Which Funds Have Been Worst Hit By the Market Sell-off?

The FTSE 100 has lost £110 billion in just 10 days, alongside tumbling developed and emerging equity markets, fixed income prices and commodities. Which funds have been hit?

Karen Kwok 15 January, 2016 | 4:50PM

2016 has not been a profitable year so far for investors. Equities, bonds and commodities have all slumped together since the start of the year. But how large is the damage? And which funds have felt the brunt of the bear?

It is not surprising to see oil and mining stocks are the biggest losers of 2016 so far. Many commodities lost up to half their value last year, and it has continued into 2016. Therefore open and close-end funds that have direct exposure to the mining stocks are also greatly affected. Stocks across the banking sector have also struggled in the past fortnight – and those funds which hold large positions in the financials sector have been hit.

Miners are Having Difficult Time

For investors looking to take the leap into miners right now, it does seem like uncertain times – although there is some argument that now is the opportunity for long-term investor to get in at a low price.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Barclays PLC185.70 GBP0.00
BHP Group PLC2,150.00 GBP0.00
BlackRock UK A Acc690.87 GBP1.03
BlackRock World Mining Trust plc606.01 GBP-0.33
BNY Mellon Emerging Inc GBP Acc1.32 GBP-0.15
Direct Line Insurance Group PLC303.10 GBP0.00
Finsbury Growth & Income Ord902.02 GBP0.45
Glencore PLC288.70 GBP0.00
Hargreaves Lansdown PLC1,667.00 GBP0.00
Jupiter UK Growth L Inc243.00 GBP0.75
Lloyds Banking Group PLC43.26 GBP0.00
Merchants Trust Ord517.01 GBP-0.38
Merian UK Equity Income L GBP Inc8.22 GBP0.11
Prudential PLC1,557.50 GBP0.00
Rio Tinto PLC5,663.00 GBP0.00
Royal Dutch Shell PLC B1,335.40 GBP0.00
Schroders PLC3,626.00 GBP0.00
SVM UK Opportunities Retail632.21 GBP0.46

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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