Can You Rely on 1 Year Returns?

The sharp recovery of global stock markets have helped some funds to meteoric returns over the past year. But investors should also consider long-term performance 

James Gard 27 May, 2021 | 11:33AM
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Many UK and European funds have been in the vanguard of the value recovery over the last year and are now topping the league tables of best performers in 2021 after a disappointing 2020.

The best performing funds over one year, according to Morningstar data, have put in some seriously impressive returns. Premier Miton UK Smaller Companies leads the pack with a gain of over 100%. Small, micro and even nano cap funds in the UK and Europe dominate the top 10 performers as these companies gear up for the economic recovery. The top five funds all returned more than 70% over the year (research shows that smaller company shares tend to outperform large caps in high-growth scenarios).

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About Author

James Gard  is content editor for Morningstar.co.uk