Equity  

The top performing equity funds in 2021

The top performing equity funds in 2021

Equity funds with exposure to India performed well in the past year, as the country’s markets boomed.

Nomura’s Indian equity fund and Alquity’s Indian subcontinent fund were among the top ten performing equity funds in the year to December 23, posting a 37.97 per cent and 36.39 per cent return respectively.

The country’s public and private markets have seen a bull run this year due to a burgeoning tech sector, rapid internet adoption, and strong global liquidity.

A regulatory crackdown in China that took investors by surprise also led to increased investment in India.

However, the top performing fund was Guinness Asset Management's Global Money Managers fund, a growth fund, which gives investors exposure to the asset management sector. The fund posted a return of 41.03 per cent in the year to December 23.

T Rowe Price’s Frontier Markets Equity fund was the second best performing fund, posting a 38.82 per cent return in the year. It invests in a mix of equities with a 41 per cent exposure to Asia Pacific emerging markets, Kazakhstani equities (11 per cent), and Egyptian equities (8 per cent).

Top performing equity funds in the year-to-date to December 23

Fund

Return 

Guinness - Global Money Managers - 

41.03%

T. Rowe Price - Frontier Markets Equity 

38.82%

Nomura - India Equity 

37.97%

Lyxor - Euro Stoxx Banks (DR) Ucits ETF 

37.68%

Allianz - Best Styles US Equity 

36.7%

Alquity - Indian Subcontinent 

36.39%

iShares - S&P 500 Financials Sector Ucits ETF

36.16%

Slater - Artorius

36.04%

Fiera Capital Europe - Magna MENA 

35.99%

iShares - S&P 500 Information Technology Sector Ucits ETF

35.29%

Source: FE Fundinfo

sally.hickey@ft.com