Which Funds Have Beaten Their Rivals?

During a sell-off, it's important to pay attention to how a fund has performed against its peers. We look at some of the best outperformers and those which are lagging

Holly Black 15 April, 2020 | 12:13PM

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It’s not often that investors can feel heartened to see their investments have fallen in value, but looking at the big picture is crucial in a market sell-off. At a time when it has been almost impossible for fund managers to generate a positive return, looking at how they have fared against their rivals and to the wider market is key.

A look at the equity funds with a track record of at least 10 years shows that judging performance on one month alone only tells part of the story. Funds are grouped into categories based on their investment remit, those which focus on UK Smaller Companies, for example, or on equities in a broader region such as Europe or Emerging Markets. A fund’s performance relative to its whole category indicates the strength of its investment process, even during times of turmoil.

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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.

About Author

Holly Black  is Senior Editor, Morningstar.co.uk

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