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Home > Investments

Investments

Top Story

Multi-Asset Funds| 15:59

Aviva launches ‘low cost’ managed portfolio range

Range to be managed by Morningstar.

From Regulation| 15:22

Fos rules against Openwork on ‘speculative investor’

Network's adviser wrongly identified client’s attitude to risk, finds ombudsman.

ETFs & Trackers| 11:30

Brexit prompts bounce in ETF flows

BlackRock-owned iShares came out at the top of the ETF provider leaderboard after seeing the highest level of inflows.

Fixed Income| 11:09

BlackRock launches ‘macro-driven’ global bond fund

Fifth offering in BlackRock Global Funds range.

Economic Indicators| 08:53

Jump in number of company profit warnings

Ernst & Young highlighted companies faced a raft of challenges even before the Brexit vote.

Investments| 08:39

Aberdeen suffers £9bn of net outflows

But AUM rises as currency movements and market returns offset flows.

From Pensions| 08:22

Warning Brexit effect on pensions will be ‘dire’

Vote to leave EU has put future of long-term savings on red alert, says pensions consultant.

Analysis & Opinion

Dan Joneson| May 09, 2016

Elevate deal leaves Architas to tough it out

Multi-manager has greater reach in Europe but may find itself squeezed out domestically.

Can Architas hope to compete with MyFolio on Standard Life’s own platform?

More on Investments
Adviser Guides

Guide to post-Brexit advice

How to advise on your clients’ financial affairs as we prepare to leave the EU.

Special Reports

Investment Adviser 100 Club - July 2016

Who’s in and who’s out of this year’s elite list of funds and asset managers?

FTAdviser Blog

Commercial property remains an attractive asset class

Rowan Dartington’s Signature Guy Stephens explains why commercial property remains one of the most attractive asset classes.

Adviser Guides

Guide to US small and mid-cap funds

How an under-researched part of the US stock market could be a good value play within a wider portfolio.

Special Reports

What next for the UK? - July 2016

Fears abound of a UK recession and knock-on effect in Europe and beyond

FTAdviser Blog

Capitalism should not be a dirty word

Don’t blame capitalism - asset inflation is to blame for economic woes

Adviser Guides

Guide to EIS and VCT investment

How can the tax advantages of enterprise investment schemes and venture capital trusts help your clients?

Special Reports

Absolute Return – July 2016

Why UK retail investors are allocating to absolute return strategies.

FTAdviser Blog

Why property fund gating is prudent

Law firm’s funds partner looks at why property funds are suspending investor redemptions.

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

Economic Indicators| Jul 22, 2016

Markets calm after Brexit volatility spike

Markets start to shake off their Brexit jitters, says director at S&P Dow Jones.

Economic Indicators| Jul 22, 2016

M&G biggest loser after Brexit panic prompts hefty outflows

Popular £8.6bn Woodford Equity Income fund also featured on the outflow list after seeing £141m leave.

From Regulation| Jul 22, 2016

FCA focus and pensions minister freedom: the week in news

More on the property fund saga and post-Brexit concerns also feature in our Friday round-up.

From Pensions| Jul 22, 2016

Altmann claims DWP and Treasury are split on Lisa

Baroness Altmann stepped down from her role as pensions minister so she could “speak freely” on pensions topics.

Property| Jul 22, 2016

Fresh warning on commercial property outlook

Chief executive of Land Securities says it will take “some time” before there is an end to the uncertainty in the sector.

UK| Jul 22, 2016

Miton Value Opps exodus wipes out strong group inflows

New remuneration structure being implemented to retain talent.

More on FTAdviser