4 Funds That Went From Worst to First

Investors who ditched some of the worst performers of 2018 have missed out on a recovery in 2019 - we look at the funds that have gone from zero to hero

Annalisa Esposito 9 December, 2019 | 2:35PM

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Investors could be forgiven for dumping underperforming funds from their portfolio, but acting too soon could mean missing out on bumper returns. For those who doggedly stuck by 2018's laggards, 2019 has been an incredibly rewarding year.

Some of the worst performing funds last year have topped the performance tables over the past 12 months. Morningstar Direct data shows there are at least four funds which were in the bottom decile of performers in 2018, which are among the top 10% of performers this year.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis UK Select R Acc4.67 GBP1.48
GAM Global Diversified Acc5,181.95 GBP1.88
Harris Associates Glb Concntr Eq I/A USD1.32 USD0.52
UBS US Equity C Acc147.52 GBP0.44

About Author

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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