Best and Worst Performing Funds in April

Gold and equity funds are among the best performers with gains of up to 40%, while bonds lag behind

Annalisa Esposito 4 May, 2020 | 12:14AM

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With much of the world in lockdown and uncertainty rife, there was one clear winner in the fund stakes in April: gold. The yellow metal is historically a safe haven asset and investors traditionally flock to it during periods of unease. Their reaction in the middle of a global pandemic was no different; the gold price is up 32% from a year ago. 

We’ve looked at the April performance of funds that are rated by Morningstar analysts to find the winners and losers from a fraught month on the market. BGF World Gold and BlackRock Gold and General, both Bronze-Rated by Morningstar analysts, topped the table of best performing funds in April, producing incredible returns of 40.7% and 40% each. The stellar numbers also puts them in the top ten performers year to date, returning 21.2% and 11.3% respectively so far in 2020 - not bad considering the wall-to-wall falls across markets in March.  

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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

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

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