How Have Energy Funds Fared this Year?

Energy funds have had a bad year, but there's a wide gap between the best and worst performers

Annalisa Esposito 26 October, 2020 | 12:45PM

energy funds

With businesses in lockdown and families stuck at home, the Covid-19 pandemic has hit demand for oil and gas. The year so far has seen seismic shifts in consumption and product, and it's no surprise that energy funds have suffered as a result.

We’ve looked at funds in the Morningstar Energy Category, which are available for sale in the UK and have at least £100 million in assets under management. While they are all in negative territory, the difference between the best and worst performers energy fund is stark.

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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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