What’s Hot
- A broad spread of winners this month.
- A single Biotech fund leads the way as investor confidence rebounds after a tough start to the year.
- China funds had a standout month with four making it into the top ten, all with over 8% gains. Growth-oriented Baillie Gifford tops the list.
- While growth shines in China, value takes the lead in US Small Cap funds, with FTF Royce as the sectors sole top performer.
- Tech had another solid month, and L&G Global 100 makes an appearance – a fund made up of the top 100 companies in the world.
What’s Not
- UK funds dominate the dud list over July…
- Real Estate struggled amid economic uncertainty and cautious occupier sentiment.
- Long dated gilts struggled as well as UK mid and small-cap funds, in contrast to their large cap peers which had a decent month.
- Man Absolute Value fund makes the list as its short book was a drag on performance.
What’s Hot
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
AXA Framlington Biotech
|
Specialist
|
8.96
|
|
Baillie Gifford China
|
China/Greater China
|
8.62
|
|
FTF Royce US Smaller Companies
|
North American Smaller Companies
|
8.40
|
|
Janus Henderson China Opportunities
|
China/Greater China
|
8.28
|
|
FSSA All China
|
China/Greater China
|
8.16
|
|
Invesco China Equity (UK)
|
China/Greater China
|
8.12
|
|
Scottish Widows Global Environmental Solutions
|
Global
|
7.86
|
|
L&G Global Technology Index Trust
|
Technology & Technology Innovation
|
7.83
|
|
L&G Global 100 Index Trust
|
Global
|
7.73
|
|
Invesco Asian (UK)
|
Asia Pacific Excluding Japan
|
7.71
|
What’s Not
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
VT Gravis UK Listed Property
|
Property Other
|
-4.06
|
|
abrdn UK Real Estate Share
|
Property Other
|
-3.65
|
|
Thesis Harroway
|
Flexible Investment
|
-3.08
|
|
Premier Miton Pan European Property Share
|
Property Other
|
-3.06
|
|
Man Absolute Value Fund
|
Targeted Absolute Return
|
-2.72
|
|
Vanguard UK Long Duration Gilt Index
|
UK Gilts
|
-2.64
|
|
iShares Over 15 Years Gilts Index (UK)
|
UK Gilts
|
-2.60
|
|
Aviva Inv UK Listed Small and Mid-Cap
|
UK All Companies
|
-2.36
|
|
Premier Miton UK Smaller Companies
|
UK Smaller Companies
|
-2.36
|
|
Jupiter UK Mid Cap
|
UK All Companies
|
-2.20
|
Fund performance 01/07/2025 – 31/07/2025. Funds <50m in size and ETFs excluded from the above research.
NOTE
We do this blog to simply highlight short term trends. These are not recommendations.