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
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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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Jeremy Beckwith  is Director of Manager Research for Morningstar UK

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