An eclectic mix of funds make up the top 10, whilst precious metals and South America take a slide.
What’s Hot
- The top fund is surprisingly a UK All Companies fund, the Marlborough Multi-Cap Growth fund, up 7.85%
- Global equities dominate the top performers, with a specialist bias
- A stark contrast to July’s ‘low risk’ dominated table
- All new entrants from July’s table, which was dominated by the UK Gilts
- Two of the big biotech players make an appearance; AXA fund up 7.63% and Polar Capital up 7.32%
What’s Not
- The dominance by funds in the Specialist sector across both tables highlight why our Dynamic Ratings must be taken with a pinch of salt for this sector
- Chinese funds, hit by July’s regulatory changes, have recovered to escape the What’s Not table
- All funds are either heavily invested in precious metals or South America
- All of the bottom six funds have a precious metals focus, with Jupiter Gold and Silver having the worst month – down 7.48%
What’s Hot
|
Name
|
Sector
|
Last Month Performance %
|
|
Marlborough Multi-Cap Growth
|
IA UK All Companies
|
7.85
|
|
AXA Framlington Biotech
|
IA Specialist
|
7.63
|
|
Baillie Gifford Positive Change
|
IA Global
|
7.56
|
|
Polar Capital Biotechnology
|
IA Specialist
|
7.32
|
|
SVS Aubrey Global Conviction
|
IA Global
|
7.29
|
|
JGF-Jupiter Financial Innovation
|
IA Specialist
|
7.17
|
|
Jupiter Global Financial Innovation
|
IA Specialist
|
7.09
|
|
SJP Emerging Markets Equity
|
IA Unclassified
|
6.98
|
|
FSSA Japan Focus
|
IA Japan
|
6.95
|
|
Polar Capital Global Insurance
|
IA Specialist
|
6.91
|
What’s Not
|
Name
|
Sector
|
Last Month Performance %
|
|
JGF-Jupiter Gold And Silver
|
IA Specialist
|
-7.48
|
|
Ninety One Global Gold
|
IA Specialist
|
-6.95
|
|
Quilter Investors Precious Metals Equity
|
IA Specialist
|
-6.54
|
|
BlackRock Gold & General
|
IA Specialist
|
-6.39
|
|
BlackRock GF World Mining
|
IA Specialist
|
-5.98
|
|
LF Ruffer Gold
|
IA Specialist
|
-5.23
|
|
HSBC GIF Brazil Equity
|
IA Specialist
|
-4.44
|
|
ASI Latin American Equity
|
IA Specialist
|
-4.23
|
|
JPM Natural Resources
|
IA Specialist
|
-4.15
|
|
JPM Brazil Equity
|
IA Specialist
|
-3.43
|
Fund performance 30/07/2021 – 27/08/2021. Funds <50m in size and ETF’s excluded from the above research.