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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Income-focused funds lead the way in the balanced sector

We look at what has driven the performance of the leading funds in the Mixed Asset Balanced sector over the last five years.

Trust Insider: can Monks' new managers turn things around?

Monks has been cautious when it should have bold

Why Scottish Mortgage is sad at 40% Skyscanner return

The £1.4 billion sale of flight search website is a let-down for trust that backed the 'unicorn' in January. Longer-term investors are pleased though.

Invesco Perpetual launches global multi-asset income fund

The enw fund is an extension of the £7.3 billion Invesco Perpetual Global Targeted Returns.

John Chatfeild-Roberts steps down from Jupiter board

Chatfeild-Roberts to focus on fund management responsibilities

Aviva Investors targets corporate stamina with new fund

The Global Equity Endurance targets 'superior' and 'resilient' firms, which it will typically hold for at least five years.  

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