new investment opportunity for both current and future retirees.

FTAdviser Blog

Dare to be different and reap the rewards

Eastspring’s head of Japan equities sees unexpected investment opportunities in the market.

Adviser Guides

Guide to Help to Buy Isas

All you’ll ever need to know about the latest government scheme to assist first-time buyers.

Special Reports

Fixed Income Investing - January 2016

After last year’s outflows, can bond markets bounce back?

FTAdviser Blog

What global changes mean for investment

Morgan Stanley fund manager says investors should remain cautious at the beginning of the year.

Adviser Guides

Guide to Autumn Statement 2015

The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

Special Reports

Investing in the US - January 2016

US economy still on course for growth despite global shocks.

FTAdviser Blog

AIC confident VCTs can cope well with restrictions

VCT rule changes, slow dividend growth and low interest rates: what does the future hold for investment companies?

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

From Regulation| Feb 05, 2016

FCA demands action before EU benchmark regulation

Regulator’s head of markets policy says some benchmarks “may not prove strong enough” to meet new standards.

Economic Indicators| Feb 05, 2016

IMF: Fed should continue to act prudently

IMF warns US has a “special responsibility” as it normalises monetary policy.

Equities| Feb 05, 2016

BG Japan trust employs labour market play

Burgeoning demand for workers prompts Baillie Gifford to invest in staffing businesses.

Wraps & Platforms| Feb 05, 2016

Parmenion inflows increase

News of increased inflows at Parmenion follow its acquisition by Aberdeen Asset Management last last year.

UK| Feb 04, 2016

BoE puts off rate rise as dissenter abandons position

Bank believes downward pressures could continue to weigh on inflation.

From Your Industry| Feb 04, 2016

Lloyds to cut 1,585 jobs

Reductions will be across retail, group operations, commercial banking, consumer finance, group legal and group finance.

More on FTAdviser