Emerging market and energy funds best performing funds in April’s top ten

1st May 2014

The top performing funds in April were dominated by energy though a single country fund the JPM Turkey equity fund took number one slot. The month was also marked by a recovery in the fortunes of gilts and bonds. In the year to date, the top performing fund is Junior Gold.

Mark Dampier, Head of Research, Hargreaves Lansdown says: “April saw main equity markets switch to risk-off with Gilts and Bonds reversing recent losses. Gold and emerging market funds bounce back, although still somewhat off their highs.”

Top performing funds April 2014

Name IMA

%

Rank

JPM Turkey Equity A Dis EUR Specialist

6.94

1

City Financial UK Equity A Acc Targeted Absolute Return

6.51

2

Investec Global Energy A Acc Net GBP Specialist

6.14

3

Artemis Global Energy R Acc Specialist

5.93

4

Jupiter Global Energy Ret Specialist

5.33

5

Allianz Brazil A Acc Specialist

4.86

6

CF Canlife Global Infrastructure B Acc Specialist

4.75

7

JPM Emerging Middle East Equity A Dis USD Specialist

3.92

8

Neptune Frontier Emerging Markets A Acc GBP Specialist

3.9

9

F&C UK Equity Linked Inflation Specialist

3.57

10

Top performing sectors April 2014

Name

%

Rank

IMA UK Index Linked Gilt

1.23

1

IMA UK Equity & Bond Income

1.04

2

IMA Property

1.01

3

IMA UK Equity Income

1.01

4

IMA £ Corporate Bond

0.91

5

IMA £ High Yield

0.73

6

IMA £ Strategic Bond

0.7

7

IMA UK Gilt

0.68

8

IMA Protected

0.6

9

IMA Mixed Investment 0-35% Shares

0.4

10

Source: LIPPER 31/03/2014 to 30/04/2014

Top performing funds YTD 2014

Name

IMA

%

Rank

Junior Gold Ret Specialist

17.45

1

CF Ruffer Baker Steel Gold O Acc Specialist

17.16

2

City Financial UK Equity A Acc Targeted Absolute Return

15.51

3

WAY Charteris Gold Portfolio WAY R Acc Specialist

15.2

4

JPM Emerging Middle East Equity A Dis USD Specialist

14.49

5

Smith & Williamson Global Gold & Resources Inc Specialist

14.23

6

PFS Downing Active Management A Acc UK Smaller Companies

13.74

7

BlackRock Gold & General A Inc Specialist

13.04

8

CF Miton UK Smaller Companies A Acc UK Smaller Companies

12.99

9

Old Mutual Blackrock Gold & General A Acc Specialist

12.73

10

 Top performing sectors YTD 2014

Name

%

Rank

IMA UK Index Linked Gilt

3.98

1

IMA European Smaller Companies

3.62

2

IMA Property

3.36

3

IMA £ Corporate Bond

3.18

4

IMA £ High Yield

3.12

5

IMA £ Strategic Bond

2.95

6

IMA UK Gilt

2.8

7

IMA Europe Excluding UK

2.36

8

IMA UK Smaller Companies

2.17

9

IMA UK Equity & Bond Income

1.87

10

Source: LIPPER 31/12/2014 to 30/04/2014

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