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A Brexit trade deal and approval of the Oxford vaccine allowed UK Small Cap funds to take centre stage in December. Meanwhile a few Japanese funds have had a blip.
What’s Hot
- 60% of Top 10 spots are funds from UK Smaller Companies. This includes Premier Miton UK Smaller Companies and two Marlborough funds: Nano Cap Growth and Micro Cap Growth.
- The current fund in our Jan/Jul Bonkers 6-Month portfolio, Guinness Sustainable Energy, sits in fourth place. This fund has 20% of its holdings in Tech, Media & Telecoms, and 17% in Basic Materials.
- Alongside a Chinese and a Global Emerging Market fund, there is the precious metals fund Merian Gold and Silver from the Specialist sector.
What’s Not
- Three Japan funds sit in the Bottom 10, namely Legg Mason IF Japan Equity and Baillie Gifford Japanese Smaller Companies. Despite a poor showing last month, the longer term performance of these funds is impressive.
- There are a couple of Targeted Absolute Return funds, these being Wellington Global Total Return and Veritas Global Real Return.
- Making up the remainder of the Bottom 10 is a real mixture of funds, including property, infrastructure and global bond funds.
What's Hot
|
Name
|
Sector
|
Last Month
Performance %
|
|
Premier Miton UK Smaller Companies
|
UK Smaller Companies
|
15.67
|
|
Marlborough Nano Cap Growth
|
UK Smaller Companies
|
15.16
|
|
New Capital China Equity
|
China/Greater China
|
13.2
|
|
Guinness Sustainable Energy
|
Global
|
11.53
|
|
Merian Gold And Silver
|
Specialist
|
11.44
|
|
FP Octopus UK Micro Cap Growth
|
UK Smaller Companies
|
11.18
|
|
PGIM Jennison Emerging Markets Equity
|
Global Emerging Markets
|
10.79
|
|
Ninety One UK Smaller Companies
|
UK Smaller Companies
|
10.21
|
|
Marlborough UK Micro Cap Growth
|
UK Smaller Companies
|
10.15
|
|
TB Amati UK Smaller Companies
|
UK Smaller Companies
|
10.02
|
Performance 01/12/2020-31/12/2020
What's Not
|
Name
|
Sector
|
Last Month
Performance %
|
|
Legg Mason IF Japan Equity
|
Japan
|
-4.27
|
|
Baillie Gifford Japanese Smaller Companies
|
Japanese Smaller Companies
|
-4.01
|
|
L&G Global Infrastructure Index
|
Global
|
-2.73
|
|
GAM Star Japan Leaders
|
Japan
|
-2.55
|
|
Wellington Global Total Return
|
Targeted Absolute Return
|
-2.53
|
|
Fidelity China Focus
|
China/Greater China
|
-2.43
|
|
Fidelity Global Infrastructure
|
Global Equity Income
|
-2.42
|
|
Veritas Global Real Return
|
Targeted Absolute Return
|
-2.26
|
|
Threadneedle Dollar Bond
|
Global Bonds
|
-2.24
|
|
NB US Real Estate Securities
|
Property Other
|
-2.20
|
Performance 01/12/2020-31/12/2020