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

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.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Standard Equity Inc Trust Ord254.00 GBP-0.39
Axis Bank Ltd493.70 INR0.00
Baillie Gifford Japan Ord948.03 GBP0.53
BlackRock Frontiers Ord100.94 GBP1.96
Edinburgh Investment Ord466.04 GBP0.98
Edinburgh Worldwide Ord307.50 GBP0.00
Gazprom PJSC166.32 RUB0.00
Grupo Financiero Galicia SA113.95 ARS0.00
Halyk Savings Bank of Kazakhstan JSC110.89 KZT0.00
HDFC Bank Ltd1,224.15 INR0.00
IndusInd Bank Ltd625.15 INR0.00
JPMorgan Indian Ord605.00 GBP0.17
JPMorgan Russian Securities Ord567.00 GBP0.18
Murray International Ord946.00 GBP-0.21
National Bank of Kuwait SAK0.88 KWD0.00
Perpetual Income & Growth Ord221.50 GBP-0.22
Sberbank of Russia PJSC209.11 RUB0.00
Scottish Mortgage Ord1,047.02 GBP-0.38

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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