Page 31 - DIY Investor Magazine - Issue 27

HERE ARE THE TOP 10 FUNDS.
Saltydog Investor 6x6 Report - February 2021
Feb 18 to July 18
Aug 18 to Jan 19
Feb 19 to July 19
Aug 19 to Jan 20
10.40%
11.30%
5.70%
5.10%
6.30%
7.00%
9.40%
8.50%
6.10%
5.20%
Feb 20 to July 20
46.10%
39.00%
15.10%
28.00%
21.90%
14.80%
15.60%
14.10%
11.70%
-3.50%
Aug 20 to 3-year Jan 21 return
33.90% 158%
32.90% 153%
35.40% 121%
17.20% 119%
20.90% 119%
23.80% 106%
18.40% 103%
24.30% 97%
19.00% 87%
6.70% 40%
Funds which have risen by 5% or more in five out of six periods
Baillie Gifford L/T Global Growth
Baillie Gifford Positive Change
GAM Star Disruptive Growth
Polar Capital Global Technology
Smith & Williamson Artificial Intelligence
Fidelity Global Technology
L&G Global Technology Index
Aberdeen Global Technology
Janus Henderson Global Technology
Legg Mason
IF CB Global Infrastructure Inc
Data Source: Morningstar
9.10%
11.50%
17.40%
13.70%
15.30%
11.20%
11.90%
6.80%
9.60%
5.50%
-6.60%
-5.20%
-6.10%
-0.90%
-5.50%
0.00%
-5.20%
-5.90%
-5.10%
5.60%
17.10%
16.20%
21.80%
23.40%
28.20%
21.90%
27.90%
27.50%
27.40%
16.00%
Five funds are from the ‘Technology and Telecommunications’ sector. One, Smith & Williamson Artificial Intelligence, is from the ‘Specialist’ sector, although it is also a technology fund. Three funds are from the ‘Global’ sector and the final one is from the ‘Global Equity Income’ sector.
Seven of these funds have gone up by more than 100% in the last three years. For more information about Saltydog, or to take the two-month free trial, go to:
31 DIY Investor Magazine | Mar 2021