Morningstar's Guide to Active and Passive Investing

Investors can choose between 3,000 open-end funds, 300 investment trusts and more than 2,000 exchange-traded funds; but with choices come challenges

Emma Wall 15 June, 2015 | 8:46AM

What’s in your portfolio? In generations past if you wanted to boost your income, investors turned to stocks – holding individual share certificates from the likes of Barclays, Unilever and Tesco.

Sixty years ago the FTSE 100 did not yet exist; instead the main UK index was the FT 30, and diversification was achieved by investing in different sectors. There were a few investment trusts on offer, but they were mainly focused on domestic equities. A private investor would not have dreamt of accessing a pharmaceutical company in India or a technology stock listed in Japan.

Now, investors can choose between 3,000 open-end funds, 300 investment trusts and more than 2,000 exchange traded funds. Offering you access to the most remote stock markets, commodities and bonds from as little as £50 a month.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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