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Home > Investments


Top Story

Equities| 13:29

Carmignac slashes exposure to equities

Grim outlook spurs firm to cut Patrimoine fund’s equity holding to 7%.

ETFs & Trackers| Nov 27, 2015

IG acquires online investment manager

InvestYourWay deal to bolster IG Group’s plan for BlackRock tie-up.

Economic Indicators| 08:32

Fund selector: Central bankers’ bogey issue

Indecision over when to raise interest rates is par for the course for the likes of Yellen and Draghi.

North American| 08:29

US returns ‘low single digit’ at best in 2016 - Corcell

Both long and short positions proved third-quarter contributors for Corcell’s RWC fund.

Equities| 08:29

Cross says Special Situations still has room to manoeuvre

Liontrust co-manager says concerns with capacity will not stymie his £1.5bn portfolio.

Investment Trusts| 08:24

Forseke steps down as Alliance Trust chair

Trust to appoint external chair as board overhaul continues.

UK| Nov 26, 2015

Lord O’Neill: UK growth at robust pace

Jim O’Neill: UK economy continues to grow at a fast pace but global uncertainties remain

Analysis & Opinion

Dan JonesonDiscretionary Management| Nov 23, 2015

In defence of short-term performance figures

Onus is on fund selectors to be short-termist at the moment.

Who will prosper when markets go into reverse? We’ve had precious little indication over the past few years

John LappinonEmerging Markets| Nov 16, 2015

Bric concept comes tumbling down

Investment acronyms spell trouble for advisers — they simply should ignore them.

Dan Joneson| Nov 16, 2015

Stewart Investors’ drip-fed news is a muddled message

I can’t help but agree with the fund selector who found Stewart Investors’ announcement “odd”.

John Lappinon| Nov 09, 2015

Dislodging disengaged investors should be priority

Why isn’t more being done to target savings languishing in unproductive vehicles?

More on Investments
Adviser Guides

Guide to Investment Trusts

The Retail Distribution Review’s ban on commission was expected to create a new generation of investment trust buyers.

Special Reports

Passive Investing - November 2015

Pressure on fund fees helps propel passives’ popularity.

FTAdviser Blog

Why can’t the C in FCA ever stand for consumer?

True And Fair Campaign responds to the FCA decision not to standardise costs and charges disclosed by advisers and wealth managers.

Adviser Guides

Guide to ETFs

Record levels of money have poured into European exchange-traded products, despite investor sentiment being shaken by uncertainty over China and US...

Special Reports

Hunt for Income - November 2015

Low rates and pension reforms fuel demand for income sources.

FTAdviser Blog

Dispelling the myths associated with P2P lending

‘Disintermediation’ makes P2P financially rewarding, according to Kevin Caley of ThinCats.

Adviser Guides

Guide to Venture Capital Trusts

This guide will examine the variety of VCTs available today and how selection processes may be affected by the latest rule changes.

Special Reports

Desperately seeking income

Clients are always seeking income from assets, so advisers must ensure they get the best deal and secure the best returns

FTAdviser Blog

New challenges, mixed with some familiar themes

August’s reputation as a quiet month has taken a knock this year.

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| Nov 26, 2015

Platforms reveal plans for your orphan clients

Wraps will need to have more oversight and interaction with clients, says a smaller platform.

Multi-Manager Funds| Nov 26, 2015

Psigma’s Becket goes passive in hope of FTSE rally

Manager buys UK tracker and seeks alternative fixed income plays.

Fixed Income| Nov 26, 2015

Johnson stands aside from OMGI bond fund

Lloyd Harris promoted as Christine Johnson focuses on growing bond AUM.

Global| Nov 26, 2015

2015 markets roundup

With the new year around the corner, here is a quick recap of the major macroeconomic events throughout the past 12 months.

Asia Pacific| Nov 26, 2015

Best in Class: Core Asian equity portfolio

Matthews Asia Pacific Tiger fund is worth a bet in a time of upheaval in region’s markets.

Fixed Income| Nov 26, 2015

S&W’s Kenny dips back into euro debt

Corporate bond manager sees value in Europe for the first time since 2011.

More on FTAdviser