Indian equity and energy funds take top spot for 2021 returns

China and Brazil funds suffer losses

Lauren Mason
clock • 3 min read

Indian equity and energy-focused funds achieved a u-turn in their 2021 performance compared to the previous year, according to research from Fairview Investing and data from FE fundinfo, with the four worst funds of 2020 all featuring in 2021’s list of the top six best performers.

Rocketing energy prices due to supply chain squeezes have meant that six out of the top ten best-performing funds in 2021 were energy-focused mandates. The $433m Schroder ISF Global Energy SICAV took the top spot within the Investment Association universe with a total return of 48.8%, while the £32.4m TB Guinness Global Energy fund - a unit trust launched in 2008 - followed hot on its heels with gains of 45.7%. Sister fund Guinness Global Energy, a $256m Ireland-domiciled ICVC run by the same managers, came in fourth place with a total return of 45.5%, despite having been the single w...

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 Investment

'Fundamental shift': Why transparent investing really matters

'Fundamental shift': Why transparent investing really matters

‘There needs to be a concerted shift towards greater openness’

Simon Camilleri
clock 18 March 2024 • 4 min read
Partner Insight: Passive and active — the case for both

Partner Insight: Passive and active — the case for both

Invesco
clock 18 March 2024 • 4 min read
Future of Investment Festival: Secure your place for June now

Future of Investment Festival: Secure your place for June now

A look at how to take advantage of global megatrends

Professional Adviser
clock 11 March 2024 • 2 min read