Which Funds Went From Hero to Zero?

We reveal the funds that have fallen from their top spots, and those which have shot up the rankings, in an unprecedent year for investors

Annalisa Esposito 22 December, 2020 | 9:17AM
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The coronavirus pandemic has shaken up the performance of funds this year. Some of those which outstripped their peers in 2019 have found themselves among the worst performers in 2020 as the investing environment changed, while others have soared up the rankings from worst to first.

Morningstar Direct data shows there are three funds which were in the top decile of their Morningstar Category in 2019 but are among the bottom 10% of performers in the group in 2020 year to date. Funds are ranked within their category based on their performance over a certain period; a fund that ranks fifth out of 50 funds, for example, would be in the top decile, or top 10%. 

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

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