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What’s Hot What’s Not: Tech rallies, Gold gets buried

Posted by: Sam Lees
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There’s an obvious split this month: gold funds were sold while investors headed into tech funds, smaller companies and the UK.
 
What’s Hot
  • Technology funds have done well, with three tech and robotics-focused funds appearing in the top table.
  • UK All Companies is back.  Funds from this sector make up 40% of the top funds. 
  • Two global funds and a German fund make up the rest of the top performers.
What’s Not
  • Gold and precious metals make up 50% of the Not Hot funds
  • With the remainder accounted for by three Healthcare and two Biotech funds.
  • For investors dripping in, periods of weakness are good opportunities to add to long-term holdings (see more on Biotech here).

 

What's Hot

Name
Sector
Last Month Performance
L&G Growth Trust
UK All Companies
9.7
CFP SDL UK Buffettology
UK All Companies
9.1
Pictet Robotics
Technology & Telecommunications
8.7
Fidelity Global Technology
Technology & Telecommunications
8.3
Barings German Growth Trust
Specialist
8.3
AXA Framlington Robotech
Specialist
8.2
Merian UK Dynamic Equity
UK All Companies
8.0
Baillie Gifford UK Equity Alpha
UK All Companies
8.0
SLI Global Smaller Companies
Global
7.9
Invesco Global Opportunities (UK)
Global
7.6

What's Not

Name
Sector
Last Month Performance
Merian Gold And Silver
Specialist
-6.7
Quilter Investors Precious Metals Equity
Specialist
-6.4
BlackRock Gold & General
Specialist
-6.2
Investec Global Gold
Specialist
-5.9
LF Ruffer Gold
Specialist
-5.4
Polar Capital Healthcare Blue Chip
Specialist
-5.2
Pictet Biotech
Specialist
-4.9
Polar Capital Healthcare Opportunities
Specialist
-4.6
Pictet Health
Specialist
-4.3
Fidelity Global Health Care
Global
-4.1
Topic: Market commentary


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