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As cash continues to flood out of Isas, one option open to investors seeking to shelter their savings from tax liabilities is venture capital trusts (VCTs).The latest figures from the Investment Management Association (IMA) show that UK domiciled ISA funds under management stood at... more

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Key strategies

Summary:

Funds which invest in other funds to create a diversified portfolio with balanced exposure to global markets.

Strategy: Multi-Manager

No of funds: 251

AUM: £ 30.0bn

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Schroder's Andrew Yeadon says a strong underlying quants process lends stability to the multi-manager investment process at the group... more

Investments

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Investments

Winners & losers

Rank	Fund
1	Invesco Perp High Inc
2	Invesco Perp Income
3	Norwich Property
4	Fidelity European
5	Jupiter Income

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IMA sectors

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Featured investment trust

Witan Investment Trust

Manager: Jim Horsburgh

Sector: Global Growth

AUM: n/a

Objective: To create wealth for its investors through stockmarket investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.

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Investments

Sector analysis

Rank	Sector	Report	3y (%)
1	Global Emerging Markets	view	60.2
2	Asia Pacific Excluding Japan	view	46.9
3	European Smaller Cos	view	30.8
4	Europe Excluding UK	view	26.9
5	Asia Pacific Including Japan	view	23.2

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IMA sectors

a d v e r t i s e m e n t

Investments

Top rated funds

Rank	Fund	3y (%)
1	First State Greater China Gth	86.7
2	AXA Framlington Emg Mkts	76.9
3	Lazard Emerging Markets	74.9
4	Fidelity Emerging Markets	70.0
5	Jessop (GAR) Emerg Mkts Opps PP	69.5

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Investments

Most popular factsheets

Rank	Factsheet
1	Invesco Perp High Inc
2	Gartmore China Opportunities
3	JPM Natural Resources
4	Invesco Perp Income
5	Marks & Spencer High Income

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Investments

Top Risers and Fallers

Rank	Fund	3y (%)
1	Scot Wid Latin American	134.6
2	Threadneedle Latin American	118.7
3	F&C Latin American Equity	110.7
4	Invesco Perp Latin American	102.6
5	BlackRock Gold & General	100.4

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IMA performance

News & Research

Research centre

Expert view: Where the mild things are

The blanket market gloom could do with a more selective examination. Martin Wood finds a whole batch of funds that are not doing too badly, thank you. ...