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
Allied Minds PLC20.00 GBP0.00
ASI Global Smaller Companies P1 Acc213.21 GBP0.57Rating
Astellas Pharma Inc1,739.00 JPY0.00
BlackRock Gold and General D Acc1,398.33 GBP1.55Rating
BNY Mellon Absolute Ret Eq GBP U Acc1.23 GBP-0.11
BP PLC289.20 GBP0.00Rating
British American Tobacco PLC2,680.50 GBP0.00Rating
Capita PLC35.27 GBP0.00
Franklin India W(acc)GBP30.31 GBP-0.03Rating
GAM Multibond Local Emerging Bond GBP R97.84 GBP1.08
HSBC Holdings PLC397.45 GBP0.00Rating
JPM Global Macro Opportunities C Net Acc1.79 GBP0.17Rating
JPMorgan Indian Ord743.03 GBP-0.66Rating
Jupiter Distribution and Growth I Inc116.12 GBP-0.34Rating
Jupiter India I Acc138.03 GBP0.23Rating
Kao Corp6,574.00 JPY0.00Rating
LF Equity Income C Sterling Acc3.65 GBP0.00
Lindsell Train Japanese Eq B GBP QutdInc2.54 GBP-2.37Rating
Nintendo Co Ltd56,400.00 JPY0.00Rating
Provident Financial PLC283.40 GBP0.00
Royal Dutch Shell PLC B1,419.80 GBP0.00Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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