Sustainability, Asia and UK equities: the winners and losers of Q3

A review of IA fund performance during the quarter

clock • 3 min read

The three months to the end of September saw particularly strong performance from emerging markets and Asia-focused funds, sustainable investments and gold, while UK and oil & gas funds suffered.

The period has seen the strongest performance from emerging markets and Asia, with the MSCI Emerging Markets index returning 4.71% over the period in sterling terms, while the SMCI Asia index was up 4.37%. It is no surprise, therefore, that many of the best performers during the quarter were emerging market and Asian equity funds, including two BNY Mellon funds - Oriental and Global Emerging Markets - which returned 17.3% an 15.85%. US equities also did well during the period, with the S&P 500 rising 3.67%, and global equities as a whole positive too, delivering 3.35% in the three mon...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

Trustpilot