Each quarter, Money Observer takes a look at our active Rated Fund list, providing a breakdown on a sector-by-sector basis.
Rated Funds 2018
Actively managed Money Observer Rated Funds that focus on global technology and biotechnology themes and the red-hot US stock market dominated the list of top performers in the three long, hot summer months to the end of September.
Among the top 10 Rated Funds for the second quarter, those with a global growth or US equity focus stood out, as well as those focused on UK smaller companies.
The dollar’s rise against sterling over the quarter helped to propel global and US-focused funds to the top of the leaderboard. It was also beneficial for the FTSE 100 index, as up to 80 per cent of earnings from the index’s constituents are sourced in dollars.
We spell out the ‘red flags’ that fund investors should keep an eye on when weighing up Money Observer’s Rated Fund list.
Andrew Pitts delivers a review of Money Observer’s Rated Funds for the first quarter of 2018.