5 Best and Worst-Performing Funds of 2018

US funds powered ahead in the first half of the year, with emerging markets lagging. But it was a Japanese offering that topped the charts, according to Morningstar data

David Brenchley 19 July, 2018 | 7:55AM

Wall Street, US flag, US equities, funds, trade war

US equities shrugged off geo-political fears in the first half of 2018 to storm to the top of the best-performing top-rated funds list. But trade war talk meant emerging market offerings were relegated to the bottom of the charts, data from Morningstar Direct show.

The last time we checked year-to-date performance, at the end of the first quarter, we’d seen sell offs in both equity and bond markets, meaning it was difficult to find many funds that had delivered positive returns.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Latin American Equity I Acc124.64 GBP-0.26
Alphabet Inc A1,519.44 USD0.00
Amazon.com Inc2,155.67 USD0.00
Apple Inc319.00 USD0.00
Facebook Inc A217.80 USD0.00
Franklin US Opportunities W Acc3.59 GBP-0.16
JOHCM Asia ex-Japan A GBP Inc2.01 GBP-1.45
Jupiter India I Acc112.03 GBP-1.52
Lazard Emerging Markets A Acc3.57 GBP-1.68
Lindsell Train Japanese Eq B GBP QutdInc2.65 GBP-1.63
Microsoft Corp187.23 USD0.00
Robeco Emerging Stars Equities F £172.55 GBP-0.53
SLI Global Smaller Companies Pltfm 1 Acc147.01 GBP-0.80
Square Enix Holdings Co Ltd4,910.00 JPY0.00
T. Rowe Price US Blue Chip Eq Q GBP30.86 GBP-0.29
T. Rowe Price US Large Cap Gr Eq Q GBP30.83 GBP-0.26

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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