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5 August 2016

UK Smaller Companies and Japanese equities top the charts in July

The top performing Elite Rated funds during July 2016 threw up some surprises, with some UK mid and small-cap funds, which were hurt most by Brexit, bouncing back to take their place in the top ten.

Japanese equity funds, which had a torrid June, also bounced back with prominent positions in the top ten. Our senior research analyst, James, recently said: “With Abe having won a super-majority, he is in a very strong position and constitutional change is finally on the agenda. The government needs asset prices to rise and wealth to increase, and it will continue to support the economy and markets. Investing in Japan can be very volatile and the easy money was made at the start of Abenomics, but this could still be good news for equities.”

Top 10 performing Elite Rated funds during July 2016¹:

  1. Neptune Japan Opportunities 9.48%
  2. Man GLG Japan CoreAlpha 9.44%
  3. Marlborough Special Situations 9.17%
  4. AXA Framlington Global Technology 8.95%
  5. Schroder Tokyo 8.91%
  6. Neptune UK Mid Cap 8.44%
  7. Baillie Gifford Global Discovery 8.03%
  8. Old Mutual UK Smaller Companies 7.86%
  9. Jupiter UK Growth 7.56%
  10. Liontrust UK Smaller Companies 7.37%

¹Source: FE Analytics, main shareclasses, total returns in sterling, from 1 July 2016 to 31 July 2016

Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. James's views are his own and do not constitute financial advice.

©2016 FundCalibre Ltd. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FundCalibre, shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.