Best and Worst Performing Funds in January

Tech and index-linked funds were among the best performers last month, while Chinese stocks where hit hard by the coronavirus outbreak

Annalisa Esposito 3 February, 2020 | 12:42PM

Arrows

The best performing funds in January are either US-focused, tech-focused or index-linked gilts, Morningstar data reveals.

Fund Name Morningstar Analyst Rating  Return (%)
Morgan Stanley US Advantage  Silver 7.6
PGIM Jennison US Growth Silver 7.1
BGF World Technology  Silver 6.9
Polar Capital Global Tech Income  Silver 6.7
T. Rowe Price Global Tech Equity Neutral 6.5
Franklin US Opportunities  Neutral 6.2
iShares Index Linked Gilt Index Neutral 5.9
L&G All Stocks Index Linked Gilt Index Neutral 5.0
Royal London Index Linked Bronze 5.0
Baillie Gifford Global Discovery Silver 4.7
   

At the top of the list are two US funds, Morgan Stanley US Advantage and the PGIM Jennison US Growth, which are up 7.6% and 7.1% respectively over the month.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

About Author

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

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies