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Fund insight videos
Why ‘Brexit boom’ could last 18 months
Income stocks and themes for 2020
Investment Trust and Funds News updates
2 hours ago
Are boardrooms ready for investor activism?
Social media gives us all more of a voice. Will this mean a surge in investor activism in the boardroom?
by William Heathcoat Amory
4 hours ago
Funds Fan: Dog funds, industry mergers and investment income
The Money Observer team discuss the latest investment news, industry mergers, and more.
by Faith Glasgow
5 hours ago
It is not as simple as ESG: Watch out for the rise of a new form of ‘greenwashing’
Socially responsible investors need to be alert to the signs of greenwashing.
by Kyle Caldwell
Investment trust sackings: the success and failures of the past 15 years
Have trust hirings and firings resulted in improved performance for shareholders?
by Kyle Caldwell
When will Terry Smith’s Emerging Equities Trust find its FEET?
Performance at the trust has underwhelmed, but two new managers plan to revamp the portfolio.
by Tom Bailey
|Rank||Fund||IA Sector||Change since November||1-year return (to Jan 6)||3-year return|
|1||Fundsmith Equity||Global||no change||25.90%||59.10%|
|2||Vanguard LifeStrategy 80% Equity||Mixed Investment 40%-85% Shares||no change||20.00%||26.30%|
|3||Vanguard LifeStrategy 60% Equity||Mixed Investment 40%-85% Shares||1||16.70%||22.20%|
|4||Lindsell Train Global Equity||Global||-1||18.30%||69.20%|
|5||Vanguard LifeStrategy 100% Equity||Global||1||23.50%||30.60%|
|6||HSBC FTSE 250 Index C||UK all companies||new entry||28.90%||30.90%|
|7||Franklin UK Mid Cap||UK All Companies||new entry||42.30%||54.70%|
|8||TB Amati UK Smaller Companies||UK all companies||new entry||30.70%||66.70%|
|9||Vanguard US Equity Index||North America||-1||28.80%||38.20%|
|10||Lindsell Train UK Equity||UK all companies||-3||23.40%||44.90%|
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What is a fund?
A fund is a pool of investors' money run by a fund manager who invests on behalf of the customer, invested into different assets and professionally managed by the fund manager and their research team.
Each investor receives units, which represent a portion of the holdings of the fund.
A mutual fund is a group of various investments, such as stocks, bonds, and cash. There are three main types: equity funds, fixed-income funds, and money market funds. Each type has a different level of risk associated with it.
An actively-management investment fund has an individual fund manager or a team of managers who make investment decisions for the fund.
Passive management of a fund intends to track the returns of an index, it doesn't have a fund management team making decisions and can be structured as an exchange-traded fund (ETF), a mutual fund or a unit trust.
Low cost does not have to be passive
Three new multi-asset funds from BMO Global Asset Management.
Click to find out more. Capital at risk.
Important information: The price and value of investments and their income fluctuates: you may get back less than the amount you invested. If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial adviser.
The information we provide in the ii Super 60 List is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”.
Remember that each fund is unique and hence exposed to different levels of risk. Some are relatively low risk, whilst others can be very risky and those will only be appropriate for more sophisticated investors.
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