There’s an obvious split this month: gold funds were sold while investors headed into tech funds, smaller companies and the UK.
What’s Hot
- Technology funds have done well, with three tech and robotics-focused funds appearing in the top table.
- UK All Companies is back. Funds from this sector make up 40% of the top funds.
- Two global funds and a German fund make up the rest of the top performers.
What’s Not
- Gold and precious metals make up 50% of the Not Hot funds
- With the remainder accounted for by three Healthcare and two Biotech funds.
- For investors dripping in, periods of weakness are good opportunities to add to long-term holdings (see more on Biotech here).
What's Hot
|
Name
|
Sector
|
Last Month Performance
|
|
L&G Growth Trust
|
UK All Companies
|
9.7
|
|
CFP SDL UK Buffettology
|
UK All Companies
|
9.1
|
|
Pictet Robotics
|
Technology & Telecommunications
|
8.7
|
|
Fidelity Global Technology
|
Technology & Telecommunications
|
8.3
|
|
Barings German Growth Trust
|
Specialist
|
8.3
|
|
AXA Framlington Robotech
|
Specialist
|
8.2
|
|
Merian UK Dynamic Equity
|
UK All Companies
|
8.0
|
|
Baillie Gifford UK Equity Alpha
|
UK All Companies
|
8.0
|
|
SLI Global Smaller Companies
|
Global
|
7.9
|
|
Invesco Global Opportunities (UK)
|
Global
|
7.6
|
What's Not
|
Name
|
Sector
|
Last Month Performance
|
|
Merian Gold And Silver
|
Specialist
|
-6.7
|
|
Quilter Investors Precious Metals Equity
|
Specialist
|
-6.4
|
|
BlackRock Gold & General
|
Specialist
|
-6.2
|
|
Investec Global Gold
|
Specialist
|
-5.9
|
|
LF Ruffer Gold
|
Specialist
|
-5.4
|
|
Polar Capital Healthcare Blue Chip
|
Specialist
|
-5.2
|
|
Pictet Biotech
|
Specialist
|
-4.9
|
|
Polar Capital Healthcare Opportunities
|
Specialist
|
-4.6
|
|
Pictet Health
|
Specialist
|
-4.3
|
|
Fidelity Global Health Care
|
Global
|
-4.1
|