From Morningstar: 2024-10-21 05:18:00

Investors have seen mixed results in 2024, with some funds underperforming their categories despite having a Morningstar Medalist Rating of Bronze or higher and a fund size of £50 million or above. Funds such as MI Quilter Cheviot North American Equity and WS Lindsell Train UK Equity have struggled, with negative returns compared to their category averages. On the other hand, funds like iShares Over 15 Years Gilts Index Fund (UK) and IFSL Evenlode Income have outperformed, with Gold Morningstar Medalist Ratings and strong long-term returns. The Climate Assets Balanced Fund and Virgin Money Bond Fund have seen modest gains, while M&G Global Themes Fund and Artemis Strategic Assets Fund have seen underperformance compared to their categories.



Read more at Morningstar: 10 Funds Underperforming their Peers in 2024 so Far