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Home > Investments


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InterviewfromETFs & Trackers| 09:48

Vanguard tells advisers how to spot closet trackers

Vanguard economist reveals how to spot a closet tracker.

Investments| 13:08

Investors could lose if climate change risk is ignored

EIU report: Investors need to incorporate climate change into their risk management

Multi-Asset Funds| 13:07

Newton’s Stewart ramps up cash to 24% in Real Return fund

Manager admits to concerns about returns from main asset classes as he builds up cash level.

Investments| 13:07

Europe’s stocks are ‘starting to look less cheap’: Kames

Manager says she is finding it ‘tougher’ to spot stock-buying opportunities.

Investments| 13:07

Investors split over ‘unloved’ Russia

Several commentators believe the country has potential, while others continue to be sceptical

Fixed Income| 13:07

Energy bonds are providing ‘mouth-watering’ prospects

Western Asset’s Leech thinks valuations on energy firms present a buying opportunity.

Asia Pacific| 13:07

Best in Class: A core Japanese fund

Andrew Rose’s cautious stance has helped Schroder Tokyo to deliver impressive returns.

Analysis & Opinion
Emerging dangers

Asia Pacific| Jul 30, 2015

Emerging dangers

The dramatic falls in the Chinese markets led to the Communist governmet having to intervene to protect investors

Initially they sought to ban the selling of shares, and tried to prevent brokers from accepting sell orders

FTAdviser BlogonMulti-Asset Funds| Jul 20, 2015

Canny advisers need to keep a close eye on cash

Cash can, as the saying goes, be king.

Fixed Income| Jul 22, 2015

Mini re-coupers

With high returns, the market for small bond offerings through crowdfunding platforms is growing, but there are risks

John LappinonInvestments| Jul 20, 2015

Gov’t wrestles with managers

Ferguson says government wants more of investors’ savings reinvested in economy.

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

Pensions and Tax - July 2015

George Osborne warns he is ‘open to further radical change’ of pensions and taxes.

FTAdviser Blog

Price slump begs question, what’s the value of gold?

Some analysts expect the price to fall below $1,000 by the end of the 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

Investing in the US - July 2015

What does the future have in store for US investors?

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

Discretionary Fund Management - July 2015

Quality counts when choosing discretionary fund managers.

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

Wraps & Platforms| 11:54

Fresh calls for platform pre-funding

Platforms need to enable advisers to react quickly to changing markets, Zurich says.

From Mortgages| 11:44

Majority of market won’t be impacted by rate rise: CML

Trade association attempts to elucidate the reasons for mortgage rate movements.

Investments| 10:56

Russ remains positive on Europe

Argonaut manager tops up holdings on the back of weak euro and signs of credit growth in region.

Fixed Income| 10:43

Natixis Global Asset Management assets reach £580.7bn

Asset management business releases its Q2 results.

Investment Trusts| 09:59

David Smith appointed lead manager on Henderson High Income

Alex Crooke to become deputy manager of the Henderson High Income trust as David Smith becomes lead.

Asia Pacific| 08:53

Nicholas Price appointed to Fidelity Japanese Values

The manager will replace Shinji Higaki on the investment trust from September 1 2015.

More on FTAdviser
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