This paper outlines the Morningstar's proposed solution to the challenge of presenting historical fund performance, given the launch of new, commission-free share classes being introduced to investors under changes required by the Retail Distribution Review (RDR).

The expertly managed Newton Asian Income Fund has achieved top quartile performance over the last 1, 3 and 5 years to 30 September 2012 (Lipper). The Fund offers investors concentrated access to Asian companies with strong balance sheets and is an ideal fund for investors who prefer a combination of

The Newton Asian Income Fund seeks to generate income for investors, together with long-term capital growth, through a concentrated portfolio of shares in companies based in Asia, excluding Japan, but including Australia and New Zealand.

Identifying fund managers who can outperform the market consistently after expenses is often difficult. This paper focuses on two insightful pieces of research into the traits of managers who are likely to show persistent outperformance and deliver value for money. A brief summary of the key

This Fund aims to generate long-term capital growth by investing primarily in small US companies.

The Fund aims to achieve capital growth by investing primarily in a selection of medium sized companies, which are constituents of the FTSE 250 (ex Investment Trusts) Index.

The Fund aims to achieve above average capital growth from a concentrated portfolio of both long and short positions in UK equities and UK equity derivatives. The Fund will maintain at all times a directional exposure to the UK equity market.

The Fund aims to provide long-term capital growth with a reasonable and growing level of income, through investing primarily in ‘blue chip’ large capitalised UK companies, but with the flexibility to also hold small and medium-sized companies, when the Fund Manager feels this is appropriate.

This guide provides an insight into how the fund management industry helps to connect companies in need of capital to investors who can supply it.

At a time when many sectors are shrinking as product providers rationalise their fund ranges one area of the market is well and truly bucking the trend – it only takes a cursory glance at the trade press to see the proliferation of risk rated funds/portfolios.