5 Top Performing Investment Trusts

Stock markets have made paltry gains so far this year - but against this backdrop certain funds have thrived. The top performing investment trusts have returned 20%

Emma Wall 20 August, 2014 | 3:55PM
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Stock markets have had a sanguine year so far. After an incredible rally in 2013, the S&P 500 has made much slower gains over the past eight months and the FTSE 100 is around the same level now as it was in January – albeit with some volatility in between.

Morningstar investment strategist Andy Brunner said that equity markets were vulnerable to a setback with little priced into equities or credit for anything untoward developing yet the potential for disappointing outcomes is growing.

“Greater uncertainty over geopolitics and US growth and interest rate trends may generate some near term equity market instability,” he said. “An equity market correction may well be underway potentially engendering a safe-haven bid in government bonds.”

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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Aberdeen New Thai Ord414.00 GBX-0.96Rating
Invesco Asia Ord355.00 GBX2.16Rating
JPMorgan Indian Ord836.00 GBX0.00Rating
Pacific Assets Ord349.00 GBX1.01Rating
Templeton Emerging Mkts Invmt Tr TEMIT181.40 GBX0.78Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar