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Funds & ETFs

Find data on Fund, ETFs & investment trusts

Top 100 Funds mid-year performance review

Top 100 Funds update: We identify the winners and the losers among our Top 100 Funds for the first half of 2014.


How do I reduce the 90 holdings in my Isa?

Our reader wants to retire in 10 years but has built up too many holdings in his individual savings account (Isa) and wants to invest passively. Our experts say he needs structure, diversification and discipline.


A selection of IC Porfolio clinic articles

Investment trust Isa needs more diversification

Our reader has packed his individual savings account with investment trusts, but has missed some key areas

38-year-old wants "maximum return for minimum effort"

Is it possible to have a winning DIY strategy without spending hours on end researching investments? Our experts unpick a reader's portfolio to see if his strategy is meeting his aims.

First time investor: How to invest a lump sum in ETFs

If you normally invest a small amount of your salary every month, getting your annual bonus may present a rare opportunity to invest a lump sum. Here we show you how to use it to build an ETF portfolio.

To retire at 51 you need a higher-yield

Our experts disagree on how a reader can achieve his income targets

More funds news and views

  1. UK Equity Income from Invesco at a discount

    By Katie Morley , 23 July 2014

    A discounted alternative to the Edinburgh Trust, which we tipped last week.

  2. How much? L&G Cash Trust

    By Katie Morley , 23 July 2014

    This money market fund has very high fees and has consistently produced negative returns.

  3. How the latest plans for pension reforms affect you

    By Katie Morley , 23 July 2014

    If you're close to retirement then you need to be up to speed on the government's plans for its radical pension reforms. More details were announced this week.

  4. Tidy your Isa to produce 4 per cent yield

    By Moira O'Neill , 18 July 2014

    Our experts show two readers in their 60s how to generate substantially more income from their individual savings accounts by tidying up their portfolio

  5. Change in China after Bolton

    By Leonora Walters , 16 July 2014

    Dale Nicholls explains how he is positioning Anthony Bolton's former fund to capture the benefits of change in China.

ISA funds  

£20bn held in 'dog funds'

£20bn of investors' money is invested in funds that consistently underperform their benchmarks

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We show you the total cost of investing with more than 30 different providers. Simply select the amount you want to invest and the duration of the investment.

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