Money Observer

Our Analysis

February 22, 2016 11:27

The Fed is holding fire on US interest rate rises for the time being. But investors may struggle to find shelter when they pull the trigger.

February 24, 2016 13:43

There is no economic case for Britain to either stay in or to leave the EU, according to star fund manager Neil Woodford.

	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲
PFS Chelverton UK Equ Grth	1.5%	17.1%	-	-
MFM Bowland	0.2%	14.3%	42.7%	25.4%
CnBroSnfdDLdUKBftolgy	1.4%	13.5%	53.2%	-
CF Miton UK Val Opps	-0.5%	12.8%	-	-
MFM Slater Growth	-1.9%	7.5%	60.4%	88%
Old Mutual Equity 1	-0.9%	7.3%	52.9%	99.1%
Old Mutual UK Mid Cap	-1%	6.3%	48.9%	94.3%

Data provided by

	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲
JP Morgan Mid Cap IT plc	-3.6%	17.2%	85.7%	146.9%
Aurora Investment Trust plc	2.1%	6.1%	7.1%	-30.8%
Fidelity Special Values PLC	-1.6%	4%	43.9%	72.3%
Mrtl IT PLC	-6.3%	3.1%	36%	65.2%
Invesco Perp Sel UK Eq plc	-0.2%	1.6%	50.2%	109.4%
Manchester & London IT plc	-1.8%	-2.3%	-24.2%	-32.3%
Schroder UK Mid Cap	-2.5%	-2.6%	32.9%	77.3%

Data provided by

	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲
OMW JPM Mid Cap Inv Trust	2.5%	19.4%	84.3%	139.5%
FL Old Mutual UK Mid Cap Pn	2.6%	10.5%	61.5%	110.6%
Aviva Old M UK MdCap Pn	1.4%	10.3%	60.6%	108.8%
OMW Old Mutual UK Dynamic Equity	2.8%	10.2%	-	-
SIP Old Mut UK Mcap Pn	2.4%	8.3%	55%	100.2%
L&G Old Mtl UK Mid Cap Pn	3.2%	8.1%	53.6%	97.2%
OMW Old Mutual Equity 1	2.4%	7.9%	53.5%	95%

Data provided by

	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲
SG Rvrs Trkr FTSE100	2.5%	35.4%	14.5%	3.1%
Old Mutual UK SmCos Fcus	0%	10.1%	49.7%	89.3%
Boost FTSE 100 2x Sht Daily ETP	-7%	9.7%	-	-
Old Mutual UK Dynmc Eq	-0.7%	9.5%	54%	102.5%
Boost FTSE 100 3x Sht Daily ETP	-11.3%	7.6%	-43.5%	-
Boost FTSE 100 1x Sht Daily ETP	-3.3%	6.6%	-	-
Montanaro UK Income	-0%	5.4%	33%	62.8%

Data provided by

February 23, 2016 13:07

We have made wholesale changed to our Dogs of the Footsie portfolio for the coming year, with dividend cuts ruling out four of last year's cohort...

The Association of Investment Companies' Nick Britton compares the historical volatility and risk of investment companies and open-ended funds.

Sector	1 Month Perf.▲	1 Year Perf.▲	3 Year Perf.▲	5 Year Perf.▲	Number of funds
Global Emerging Markets	6.5%	-14.8%	-16.5%	-10.4%	60
Specialist	5.2%	-7.2%	-4%	1.7%	134
Asia Pacific Excluding Japan	4.4%	-10.6%	-3.2%	12.2%	67
North America	4.4%	-1%	39%	66.9%	89
Japanese Smaller Companies	4.2%	8.1%	47.7%	59.8%	3
Asia Pacific Including Japan	4.2%	-5.2%	4.2%	15.2%	5
North American Smaller Companies	4.1%	-6.6%	27.4%	48.7%	7