5 Best and Worst Performing Trusts of 2018

Returns were hard to come by in the first quarter of 2018, with just four top rated closed-end funds in positive territory over the three-month period

David Brenchley 4 April, 2018 | 2:44PM
Facebook Twitter LinkedIn

Delhi, India, Investment trusts, JPMorgan Indian, share price

The rather abrupt return of stock market volatility in late January and early February shook investors and markets out of their previously uninterrupted bull run. Combine that with rising concern over a possible trade war between the US and China, as well as predictions for rising inflation and interest rates and most markets ended March in negative territory.

The FTSE 100 was among the worst hit, down more than 7% in local currency terms, closely followed by Japan’s Nikkei 225 down more than 5%. The S&P 500 saw a minimal loss, with Hong Kong’s Hang Seng one of the few main indices showing positive movements.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Aberdeen Standard Equity Inc Trust Ord325.41 GBP-3.44Rating
Axis Bank Ltd807.80 INR0.00
Baillie Gifford Japan Ord1,110.09 GBP0.92Rating
BlackRock Frontiers Ord123.50 GBP0.00Rating
Edinburgh Investment Ord600.04 GBP-0.82Rating
Edinburgh Worldwide Ord331.63 GBP2.04Rating
Gazprom PJSC335.82 RUB0.00
Grupo Financiero Galicia SA198.05 ARS0.00
Halyk Savings Bank of Kazakhstan JSC184.94 KZT0.00
HDFC Bank Ltd1,583.30 INR0.00
IndusInd Bank Ltd1,130.05 INR0.00
JPMorgan Indian Ord829.00 GBP-0.24Rating
JPMorgan Russian Securities Ord764.60 GBP-2.72Rating
Murray International Ord1,088.18 GBP-1.25Rating
National Bank of Kuwait SAK0.96 KWD0.00
Sberbank of Russia PJSC330.92 RUB0.00
Scottish Mortgage Ord1,398.54 GBP0.51Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement