Rated Funds 2017
Rated Funds Update: Funds invested in 'safe haven' assets outperform markets
In our final review of the 2015 Money Observer Rated Fund selection, bond funds dominated the top performers as global equity markets experienced one of their worst ever starts to the year.
Of the five top-performing Rated Funds, three were bond funds; Man GLG Corporate Bond topped the list with a return of 3 per cent over the month to 1 February.
Money Observer's Rated Funds are a collection of funds and trusts compiled from a potential universe of around 3,000 open-ended funds and 400 investment trusts.
Independently selected and reviewed by the Money Observer team in conjunction with Financial Express, our Rated Funds showcase some of the best-performing investment vehicles across a broad range of regions, sectors and asset classes.
BlackRock Gold and General was our third best performer in January, as gold also enjoyed a strong month on equity market volatility, with the fund returning 2.7 per cent.
Over one and three years, however, it remains one of our worst performers, with losses of 25 per cent and 53 per cent respectively.
Among our bottom performers in January, four out of five were investment trusts. However, our worst performer overall was a fund: Axa Framlington Biotech, which lost more than 20 per cent as investors fled from high-risk sectors.
Fidelity China Special Situations trust also suffered badly, with shares shedding 15 per cent as Asian markets plunged.