5 Best and Worst Performing Funds of 2018

A Japan-focused fund has been the best performing top rated fund year to date, while a pair of Indian offerings were at the opposite end of the table

David Brenchley 6 April, 2018 | 2:29PM

Japan flag

The long-awaited, but seemingly sudden return of volatility dampened returns available to investors during the first quarter of 2018, with gains hard to come by for open-ended fund-heavy portfolios.

Only three Investment Association sectors produced gains during the three-month period, and those were minimal. UK Gilts, Short Term Money Market and Money Market funds returned 0.12%, 0.05% and 0.04% on average in Q1. They were followed by Japanese Smaller Companies, which lost 0.21%.

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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
AA PLC26.25 GBX0.19
Allied Minds PLC39.50 GBX-2.47
Astellas Pharma Inc1,506.00 JPY1.31
BP PLC205.95 GBX-0.87
British American Tobacco PLC2,617.00 GBX0.54
Capita PLC25.14 GBX-5.13
HSBC Holdings PLC308.55 GBX-0.23
JPMorgan Indian Ord604.00 GBX0.17
Kao Corp7,767.00 JPY0.17
Nintendo Co Ltd56,920.00 JPY-0.52
Provident Financial PLC205.20 GBX-3.75
Royal Dutch Shell PLC B932.40 GBX-0.75

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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