Best-performing funds: Barings Korea Trust and Nikko AM ARK Disruptive Innovation Fund

In Q2 2025, Barings Korea was the best-performing fund, while AB International Healthcare was the worst. Korea, technology, and UK small and mid-cap categories saw strong returns, but healthcare, China, and US large-cap value categories had significant losses.

Barings Korea Trust, in the Korea Equity category, gained 35.95% in Q2, outperforming the average fund in the category by 11.14%. Nikko AM ARK Disruptive Innovation Fund rose 30.05% in the US Flex-Cap Equity category, outperforming by 25.54%. Polar Capital Global Technology Fund gained 29.58% in Equity Technology, beating the average by 14.51%.

JPMorgan Funds – Korea Equity Fund rose 27.87% in Q2, closely matching the average in the Korea Equity category. SVS Zeus Dynamic Opportunities Fund gained 27.65% in UK Mid-Cap Equity, outperforming by 15.63%. AB SICAV I – International Health Care Portfolio fell 10.22% in Equity Healthcare, underperforming by 1.74%.

Goldman Sachs North America Energy & Energy Infrastructure Equity Portfolio lost 10.15% in Q2 in Equity Energy, performing worse than the category average. Guinness Asset Management Global Energy Fund fell 9.33%, underperforming by 1.09%. Legal & General Global Health & Pharmaceuticals Index Trust dropped 9.09% in Equity Healthcare, performing worse than the average.

Fidelity Funds – Global Healthcare Fund lost 8.9% in Equity Healthcare, underperforming the category average. The fund fell further than the benchmark, the Morningstar Global Healthcare Index. The fund has lost 10.82% year to date, while the average fund in its category was down 6.22%.

Read more at Morningstar: The Best- and Worst-Performing Funds