Which Funds Have Been Worst Hit by the Market Volatility?

Stock market volatility has plagued investors since last summer, with many blaming uncertainty over China's future as the catalyst. Which funds have lost the most value?

Jeremy Beckwith 15 February, 2016 | 8:56AM

For investors, 2016 has been a horrible year with equity markets enduring one of the worst starts to the year for some time. The old Wall Street adage of “as goes January, so goes the year” does not give much ground for optimism either.

Taking data for this year to the close of February 10, both UK and global equity indices show total returns of approximately -9%. But have these market losses translated to actively-managed funds losing value as well?

Which UK Equity Funds Suffered the Biggest Losses?

Amongst UK equity funds, the Morningstar Large-Cap Value category average of -8.9% has done a little better than the Large-Cap Growth category average of -10.4%, but the Mid-Cap category average fared worst at -11.2%. The Small-cap category average fared well at -8.6%. 

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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

Jeremy Beckwith  is Director of Manager Research for Morningstar UK

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