5 Best and Worst-Performing Investment Trusts in 2019

Of the 55 investment trusts Morningstar analysts give Gold, Silver or Bronze ratings to, none lost investors money in the first quarter of 2019 as equity markets regained lost ground

David Brenchley 1 April, 2019 | 8:47AM
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China, emerging markets, stock markets, investment trusts, equities, stocks

No investment trust rated highly by Morningstar analysts lost investors money during the first quarter of 2019, data from Morningstar Direct show.

After a tricky three months to end 2018, stock markets across the globe re-rated to start the current year, with all of the major world regions recording positive gains in the year to date.

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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
Edinburgh Worldwide Ord325.00 GBX2.04Rating
Fidelity China Special Ord328.00 GBX1.08Rating
JPMorgan China Growth & Income Ord525.00 GBX0.96Rating
JPMorgan Indian Ord831.00 GBX-0.24Rating
LendingTree Inc155.58 USD0.14
Murray International Ord1,102.00 GBX-1.25Rating
Ocado Group PLC1,700.00 GBX-3.90Rating
Pacific Assets Ord354.00 GBX-0.98Rating
Personal Assets Ord49,250.00 GBX0.10Rating
Ruffer Investment Company Ord293.00 GBX0.00Rating
Scottish Mortgage Ord1,391.50 GBX0.51Rating
Temple Bar Ord1,030.00 GBX-1.53
Wayfair Inc Class A286.26 USD3.02Rating
Worldwide Healthcare Ord3,705.00 GBX1.09Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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