Rated Funds

Money Observer Rated Funds in the third quarter 2019: laggards and watchlist

It is perhaps not surprising to see several funds and trusts managed by Baillie Gifford included among the Rated Fund laggards over the three months to 30 September.

The Edinburgh-based investment partnership makes no bones about its liking for innovative companies – quoted and unquoted – that it believes can deliver sustainable growth in profits for years to come, and it is prepared to hold such companies through periods of market stress.

Rated Funds mid-year review: top performers

Stunning returns have been made by a large cohort of Money Observer’s Rated Funds since we revealed the 2019 members at the end of January.

Our specialist gold selection tops the performance charts (see below), but in a period when markets at large regained their mojo after the bitter disappointments of 2018, it is group of overtly equity growth-oriented US and global selections that have made the most money for investors – with gains of 20% or more recorded by 28 Rated Funds.

The best performing Rated Funds in the first quarter of 2019

By and large, the first three months of 2019 have been very positive for investors in our 2019 Rated Funds. These are split into 15 easy-to-understand asset groups and are comprised of 201 actively managed funds and investment trusts, plus a further 66 passive index-tracking funds.