Equities  

ITs weather storms better than most

The worst performer of the 45 equity members was the Carmignac Portfolio Emerging Discovery fund in the Global Emerging Markets category. The vehicle’s return of 55.1 per cent still outperformed both the IA Global Emerging Markets sector average of 47.4 per cent and the AIC Global Emerging Markets Equity peer group average of 41.5 per cent. 

With continued uncertainty around the globe, particularly regarding political issues, consistent long-term performance that delivers above-average results will remain a key focus for investors. 

As the UK heads into its third vote in two years, with Mr Trump facing questions over Russia and the Brazilian president drawn into a new corruption scandal, there remain plenty of headwinds. But there are still ample opportunities for the savvy investor who can identify funds that can weather these storms in the longer term.

Nyree Stewart is features editor at Investment Adviser

 

Key club numbers: Performance and stats

Global Equity 

152%

Average five-year performance of category members

1

Number of investment trusts 

 

Global Emerging Markets

65.3%

Average five-year performance of category members

3

Number of new entrants 

 

UK Equity

151%

Average five-year performance of category members

1

Number of investment trust members

 

UK Equity Income

121%

Average five-year performance of category members

3

Number of Investment trust members

 

UK Smaller Companies

164%

Average five-year performance of category members

3

Number of new entrants

 

North American Equity

152%

Average five-year performance of category members

4

Number of new entrants

 

European Equity 

137%

Average five-year performance of category members

3

Number of new entrants

 

Japanese Equity

165%

Average five-year performance of category members

4

Number of new entrants

 

Asia Pacific Equity

98.4%

Average five-year performance of category members

2

Number of Schroders vehicles 

 

BEST PERFORMER

308%

Five-year performance of best-performing Legg Mason IF Japan Equity 

4 out of 5

Number of equity categories with ITs topping performance 

 

Source FE Analytics. All data to May 17 2017 and total return in pounds sterling