Sunniva Kolostyak

These exchange-traded funds focused on the S&P 500 and MSCI USA indexes earn top ratings from Morningstar in 2026.

These exchange-traded funds focused on the FTSE 100 and FTSE AllShare earn top ratings from Morningstar.

UK earnings season revealed dividend increases across the FTSE 100, with banks, oil majors, and defense giants boosting payouts for income investors.

Private equity trusts dominate the list of worst performers last month.

Private equity investment trusts dominated the list of best performers again.

In a strong month for global stock markets, financial technology and UK small-cap funds struggled.

Global stock markets rallied last month, with Korea and Japan equity funds claiming the top spots.

Private equity investment trusts were among both the best and worst performers.

India equity funds were among the laggards at the start of the year.

Gold price rally helped precious metals funds dominate the list of top performers, but a Korean fund claims the top spot.

UK’s largest investment trust has added to its already large position in European retailer Action.

With UK inflation set to ease and growth slowing, fund managers argue markets are underestimating the scale of potential BoE rate cuts.

Four Baillie Gifford investment trusts have heavy exposure to Elon Musk’s space company ahead of a potential 2026 IPO.

Updated: Rathbone Income recovered strongly in 2025 after being among the worst performers in 2024.

Five-year underperformance of the popular UK investment trust overshadows AGM.

Five years of weak relative returns set the stage for a pivotal AGM that could reshape the future of Train’s £980 million UK investment trust.

Most fund investors made money in 2025. These funds did the opposite.

Gold and natural resources funds were the biggest winners over the year.

Precious metals and natural resources trusts outperformed, while bond trusts struggled.

Interest rate cuts could drive positive returns, but investors should expect volatility around political risks.

Stocks include housebuilder Persimmon, budget airline easyJet and British Gas owner Centrica.

With the Bank of England set to cut interest rates, fund managers examine the growth opportunities on the horizon in 2026.

Biotechnology trusts outperformed, while private equity trusts struggled.

Global technology funds slide over AI bubble concerns.

The gold price rally drives precious metals funds higher in November.

Changes in interest rates and inflation, sector rotations and the defense boom have helped push UK equity valuations higher.

New tax rules for pensions, property income, and ISAs mean affluent households face higher bills.

Sectors that were targeted or spared the chancellor’s tax changes gave an immediate response.

China, Korea, and Taiwan AI-focused stocks lift emerging market indexes.

Largest UK investment trust says weaker trading conditions in France could harm its largest holding, Action.