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
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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Aberdeen Standard Equity Inc Trust Ord377.06 GBP1.22Rating
Axis Bank Ltd691.30 INR0.00
Baillie Gifford Japan Ord992.55 GBP-2.31Rating
BlackRock Frontiers Ord123.00 GBP0.20Rating
Edinburgh Investment Ord630.01 GBP0.32Rating
Edinburgh Worldwide Ord301.54 GBP-1.13Rating
Gazprom PJSC243.31 RUB0.00
Grupo Financiero Galicia SA120.15 ARS0.00
Halyk Savings Bank of Kazakhstan JSC155.90 KZT0.00
HDFC Bank Ltd1,399.50 INR0.00
IndusInd Bank Ltd917.25 INR0.00
JPMorgan Indian Ord677.12 GBP-1.29Rating
JPMorgan Russian Securities Ord675.01 GBP-0.29Rating
Murray International Ord1,166.16 GBP-1.17Rating
National Bank of Kuwait SAK0.83 KWD0.00
Sberbank of Russia PJSC302.06 RUB0.00
Scottish Mortgage Ord1,070.05 GBP-0.69Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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