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What’s Hot, What’s Not: China booms; Europe swoons

Posted by: Brian Dennehy
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Membership level: Free

China, Asia generally, and Global Emerging Market funds are the standout performers this month. Europe however, not so great, and US gains in October were wiped out over the last week.

What’s Hot

  • A strong and persistent economic recovery allows China to take 50% of the Top 10 spots.
  • Following closely behind are 3 Global Emerging Market funds.
  • Asia Pacific ex-Japan and a rather random Targeted Absolute Return funds make up the rest of the Top 10.

What’s Not

  • 90% of the funds here have a European focus.
  • This is largely due to a second coronavirus wave that is gathering pace across Europe.
  • The only non-European fund, Brown Advisory Latin American, is in the Bottom 10 this month and since the start of the year – for more on the latter, see Scary Funds.

What's Hot

   

Name

Sector

Last Month Perf.

GAM Multistock China Evolution Equity

IA China/Greater China

8.28

HSBC GIF Chinese Equity

IA China/Greater China

6.5

Quilter Investors Emerging Markets Equity

IA Global Emerging Markets

6.48

JPM Greater China

IA China/Greater China

6.42

LF Odey Absolute Return

IA Targeted Absolute Return

6.27

New Capital Asia Future Leaders

IA Asia Pacific Excluding Japan

6.24

Merian China Equity

IA China/Greater China

6.19

Matthews China

IA China/Greater China

6.07

Merian Global Emerging Markets

IA Global Emerging Markets

6.02

ASI Emerging Markets Equity 

IA Global Emerging Markets

5.98

 

What's Not

   

Name

Sector

Last Month Perf.

JPM Europe Smaller Companies

IA European Smaller Companies

-9.33

Barings German Growth Trust

IA Specialist

-9.13

Fidelity European Dynamic Growth

IA Europe Including UK

-8.59

Allianz German Equity

IA Specialist

-8.05

Liontrust European Opportunities

IA Europe Excluding UK

-7.93

Brown Advisory Latin American 

IA Specialist

-7.92

Pictet Emerging Europe 

IA Specialist

-7.75

Montanaro European Income 

IA Europe Excluding UK

-7.62

Schroder European

IA Europe Excluding UK

-7.62

JPM Europe Dynamic Small Cap

IA European Smaller Companies

-7.61

Topic: Fund analysis


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