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
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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Allied Minds PLC23.50 GBP0.00
ASI Global Smaller Companies P1 Acc227.12 GBP0.90Rating
Astellas Pharma Inc1,967.50 JPY0.00
BlackRock Gold and General D Acc1,367.00 GBP-0.15Rating
BNY Mellon Absolute Ret Eq GBP U Acc1.21 GBP-0.08
BP PLC357.60 GBP0.00Rating
British American Tobacco PLC2,599.50 GBP0.00Rating
Capita PLC48.40 GBP0.00
Franklin India W(acc)GBP34.78 GBP-0.03Rating
GAM Multibond Local Emerging Bond GBP R92.86 GBP-0.38
HSBC Holdings PLC444.70 GBP0.00Rating
JPM Global Macro Opportunities C Net Acc1.81 GBP0.28Rating
JPMorgan Indian Ord821.02 GBP-0.48Rating
Jupiter Distribution and Growth I Inc117.00 GBP0.26Rating
Jupiter India I Acc154.38 GBP1.21Rating
Kao Corp6,474.00 JPY0.00Rating
LF Equity Income C Sterling Acc3.44 GBP0.00
Lindsell Train Japanese Eq B GBP QutdInc2.60 GBP0.80Rating
Nintendo Co Ltd48,550.00 JPY0.00Rating
Provident Financial PLC358.60 GBP0.00
Royal Dutch Shell PLC B1,768.00 GBP0.00Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk