The ten best (and worst) performing funds since 2007

TOP PERFORMERS

clock

Analysis from Morningstar has revealed the best and worst fund performers over the last five years. Have your clients benefited?

First, we'll take a look at the best-returning open-ended funds over the period. Morningstar said it selected the winners from more than 1,300 products, and that funds were considered only if they were available for sale in the UK, had share classes in pound sterling, provided regular performance data and had at least a five-year history. In addition, funds were only considered if they had a minimum investment limit below £10,000. The ten best performers 1. GLG Global Corporate Bond fund 107% cumulative return over the last five years 2. Investec Emerging Markets Local Curren...

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 Economics / Markets

UK inflation rises to 3.8% in July

UK inflation rises to 3.8% in July

Core CPI also up to 3.8%

Sorin Dojan
clock 20 August 2025 • 2 min read
Bank of England meets expectations and cuts rates to 4%

Bank of England meets expectations and cuts rates to 4%

Lowest level in two and a half years

Isabel Baxter
clock 07 August 2025 • 4 min read
Think tank warns UK fiscal hole could surpass £50bn by 2030

Think tank warns UK fiscal hole could surpass £50bn by 2030

Government not on track to meet ‘stability rule’

Sorin Dojan
clock 06 August 2025 • 1 min read