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Home > Investments


Top Story

Investment Trusts| Mar 31, 2015

Schroder Real Estate trust to alter structure

The Schroder Real Estate Investment trust is set to move onshore and convert to a REIT.

Tax Efficient Investments| Mar 31, 2015

Company purchases on platforms up 19% year-on-year

Industry data shows that Transact and Ascentric continue to be the top wraps for investment company purchases.

Investments| Mar 31, 2015

Harlequin puts headquarters up for sale

The company will lease the “impressive” property back.

UK| Mar 31, 2015

Slater cuts big plays in Growth fund

Revamp sees manager reduce the size of several large holdings in favour of new positions.

Investments| Mar 31, 2015

Sneller looks to target China’s A-share market

Baillie Gifford manager claims there are still issues preventing him buying mainland China.

Investments| Mar 31, 2015

Jargon Busting: Tracking error

There’s a hole in my bucket, dear Liza, a hole...

Economic Indicators| Mar 31, 2015

UK growth in 2014 revised upwards to 2.8%

Revised growth of 0.6 per cent in the final quarter of 2014 leads to 0.2 percentage point boost for overall 2014 growth.

Analysis & Opinion
Risk and correlation

Multi-Asset Funds| Mar 26, 2015

Risk and correlation

Correlations and historic change are key factors to take into account when deciding whether to diversify

With government debt levels at extremes globally, considering government bonds as a risk-free asset seems far from wise

John Kenchingtonon| Mar 23, 2015

£1,000 of tax-free saving? Now that’s a giveaway

The problem arises when inflation returns to normal levels.

Multi-Asset Funds| Mar 11, 2015

Diversified will provide

Diversified portfolios provide a strong income stream over the long term, and a useful hedge against potential instability

John KenchingtononEquities| Mar 02, 2015

We’ve kicked the FTSE monkey off our nation’s back

There is something uniquely British about the way we immediately rush to put a downer on positive news.

More on Investments
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

Commodities - March 2015

Commodity prices to remain subdued as global growth stalls.

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

Guide to Isas and Pension Freedoms

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

Special Reports

Hunt for Income - March 2015

In these hard times for income seekers, where are the happy hunting grounds?

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 Multi-Asset and Pensions

The opportunity for savers aged 55 plus to keep hold of their pots and put them in a product of their choosing from April onwards is a huge step...

Special Reports

Income outcomes

Multi-asset funds may be the answer to volatile markets

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

From Your Industry| Mar 31, 2015

Sesame cites DA attrition as it abandons investment advice

Mortgage network will remain open, while wealth management ARs will have to move.

Fixed Income| 09:44

TwentyFour to restrict inflows on Dynamic Bond fund

Fixed income boutique raises minimum investment to £50m on strategic bond fund to discourage new investors.

Investments| Mar 31, 2015

Fund Selector: Rising interest in a rate rise

The US Federal Reserve is cautiously preparing for a rise in interest rates later this year.

European| Mar 31, 2015

Davis warns against European financials and car stocks

European Central Bank’s easing will not create solid investment opportunities, Polar Capital manager says.

Investments| Mar 31, 2015

Yarrow overhauls fund to target smaller firms

Evenlode manager cuts exposure to many of his large-cap holdings.

Investment Trusts| Mar 31, 2015

Elliott attacks performance and fees on Alliance Trust

The feud escalates as activist investor hits back against trust’s circular to shareholders, which it claims resorted to “personal attacks”.

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