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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Allied Minds PLC24.00 GBP0.00
ASI Global Smaller Companies P1 Acc202.73 GBP1.16
Astellas Pharma Inc1,648.00 JPY0.00
BlackRock Gold and General D Acc1,494.79 GBP3.59
BNY Mellon Absolute Ret Eq GBP U Acc1.22 GBP0.06
BP PLC302.95 GBP0.00
British American Tobacco PLC2,901.00 GBP0.00
Capita PLC44.69 GBP0.00
Franklin India W(acc)GBP27.26 GBP0.00
GAM Multibond Local Emerging Bond GBP R96.91 GBP0.65
HSBC Holdings PLC427.45 GBP0.00
JPM Global Macro Opportunities C Net Acc1.78 GBP0.40
JPMorgan Indian Ord711.01 GBP0.28
Jupiter Distribution and Growth I Inc113.41 GBP0.31
Jupiter India I Acc119.85 GBP1.18
Kao Corp7,240.00 JPY0.00
LF Equity Income C Sterling Acc3.43 GBP0.00
Lindsell Train Japanese Eq B GBP QutdInc2.84 GBP0.59
Nintendo Co Ltd65,050.00 JPY0.00
Provident Financial PLC243.60 GBP0.00
Royal Dutch Shell PLC B1,350.20 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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