Which funds and sectors performed best in H1?

And which are the laggards?

Beth Brearley
clock • 2 min read

The first half of 2019 has generally been a positive one for investors, with every fund sector reporting positive returns on average. Chelsea Financial Services looks at which funds and sectors have fared the best and which are lagging.

While all asset classes have risen in value - most rallying quite strongly after a difficult end to 2018 - North American (21.27%) and Technology (20.55%) funds have led the way. Even the 'worst-performing' fixed income sector - IA UK Gilts - was up 5.88%, which is an exceptional return for UK government bond funds.  Results round-up: Premier AM sees decline in H1 net inflows amid political uncertainty The most disappointing area was perhaps Japanese equities. The IA Japan and IA Japanese Smaller Companies sectors returned 8.49% and 7.49% respectively - still a decent return, but l...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

RSMR awards rating to £300m AXA Global Short Duration Bond fund

RSMR awards rating to £300m AXA Global Short Duration Bond fund

'Low-risk' income solution for cautious investors

Valeria Martinez
clock 01 May 2024 • 2 min read
Deutsche Bank to offer Capital Group's Multi-Sector Income fund to global private bank clients

Deutsche Bank to offer Capital Group's Multi-Sector Income fund to global private bank clients

Fund links four key fixed income sectors

Sorin-Andrei Dojan
clock 30 April 2024 • 1 min read
Hargreaves Lansdown adds Baillie Gifford Sustainable Income fund to Wealth Shortlist

Hargreaves Lansdown adds Baillie Gifford Sustainable Income fund to Wealth Shortlist

‘Useful addition’ to an income portfolio

Eve Maddock-Jones
clock 25 April 2024 • 2 min read
Trustpilot