Morningstar

Ten income funds that beat the market last year

IFAonline | 08 Feb 2012 | 07:40

Income investors enjoyed a bumper year in 2011 as dividends from UK-listed companies hit an all-time high, surging 12.8% to £67.8bn.

mcclure-john-unicorn
euro in black light

European winners amidst the carnage

Morningstar's latest European asset flow update for 2011 highlights which fund managers and sectors - in spite of European doom and gloom - came out on top.

International Investment | 27 Jan 2012 | 10:10
north-america1

How US managers weathered the storm

Charlotte Richards finds out how US managers have navigated a difficult period and assesses the impact the eurozone crisis has had on the market.

Professional Adviser | 12 Jan 2012 | 08:00

Other Morningstar articles

Tax burden falling

Fund launches fell to decade low in 2011

Fund launches reached a decade low last year as groups held back new products in the face of market volatility.

IFAonline | 09 Jan 2012 | 11:15
2011-co

Revealed: Multi-managers' favourite funds of 2011

Multi-managers reveal the funds that helped them navigate their portfolios through a difficult 2011.

Professional Adviser | 22 Dec 2011 | 11:11
big-etf

Most investors spooked by synthetic ETFs, says Morningstar

Nine out of ten investors are concerned about synthetic exchange traded funds (ETFs) on the back of a series of warnings from global regulators about their dangers, research suggests.

ETFM | 21 Nov 2011 | 11:30
Morningstar

Morningstar updates ratings for closed and open-ended comparison

Morningstar has changed its methodology for rating closed-ended funds, with the aim of making it easier for investors to compare risk-adjusted performance against open-ended equivalents.

IFAonline | 16 Nov 2011 | 14:00
Green shoots in the palm of the hand

ETF managed portfolios see good growth

Managed portfolios which invest primarily in ETFs are continuing to grow as use of ETFs among individuals and institutions becomes more widespread.

ETFM | 01 Nov 2011 | 12:47
warning light

Europe should adopt US-style warning system for ETFs

A warning system for retail investors using ETFs, similar to that used in the US, could help raise awareness of the nuances of the funds, says a Morningstar research head.

ETFM | 31 Oct 2011 | 10:33
sweet-etfs

ETFs and the nomenclature nightmare

With the expansion of the ETP industry, there has been increased confusion about how each product differs. Trying to pick an ETF among the barrage of products no longer seems as straight-forward. Helen Fowler takes a look at why this confusion has emerged

ETFM | 28 Oct 2011 | 11:33
manek-jayesh

Jayesh Manek: How I beat everyone during volatile summer

An asset manager best known for winning a Sunday Times fantasy fund manager competition before establishing his own investment business has outperformed every one of his peers over the last three months, as markets suffered.

IFAonline | 13 Oct 2011 | 12:00
etfmoctfinal

Devise and conquer: how to enter the US ETF market

The US ETF market is expected to see significant growth in the coming years, but breaking into this lucrative market is proving to be a challenge, as Emma Cusworth reports

ETFM | 29 Sep 2011 | 16:38
storm-warning

ETFs: the perfect storm

Nick Sudbury looks for safe havens in the government bond sector

ETFM | 29 Sep 2011 | 16:34

Viewpoints

In Focus

Latest jobs

Coffee Lounge