Best and Worst Performing Investment Trusts

At the nine-month stage of the year, the best and worst performing investment trusts are unchanged from three months ago, after a strong quarter for China and Japan trusts 

James Gard 6 October, 2020 | 11:38AM

Arrows up and down

As we enter the fourth quarter of the year, we can reveal the best and worst performing rated investment trusts of 2020 so far. China, tech and healthcare have been top performing trusts this year, while value and smaller companies funds have struggled. And these trends are fully reflected in the leaders and laggards of the 48 closed-end funds covered by Morningstar.

The best and worst performing trusts at the end of September (in terms of share price rather than net asset value) are unchanged from our last quarterly review at the end of June. Top of the table is the £14.5 billion Scottish Mortgage, while Temple Bar continues to languish at the bottom of the performance table.

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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

James Gard  is content editor for Morningstar.co.uk

 

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