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What’s Hot
It’s an eclectic mix, with no single theme.
- Two UK and Japanese funds, each being a Value-style Income fund or small cap.
- Two property funds, no doubt encouraged by the prospect of further interest rate cuts.
- One gold miners fund, with the gold price beginning to drift, but miners remaining very cheap.
- And one US “Growth” fund, which is surprising if you look at the duds below.
What’s Not
- No surprise that 6 US funds dominate the duds.
- The other 4 places are all China funds, suffering from US tariffs.
- Though Trump has (probably) pricked the US bubble, China remains good value, and a bumper stimulus could light a rocket under this market.
What’s Hot
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
CT UK Monthly Income
|
UK Equity Income
|
5.49
|
|
WS Lancaster Absolute Return
|
Targeted Absolute Return
|
5.04
|
|
Liontrust UK Micro Cap
|
UK Smaller Companies
|
5.02
|
|
abrdn UK Real Estate Share
|
Property Other
|
4.82
|
|
Morgan Stanley US Advantage
|
North America
|
4.69
|
|
WS Ruffer Gold
|
Specialist
|
4.54
|
|
Premier Miton Pan European Property Share
|
Property Other
|
4.38
|
|
WS Zennor Japan Equity Income
|
Japan
|
4.26
|
|
Baillie Gifford Japanese Smaller Companies
|
Japan
|
4.13
|
|
CT Monthly Extra Income
|
Mixed Investment 40-85% Shares
|
4.04
|
What’s Not
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
T. Rowe Price US Large Cap Value Equity
|
North America
|
-8.73
|
|
Invesco China Equity (UK)
|
China/Greater China
|
-8.55
|
|
FTF Royce US Smaller Companies
|
North American Smaller Companies
|
-8.2
|
|
M&G North American Value
|
North America
|
-8.12
|
|
Baillie Gifford China
|
China/Greater China
|
-7.76
|
|
Schroder US Mid Cap
|
North America
|
-7.62
|
|
BNY Mellon US Equity Income
|
North America
|
-7.44
|
|
FSSA Greater China Growth
|
China/Greater China
|
-7.42
|
|
Janus Henderson China Opportunities
|
China/Greater China
|
-7.41
|
|
FP Brunel High Alpha Global Equity
|
Global
|
-7.38
|
Fund performance 01/04/2025 – 30/04/2025. 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.