Best and Worst Performing Funds in January

China funds remained top of the pack, while Latin American and Japan funds struggled as global equities lost ground towards the end of the month

James Gard 1 February, 2021 | 12:44PM

Gold trophy

Global equities had a strong end to 2020 but January was more of an uphill struggle as familiar worries such as the economic impact of coronavirus resurfaced. Away from the GameStop drama, world markets ended the month very much where they started, with a strong start to January cancelled out by weakness as the month drew to a close.

Still, when we look at the best performing Morningstar rated funds for January, we can see the 2020 winners have managed to maintain their strong form going into 2021, with China again leading the pack as we approach Chinese New Year on February 12. Eight out of 10 of the best-performing funds have a China focus, with Bronze-rated Invesco Greater China Equity the best of the bunch, gaining 8.7% in January. Its top holdings include internet retailer JD.com (JD) and social networking giant Tencent (00700), which are rated two and three stars by Morningstar analysts respectively. The next best performing China fund, Silver-rated JPM China, isn’t too far behind with a rise of 8%.

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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.

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James Gard  is content editor for Morningstar.co.uk

 

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