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Top Story

Economic Indicators| Apr 27, 2015

Election volatility to throw up opportunities

Schroders says that it is difficult to know how long the volatility would last.

From Regulation| Apr 27, 2015

Court grants judicial review over redress scheme payouts

“Distinction between what the FCA is saying publicly and what it is saying privately,” says law firm.

UK| Apr 27, 2015

S&P: Major UK banks to face £19bn charges

Fines and charges now “a way of life” for big UK banks, says ratings agency.

Investments| Apr 27, 2015

Low pay ‘stunting UK’s recovery’

Invesco’s Brown argues low private sector pay is holding the UK back from tackling its debt.

Asia Pacific| Apr 27, 2015

Fitch downgrades Japan as reforms stutter

Ratings agency cites lack of “sufficient structural fiscal measures” and slowing economic growth as it downgrades Japan from ‘A+’ to ‘A’.

UK| Apr 27, 2015

JPMAM merges UK Focus fund with UK Dynamic fund

Former manager of UK Focus fund Patrick Vermeulen will remain as head of European equity research and managing his other funds.

ETFs & Trackers| Apr 27, 2015

‘Next generation’ passives revolution on way

Experts predict new generation of ETFs will transform face of passive investing.

Analysis & Opinion
Crude estimates

Commodities| Apr 23, 2015

Crude estimates

Energy analysts are divided as to whether the price of oil will stay around US$100bbl by the end of the year or return to historic levels.

There is a real risk that oil prices will go lower before the recovery begins

John KenchingtononInvestment Trusts| Apr 20, 2015

Proxy voting should be free from meddling antics

There is a case to be heard for making the voting documents for corporate meetings plain and neutral.

John LappinonMulti-Asset Funds| Apr 20, 2015

Multi-asset managers have been dodging bullets since crisis

Tom Becket’s pop at multi-asset portfolios raises some uncomfortable questions.

Equities| Apr 08, 2015

Equities on the mend

Having hurdled a milestone, the FTSE index has stumbled back a bit. But in the long term it will recover to take on the next milestone

More on Investments
Adviser Guides

Guide to Blended Retirement Solutions

Savers are increasingly using a wide range of retirement income sources.

Special Reports

Equity Income - April 2015

It is no secret the investment community is on the lookout for income.

FTAdviser Blog

Alliance wrangle throws up platform sustainability issues

I’m no expert in corporate governance but I wonder if this raises a few due-diligence questions for advisers on ATS.

Adviser Guides

Key Adviser Issues in Budget 2015

Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

Special Reports

Investing in Pensions - April 2015

New pension policies present both possibilities and pitfalls.

FTAdviser Blog

Passive road is almost as rocky as an active one

Passives are a simple way to get exposure to markets without trying to understand a fund managers process.

Adviser Guides

Guide to Isas and Pension Freedoms

Isas were made a far more flexible savings vehicle last year.

Special Reports

Exchange-Traded Funds - April 2015

Market surges as Europeans latch on to funds’ flexibility.

FTAdviser Blog

Growing need for more clarity around structured products

Retail investors do not understand structured products and, even worse, they usually overestimate returns.

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| 11:29

Battles of the sexes when it comes to risk: Rplan

Fund platform Rplan.co.uk reveals variations in the risk appetites between the sexes, with males taking more risk.

Investments| Apr 27, 2015

Legg Mason to rename onshore fund range

Asset manager to include the name of the underlying subsidiary managing the fund on each product in the range.

Fixed Income| 09:49

Rlam bond manager Sajiv Vaid to join Fidelity

Sajiv Vaid to join Fidelity in August to work with Ian Spreadbury on the Fidelity MoneyBuilder Income and Fidelity Extra Income funds.

Investments| Apr 27, 2015

Elliott may not be seeking a quick exit

Hedge fund’s association with US energy firm Hess proves it does take long-term positions.

Emerging Markets| 09:13

Managers reject EM revival claims

Report infers emerging market economies could start benefiting from rising liquidity.

North American| Apr 27, 2015

RBS offloads North American loan portfolio

Final cash consideration will depend on the settlement date portfolio balances.

More on FTAdviser
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