Which investments performed best over past 21 years?

Emerging markets and smaller companies

clock • 6 min read

Twenty-one years will be the ballpark time horizon for many investors, but the past two decades show the near impossibility of picking a single investment and sticking to it. So which funds on which strategies have performed particularly well since 2001 and, as inflation picks up, what does the future look like?

The period since the turn of the century has seen the ebb and flow of different factors and asset classes, new entrants to the market, the rise of passive and increasing complexity across financial markets. What conclusions can investors draw?  Over the last 21 years, by and large, risk has been worth taking. The majority of funds showing exceptional performance are focused on either smaller companies - from Marlborough, Jupiter, Amati, abrdn, Ninety One and McInroy & Woods - or, perhaps surprisingly, emerging markets - the First Sentier India fund, plus generalised Asia or EM funds from...

To continue reading this article...

Join Professional Adviser

  • 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

COP27: Ten things we have learnt from the Egypt summit

COP27: Ten things we have learnt from the Egypt summit

A look at some of the key lessons for businesses from COP27

James Murray
clock 30 November 2022 • 20 min read
Greenwashing — the key differences between FCA and EU regulation

Greenwashing — the key differences between FCA and EU regulation

A look at how the UK is setting itself apart from Europe

Greg Hotaling
clock 28 November 2022 • 4 min read
Client decisions around investment 'surprise' wealth managers often

Client decisions around investment 'surprise' wealth managers often

Oxford Risk study looks at clients' psychological profiles

Valeria Martinez
clock 28 November 2022 • 1 min read