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What’s Hot
- Korea has bounced on renewed political stability, nearly 20% up
- Five technology funds feature, all up by more than 7%
- Liontrust shows that tech can make money without the Mag 7
- Orbis shows that a Value-style fund with a heavy US focus can also make money…
- …keep an eye on US Value funds in the remainder of 2025
What’s Not
- Nothing terrible amongst this bunch
- Three property funds feature, but otherwise it is a mixed bag
- Man Absolute Value and Morant Wright Nippon are funds we would buy on a little weakness
- Perhaps unexpected that midst heatwave “agriculture” equities are down, if produce prices are heading up
What’s Hot
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
Barings Korea Trust
|
Specialist
|
19.27
|
|
Liontrust Global Technology
|
Technology & Technology Innovation
|
11.30
|
|
Thesis Stonehage Fleming Opportunities
|
UK All Companies
|
8.52
|
|
WS Blue Whale Growth
|
Global
|
8.37
|
|
L&G Global Technology Index Trust
|
Technology & Technology Innovation
|
7.72
|
|
Thesis Stonehage Fleming AIM
|
UK Smaller Companies
|
7.55
|
|
T. Rowe Price Global Technology Equity
|
Technology & Technology Innovation
|
7.26
|
|
Liontrust Global Innovation
|
Global
|
7.20
|
|
Orbis Global Equity
|
Global
|
6.87
|
|
AXA Framlington Global Technology
|
Technology & Technology Innovation
|
6.58
|
What’s Not
|
Name
|
Sector
|
Last Month’s
Performance %
|
|
Sarasin Food & Agriculture Opportunities
|
Specialist
|
-2.40
|
|
First Sentier Global Property Securities
|
Property Other
|
-2.07
|
|
TIME Investments ARC TIME Property Income
|
Property Other
|
-2.03
|
|
Morgan Stanley Global Brands
|
Global
|
-1.63
|
|
Man Absolute Value Fund
|
Targeted Absolute Return
|
-1.60
|
|
IFSL Evenlode Global Income
|
Global Equity Income
|
-1.59
|
|
L&G Global Real Estate Dividend Index
|
Property Other
|
-1.40
|
|
IFSL Evenlode Global Equity
|
Global
|
-1.30
|
|
Jupiter Global Leaders
|
Global
|
-1.28
|
|
WS Morant Wright Nippon Yield
|
Japan
|
-1.22
|
Fund performance 01/06/2025 – 30/06/2025. 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.