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Home > Investments


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InterviewfromFixed Income| May 29, 2015

‘There is a greater awareness of duration risk’

Rathbones Investment Management head of fixed income reveals how he invests to mitigate rate risk.

Economic Indicators| May 29, 2015

Greek exit not IMF ‘baseline’ scenario

Organisation warns a comprehensive solution to Greek debt issues is “critical for the long run sustainability of economic policy”.

Fixed Income| May 29, 2015

Allianz closes UK Corporate Bond fund

Group says fund was no longer commercially viable.

Investments| May 29, 2015

Cowley: “You’re bound to get things wrong at some point”

Departing manager warns that the margin of error for bond managers has reduced.

Wraps & Platforms| May 28, 2015

Aviva Investors hires Tothill as head of third party sales

James Tothill, previously of Aria Capital and Henderson Global Investors, has joined Aviva Investors in a newly-created role.

Multi-Asset Funds| May 28, 2015

BNY Mellon gives UK investors access to multi-asset strategy

New Ucits version of Vassilis Dagioglu’s Dynamic Total Return fund launches in Dublin.

From Mortgages| May 28, 2015

Gross mortgage lending falls but approvals up: BBA

Business lending has risen in three of the first four months this year.

Analysis & Opinion
Clock is ticking for Aberdeen to turn Swip funds around

John KenchingtononUK| May 26, 2015

Clock is ticking for Aberdeen to turn Swip funds around

Aberdeen is looking to the Swip acquisition to give it a stronger footing in developed-world markets.

No dramatic turnaround yet, at least on the UK retail funds, then

Investments| May 20, 2015

Global stability at risk: IMF

Report urges greater scrutiny, including banking industry-type stress tests

Equities| May 20, 2015

Risk, and you shall receive

Charity trustees are becoming more aware of the relationship between risk and return when investing

From Opinion| May 20, 2015

Parallel worlds?

Recent remarks by Janet Yellen about overvaluation in equity markets, according to some, hark back to former Fed chairman Alan Greenspan’s 1996...

More on Investments
Adviser Guides

Guide to the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

Special Reports

Investing in Property - May 2015

Property’s foundations remain strong as UK economy improves.

FTAdviser Blog

Pension freedom will drive more to trusts? Don’t count on it

There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

Adviser Guides

Guide to Blended Retirement Solutions

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

Special Reports

Multi-asset investing - May 2015

Will the pension reforms provide a further boost to the multi-asset investment industry?

FTAdviser Blog

Now we must pay?

The EEA investors are taking the FCA to the European Court of Human Rights, but why is the regulator refusing to admit accountability?

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

Frontier markets - May 2015

What does the future hold for frontier markets?

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.

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 Pensions| May 28, 2015

Over a third of older retirees have run out of money: Bower

Private pension wealth drops off quickly after the age of 75, according to government figures.

From Mortgages| May 28, 2015

Buy-to-let continues to soar with another 150,000 landlords

Private rented sector predicted to increase from 4.8m households to 5.5m by 2020.

Investments| May 28, 2015

Environmental investment company aims to raise £45m

John Laing Environmental Assets said the share placing will fund a ‘strong pipeline of opportunities’

Investments| May 28, 2015

Detectives seek Gurkha fraud victims

Police say the number of victims could ultimately reach into the hundreds

Asia Pacific| May 28, 2015

Nikkei 225 closes higher for tenth day

Japan’s index was up for a tenth consecutive session as it continues its winning streak.

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