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
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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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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alphabet Inc A2,751.33 USD0.00Rating
Amazon.com Inc3,335.55 USD0.00Rating
Apple Inc148.69 USD0.00Rating
ASI Global Smaller Companies P1 Acc225.84 GBP1.41Rating
ASI Latin American Equity I Acc88.57 GBP-2.10Rating
Facebook Inc A324.61 USD0.00Rating
Franklin US Opportunities W Acc5.17 GBP1.15Rating
JOHCM Asia ex-Japan A GBP Inc2.87 GBP0.28Rating
Jupiter India I Acc150.59 GBP0.11Rating
Lazard Emerging Markets A Acc3.92 GBP0.10Rating
Lindsell Train Japanese Eq B GBP QutdInc2.56 GBP0.24Rating
Microsoft Corp309.16 USD0.00Rating
Robeco Emerging Stars Equities F £187.50 GBP-0.12Rating
Square Enix Holdings Co Ltd6,150.00 JPY0.00
T. Rowe Price US Blue Chip Eq Q GBP42.65 GBP-0.30Rating
T. Rowe Price US Lg Cap Gr Eq Q GBP43.78 GBP-0.27Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk