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
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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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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
Rating
Barclays PLC183.52 GBP-0.12Rating
BHP Group PLC1,844.10 GBP-1.27Rating
BlackRock UK A Acc727.02 GBP-1.25Rating
BlackRock World Mining Trust Ord506.05 GBP-0.97Rating
BNY Mellon Emerging Inc GBP Acc1.33 GBP-0.24Rating
Direct Line Insurance Group PLC291.40 GBP0.00Rating
Finsbury Growth & Income Ord884.07 GBP-0.89
Glencore PLC330.50 GBP0.00Rating
Hargreaves Lansdown PLC1,401.00 GBP0.00
Jupiter UK Growth L Inc252.70 GBP-0.76Rating
Lloyds Banking Group PLC45.43 GBP0.00Rating
Merchants Trust Ord521.17 GBP-1.76Rating
Merian UK Equity Income L GBP Inc8.41 GBP-0.16Rating
Prudential PLC1,392.00 GBP0.00Rating
Rio Tinto PLC4,830.50 GBP0.00Rating
Royal Dutch Shell PLC B1,528.40 GBP0.00Rating
Schroders PLC3,659.00 GBP0.00Rating
SVM UK Opportunities Retail668.40 GBP-0.18Rating

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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