3 Fund Poised to Bounce Back in 2015

THE VALUE INVESTOR: Fund analysts have marked these three funds as among the best in their peer group, but they have underperformed recently. Could now be the time to buy?

Emma Wall 8 January, 2015 | 2:50PM
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This article is part of Morningstar’s Guide to Investing Ideas for 2015, our comprehensive round-up of where the most promising stocks, funds and markets can be found this year.

Even the greatest talents have off years. Athletes crash out of world tournaments, only to win gold next time around, pop stars’ best albums often follow a dud and actors can go from film flop to Oscar winner in one awards season.

Identifying the Comeback Kids of the City can be a profitable affair; picking up cheap units while a fund manager’s style is out of favour could result in long-term positive returns. To try and identify these under-rated investments we used the Morningstar Fund Screener to weed-out the funds that were highly rated by our analysts but had underperformed their benchmark or peers in the last year. Here are three of the results.

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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
Aegon UK Equity GBP A Acc  
Liontrust European Opports A Acc GBP  
M&G Recovery GBP A Acc309.03 GBP-0.45Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar