Best performing funds and investment trusts since the start of 2021

Funds investing in the UK were some of the top performers in the first quarter of this year as Britain’s fast roll-out of vaccines has tempted some investors to bet on the country’s recovery.  The Investment Association’s UK Smaller Companies sector came top of the table, with returns of 9 per cent in the first … Read more

Tories used party funds to cover Boris Johnson’s legal bills over Jennifer Arcuri affair 

Tories used party funds to cover Boris Johnson’s legal bills over Jennifer Arcuri affair Tory chiefs used party funds to pay Boris Johnson’s legal bills, it emerged  Party co-chairman is said to have approved payments to the PM’s lawyers The cash was handed over weeks after Mr Johnson entered No10 in July 2019 By Simon … Read more

Bank of England raises alarm over big exodus from funds

Fund managers ‘overly optimistic’ about how they can cope with rush of investors quitting, according to review published in wake of Woodford scandal By Daily Mail City & Finance Reporter Published: 21:55 GMT, 26 March 2021 | Updated: 22:15 GMT, 26 March 2021 Fund managers are ‘overly optimistic’ about how they can cope with a … Read more

ALEX BRUMMER: Funds take the high road over Deliveroo

ALEX BRUMMER: Funds take the high road over Deliveroo… but they’re not worthy of a sainthood just yet By Alex Brummer for the Daily Mail Published: 21:50 GMT, 25 March 2021 | Updated: 22:35 GMT, 25 March 2021 Aviva, rapidly followed by Aberdeen Standard, has run up the fashionable environmental, social and governance (ESG) flag … Read more

The top performing funds and investment trusts since Isas were launched in 1999? 

The final year of the last millennium: a total solar eclipse was eclipsed by cloud in the skies above the UK and the euro was born. Perhaps with less fanfare, the individual savings account was launched. But keen savers who piled into a stock and shares individual savings account in April 1999 – and those … Read more

Carney warns of risky Neil Woodford-style funds ‘built on lie’

Carney warns of risky Neil Woodford-style funds ‘built on lie’ that could pose a threat to the global economy By Ruth Sunderland for the Daily Mail Published: 22:00 GMT, 18 March 2021 | Updated: 22:20 GMT, 18 March 2021 Mark Carney has warned that funds like those run by the disgraced manager Neil Woodford are … Read more

MARKET REPORT: Tech funds hit as Tesla hits the skids

MARKET REPORT: Eye-watering fall in Tesla shares drags on the funds British savers have used to ride the US tech wave By Francesca Washtell For The Daily Mail Published: 21:51 GMT, 5 March 2021 | Updated: 21:51 GMT, 5 March 2021 An eye-watering fall in Tesla shares dragged on the funds British savers have used … Read more

Baillie Gifford Managed Fund’s Iain McCombie on the Investing Show

A simple mix of shares, bonds and cash doubled investors’ money in five years: Baillie Gifford Managed Fund manager on the INVESTING SHOW By This Is Money Published: 14:31 GMT, 5 March 2021 | Updated: 14:31 GMT, 5 March 2021 Is a simple portfolio made up largely of shares and balanced out by some bonds … Read more

Investment trusts have outperformed funds in most major sectors over ten and twenty years

Investment trusts have beaten funds on returns in most major sectors over ten and 20 years – but can you still find a bargain as discounts narrow? New research from Interactive Investor has found investment trust sectors have outperformed most of their open-ended counterparts over ten and 20 years UK Equity Income trusts have outperformed … Read more

Funds to pay back the vast Covid-19 debt have to come from somewhere

Money to pay back the vast costs of Covid-19 has to come from somewhere. Unfortunately for Middle Britain, much of the burden will fall on its shoulders. Indeed, Rishi Sunak‘s coronavirus face mask could double up as a highwayman’s disguise, so adept has he been at forcing the middle classes to stand and deliver. He … Read more