Ten funds you should have owned in Q1

TOP FUNDS

clock •

Markets around the world rallied sharply in the first quarter on hopes the eurozone debt crisis had reached a nadir, while oil shot up sharply amid uncertainties in the Middle East. A number of UK-domiciled funds stood out against their peers in Q1 this year, but which ones did you own?

With oil surging over 10% to climb above $120 per barrel during the first three months of the year, it is unsurprising an energy fund topped the list. The £52m Junior Oils trust, managed by Angelos Damaskos (pictured), delivered 35.04% in the first quarter. However, it was not just the energy fund that outperformed, with five of the funds in the top ten coming from the UK Smaller Companies sector, including Aberforth's UK Small Companies fund and Fidelity UK Smaller Companies. Below is the top ten best performing funds over Q1 (to end of March), according to data compiled by Lipper...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

Sophia Panayi
clock 06 October 2026 • 2 min read
SJP adviser academy welcomes 200 graduates

SJP adviser academy welcomes 200 graduates

Graduation ceremony held on Friday

Sophia Panayi
clock 05 October 2026 • 2 min read
Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

For Carney’s Community

Professional Adviser
clock 02 October 2026 • 1 min read