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Home > Investments


Top Story

Investments| Aug 26, 2016

Woodford beaten by UK’s top performing fund manager

TD Direct Investing names the UK’s top fund manager, and it’s not Neil Woodford.

Fixed Income| 13:17

Schroders Strategic Bond fund manager Isaac exits

Manager departs after five years at fund group.

UK| Aug 26, 2016

IA makes Statement of Principles non-binding after backlash

Trade body will not reintroduce list of signatories to 10-point principles.

UK| 11:35

Aberdeen to merge away five bond funds

Latest step in asset manager’s fund consolidation process.

Asia Pacific| 08:42

Japan’s core measure of inflation declines further

Bank of Japan under pressure to act at next meeting.

Wraps & Platforms| Aug 26, 2016

Ex-Cofunds boss warns of ‘data integrity’ issues

It will be necessary to do a big data clean-up, says Clive Boothman.

Multi-Asset Funds| Aug 25, 2016

Morgan Stanley launches global multi-asset funds

Will incorporate ESG factors.

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 property funds

Post-Brexit vote, what advantages and disadvantages are there for your clients with regard to investing in property funds?

Special Reports

Fixed Income Investing – August 2016

As the Brexit dust settles, the outlook for bonds is uncertain.

FTAdviser Blog

Harlequin set to topple Sipp providers

This chain of events has the potential to send shockwaves through the sector.

Adviser Guides

Guide to post-Brexit advice

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

Special Reports

Investing in Asia - August 2016

Where should investors position themselves within Asia?

FTAdviser Blog

MEP backlash could spell problems for Priips

Post-Brexit sentiment in the European Parliament could delay useful financial regulation.

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

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

Carney: will he or won’t he?

Market analysts are predicting wildly different things with regards to Thursday’s MPC decision.

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

Equities| Aug 25, 2016

An unlikely answer to the equity income problem?

Japan seen as possible solution to equity income challenge.

UK| Aug 25, 2016

Retail investors pull another £1bn from funds in July

Fixed income sales highest in almost 6 years.

Global| Aug 25, 2016

Legg Mason adds hedged share class to infrastructure fund

Fund launched last month following acquisition of Australian boutique.

Equities| Aug 25, 2016

Lindsell Train on walking equity returns tightrope

For equity investors, there is no certain or reliable way to achieve returns, says fund manager Nick Train.

Wraps & Platforms| Aug 25, 2016

AJ Bell overhauls platform charging structure

Removes flat fund platform charge for graduated model.

Economic Indicators| Aug 25, 2016

‘Perfect storm’ for annuities could mean drawdown as default

Falling gilt yields pushing investors away from guaranteed income.

More on FTAdviser