The tables below show the best performing funds to invest in over 5 years and 10 years. Manage your money with an easy-to-use Moneybox app. The top performers Royal London’s Sustainable Leaders fund was the top performing UK ethical fund over the past decade, almost tripling investors’ cash, … Paid content. By Leonora Walters. You should consider seeking independent financial advice and consider your personal financial circumstances when comparing products. You are about to post a question on finder.com: Level 2, 20 St Thomas St, We do not allow any commercial relationship to affect our editorial independence. Laura Suter, personal finance analyst AJ Bell observes that over the six months the FTSE 100 index is down 17 per cent, the FTSE All Share down a similar 18 per cent and the FTSE 250 index of smaller companies down just over 21 per cent. The 10 best performing funds of 2020. Gold finished the 1st half of the year breaking through $1,800 as the equity rally slowed and investors grew concerned over a second wave of the virus.’. 39.4 Baillie Gifford Global Discovery Bronze Global Small-Cap Equity. reference number: 786446). The best performing funds of 2019/2020 ; How we found the "best" funds ; Baillie Gifford American Fund B Accumulation ; Baillie Gifford American Fund B Income ; BlackRock Global Funds – World Technology Fund D2 GBP Acc ‘Rounding off the top three is LF Ruffer Gold. Compound annual growth rate (CAGR) is a more accurate way of calculating the returns of an investment. Most of these funds have high weightings to the tech sector. View all. Discover how to find the best fixed-rate bonds and how this compares to other savings accounts. Global-42.7-48.6. Fidelity is another good all-rounder, offering a good package at a decent price. Fund objectiveThis fund aims to outperform the S&P 500 index by at least 1.5% per annum over rolling 5 year periods. Sanlam UK’s latest Income Study, published today (February 11), put the £1bn Aviva UK Listed Equity Income fund at the top of its list for the five years to December 31, 2019. 'Usually the US market is dismissed as being too efficient for active managers to outperform, but the volatile markets have proved ripe ground for fund managers,' she added. Next, take a nap, you deserve it. Capital at risk. Our Select 50 predominantly features actively managed funds. Baillie Gifford now has three of the top five performing unit trust funds over a 12-month period marking a switch away from the dominance funds in the mining sectors had a couple of months ago. our site. Past performance is no guarantee of future results. Lowcock adds that as UK stocks are known globally for steady income, dividend cuts have hit the domestic market hard - and especially the UK Equity Income sector, already reeling last year from the Woodford furore. Capital at risk. Adrian Lowcock, head of personal investing at Willis Owen, said that the Morgan Stanley US Growth fund led the way due to a combination of technology and healthcare stocks. 'The UK Equity income sector led the worst performers for the first half of the year as companies rushed to cut dividends, some were necessary, some were prudent and some cuts were forced upon companies,' he said. The comments below have not been moderated. decisions. The views expressed in the contents above are those of our users and do not necessarily reflect the views of MailOnline. Saxo Markets offers a wide access to a range of stocks, ETFs and funds. 'The worst of a bad bunch was Natixis H2O MultiReturns with a -24 per cent loss – far more than equity markets. Find out 5 key ways to invest in a falling or “bear” market. So far, 2020 has been quite a choppy year. The data from AJ Bell (above) differs slightly to that from Willis Owen's (below) as the former shows the fund's performance in its local currency while the latter translates returns into sterling. It invests at least 70% in shares of companies that provide or benefit from technological advances.Key holdings: Fund objectiveThe objective of this fund is to achieve growth by tracking the performance of the companies in the FTSE Word Index. may also receive compensation if you click on certain links posted on And three, the US market generally being seen as a safe bet compared to all other equity markets. How much money do you need to start investing? accurate but you should confirm any information with the product or Fund name. One, the huge monetary response from the US Federal Reserve and the sense that the Trump administration will not allow a financial crisis in the run-up to an election. our partners for featured placement of their products or services. Invesco Latin American (UK) Specialist Remember that these are the performances of these funds in the past. We endeavour to ensure that the information on this site is current and The results in the table above are based on the compound annual growth rate (CAGR) over five years – we’ll explain what this means in a bit more detail below if your life needs a bit less excitement, but feel free to skip it. It invests at least 70% of its total assets in technology companies.Key holdings: Fund objectiveThis fund aims to achieve long term gains by investing in a global portfolio of technology companies.Key holdings: Fund objectiveThis fund aims to give long term growth. The ETF … All investing should be regarded as longer term. Past performance is no guarantee of future results. Capital at risk. AJ Bell is a good all-rounder for people who to choose between shares, funds, ISAs and pensions. Baillie Gifford Long Term Global Growth Investment: 95.6%. If you’re not sure which investments are right for you, please seek out a financial adviser. ESG investing: Can investments help save the planet and make money? This strategy has resulted in a very good performance record, with Merian UK Mid Cap consistently outperforming the FTSE 250 index and IA UK All Companies sector average. We that aims to provide you with the tools you need to make better finder.com compares a wide range of products, providers and services but we don't provide information on all available products, providers or services. Use the table below to search for top-performing funds over the last 10 years. On average the sector delivered a loss over the year to date of 2 per cent and almost two-thirds of funds have delivered a loss during the period,' she said. Specialist-40.0-27.9. Optional, only if you want us to follow up with you. This year's best-perfoming exchange-traded funds. Many dividend paying companies have lagged in the rally as they sat in areas of the markets not set to benefit from any short-term changes in people’s behaviour - such as energy, financials and insurance.'. How tech and gold funds shone brightly during crisis... 'We would worry if we were included': Hargreaves Lansdown... Should you put all your pensions in one pot? 'The economic recovery in China has been reassuring for investors and helped drive the markets higher, helped by its technology exposure,' says Lowcock. The data from AJ Bell (above) differs slightly to that from Willis Owen's (below) as the former shows the fund's performance in its local currency while the latter translates returns into sterling. Fund managers have proved their worth, with active funds doing well in the strongly recovering US market. She has a particular love for spreadsheets, having also worked as a management accountant. The UK stock market was already unloved thanks to the ongoing uncertainty of Brexit’s impact. 10 Dec 2020. Trustnet finds out which funds and sectors have navigated one of the toughest quarters in recent memory. If you’re a basic-rate taxpayer, £1 will go into your pension for every 80p you save. This means that while the AJ Bell figures more accurately represent the actual perfomance of the fund itself, the Willis Owen figures reflect more closely the returns that UK investors will have seen on their online platforms after exchange rates have taken effect. 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