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Home > Investments


Top Story

Savings & Isas| 09:54

Watch LIVE: Lifetime Isa - threat or opportunity?

FTAdviser’s latest On Air debate will discuss the pros and cons of the government’s Lifetime Isa at 12pm today.

From Pensions| 16:07

IG teams up with James Hay to launch Sipp

Online trading platform enters Sipp market, with James Hay as trustee.

Asia Pacific| 15:31

Japan manager Somerville to exit Jupiter

Dan Carter becomes lead manager on Jupiter Japan Income fund.

North American| 14:32

Wintle leaves Neptune amid US restructure

US Opportunities manager had been at fund house for 12 years.

UK| 10:18

Industry bodies combine to overhaul trading process

Groups to consult on new methods, which could involve use of ‘blockchain’ technology.

Investments| 09:47

Will Lifetime Isas be the death of AE schemes?

FTAdviser’s expert panel will discuss various topics in our FTAdviser On Air latest live blog.

Investment Trusts| 09:12

Electra serves trust manager with termination notice

Manager Electra Partners expresses surprise at decision.

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 Absolute Return funds

Do absolute return funds always return, absolutely - and how should advisers use these funds for their clients?

Special Reports

Multi-manager – June 2016

How effective is multi-manager at weathering stormy markets?

FTAdviser Blog

Bulletin board behaviour

People posting on forums often indulge in unacceptable behaviour.

Adviser Guides

Guide to due diligence

Making sure your client always gets the best solution through careful due diligence

Special Reports

Outsourcing – May 2016

How has the use of third party and centralised investment propositions grown post-RDR?

FTAdviser Blog

Lisa - the last nail in the Isa coffin

What is the Chancellor up to with his “next generation Budget”?

Adviser Guides

Guide to the Budget 2016

Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

Special Reports

Passive Investing – May 2016

Why is passive investing becoming more popular with investors?

FTAdviser Blog

Big boost for tax-incentivised saving schemes

Surprise crowd-pleasers for ISAs and CGT change to boost EIS demand

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

UK| 08:36

Dobie joins Alliance Trust board

Appointment follows chairman’s comments about lack of gender diversity.

North American| 08:33

Fangs’ loss is income funds’ gain

Dividend-focused funds could benefit from weakness in tech stocks such as Netflix.

Fixed Income| 08:33

Jonsson backs US sub-prime sector

Manager satisfied that today’s borrowers are less likely to default on mortgage repayments.

Investment Trusts| 08:27

FundsNetwork adds 12 trusts to platform

Addition means the platform now gives advisers access to 66 investment trusts.

Savings & Isas| May 25, 2016

Will Lifetime Isas be the death of AE schemes?

FTAdviser’s expert panel will discuss various topics in our FTAdviser On Air latest live blog.

From Pensions| May 25, 2016

Platform One and MC Trustees launch Sipp

Product has no set-up fee, the first transfer is free and the basic annual fee is £100 plus VAT.

More on FTAdviser